Kimberly Carpenter is a financial advisor with Raymond James Financial in Gig Harbor, WA, holding a Series 66 designation and six years of industry experience. Her prior work includes six years at U.S. Bank. Outside of finance, she has been involved with Halftime Sports Salon for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William Moody is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Moody currently also works with the City of Sumner, WA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Justin Keeler is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent Financial since 2019. Prior to his advisory career, he operated Keeler Fine Finishing for five years. Keeler is involved in youth outreach as a Golf Tournament Committee Member for Federal Way Young Life. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers these services through a network of advisors and allows clients to integrate planning with managed-account programs under a single billing option.

Jennifer Brandt is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Columbia Bank and Cetera. Her other business activities include a support role at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients as well as institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Noah Bershatsky is a financial advisor with Edward Jones in Milton, WA, holding Series 63, Series 65, and Series 66 designations and bringing 28 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he runs a photography blog and engages in software reviews related to photography. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of managed strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard and maintaining a large retail advisor and branch presence.

Kevin Tefft is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 23 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined total of 11 years before joining Ameriprise in 2021. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on managed accounts and algorithmic support for retirement income recommendations.

Blake Rossman is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique financial situations and guiding them towards their financial goals. He emphasizes educating clients to ensure they feel comfortable and confident in their financial decisions. Blake has held several positions in the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Solutions Advisor at Merrill Lynch from 2021 to 2023, Investment Solutions Representative at Fidelity Investments in 2021, and Paraplanner at TrueWealth Financial Partners from 2019 to 2021. Outside of his professional work, Blake has personal interests that include boating, camping, motorcycles, photography, and surfing.

Kurt Chase is a CFP®-credentialed financial advisor with over 26 years of industry experience. He is currently with Raymond James Financial in Lacey, WA, having previously worked at Cetera and Columbia State Bank. Outside of his advisory role, he is involved as an associate at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Douglas Andrews is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC since 2014. Outside of his advisory role, he is an owner and part partner of Sterling Athletics, a company specializing in customized sporting goods, and serves on the boards of Multicare Good Samaritan Hospital and Asher 360, a nonprofit focused on police active shooter response. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual, institutional, and charitable clients through a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm offers tailored investment strategies implemented via a mix of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Kevin Reed is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brent Wells is a CFP® professional at LPL Financial with 25 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at KMS Financial and Independent Financial Group LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Emmanuel Garcia is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Key Investment Services LLC and Global Credit Union, and over two decades at Wells Fargo Bank. Outside of his advisory work, he is involved as an adult representative for a monetized TikTok account related to his son’s soccer activities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Zachary Rosenbloom is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has spent his entire career with Raymond James Financial Services, Inc., beginning in 1997. Outside of his advisory role, Rosenbloom prepares tax returns and provides tax consulting through his accounting practice and is a partner in a local golf course ownership. Raymond James Financial Services Advisors, Inc. delivers financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm employs non-discretionary planning tailored to client goals and supports its advisory network with technology and specialized municipal advisory services.

Jon Oling is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Charles Schwab in 2025. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers primarily non-discretionary investment guidance combined with access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options.

Kalia Mills is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with 13 years of industry experience. She has worked previously at UBS Financial Services and Wells Fargo Clearing, and has a background that includes a role at James Real Estate Group & JREG Construction. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Karley Schluter is a financial advisor at Edward Jones in Tacoma, WA, holding the CFP®, ChFC®, and Series 66 credentials with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Edgar Engelhardt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. He has been with J.P. Morgan in various roles since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Cameron Daniels is a financial advisor at Edward Jones in Lacey, WA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stephen Rouner is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior experience includes nearly a decade at Bank of America and Merrill. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jennifer Miller is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.