John Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment options tailored to plan objectives and risk tolerances.

David Grenier is a financial advisor with Merrill in Tacoma, WA, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at Merrill since 1981 and has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, Grenier holds a power of attorney position at an entity named D A D in Tacoma. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

John Chitaley is a CFP® professional with 17 years of experience currently affiliated with Cetera. He has a background spanning various roles since 2010, including ownership of Commencement Bay CPA PLLC, where he provides CPA services, business valuation, consulting, and tax planning. Chitaley also teaches courses in accounting, federal taxation, and finance at community colleges and professional societies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary programs and approximately $256 billion in assets under management.

John Bailey is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include time at Stadium Wealth Management LLC and Waddell & Reed, Inc. He has been involved with community organizations such as the Tacoma Area Coalition of Individuals with Disabilities and the Tacoma Business Connection. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions with various strategic and tactical investment options.

William Gribble is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Robert Baird & Co. and McAdams Wright Ragen, Inc. He is based in Des Moines, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jacob Savary is a financial advisor at Edward Jones in Gig Harbor, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and has a varied background including roles in education, retail, and gym management. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Natasha Bugarin is a financial advisor with Edward Jones in Gig Harbor, WA, holding her Series 66 credential and having one year of industry experience. Prior to joining Edward Jones, she worked in pharmacy roles at Olympic Pharmacy and Pacific Pharmacy Group. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Schneider is a CFP®-certified financial advisor with Edward Jones, based in Kent, WA, and has 35 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jackson Miller is a CFP® and Series 66 registered financial advisor with Edward Jones, based in Federal Way, WA. He has 11 years of industry experience, including a brief tenure at Waddell & Reed in 2015 before joining Edward Jones the same year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Erin Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank, FMTC, and Coupilia, with a total of several years in the financial industry. Outside of her advisory role, she is a co-trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nancy Sullivan is a financial advisor with Edward Jones in Tacoma, WA, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Edward Jones in 2016, she worked for Franklin Pierce School District from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Jessica Rueber is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, she worked in family counseling and child welfare roles, including positions at Harbor Counseling Family Preservation Services and the Department of Children Youth and Families. Outside of her advisory work, she is involved in family counseling and distributes hair and skin products for personal and family use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Meleena Bryan is a Series 66–licensed financial advisor with Edward Jones in Kent, WA, and has 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Linda Rathke is a financial advisor with Primerica Advisors in Kent, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of her advisory role, Rathke is involved in several business ventures including ownership of Creative Canvas Publishing, LLC, where she works as an author and publisher, and has held partnerships in traffic safety and marketing enterprises. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.

Kathleen North is a Series 66-licensed financial advisor with Thrivent Investment Management in Gig Harbor, WA, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she co-owns a rental property with her spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics. The firm separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Douglas Myers is a financial advisor with Edward Jones in Des Moines, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including a lengthy tenure at Edward D. Jones & Co., L.P. since 1989. Outside of his advisory work, Myers owns Hampton Journeys LLC, a boat charter business based in Redmond, WA. 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 through a broad network of advisors and branches, offering a range of discretionary and non-discretionary investment solutions and affiliated investment products.

Travis Roscoe is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a sole proprietor involved in rental property management. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and serves a broad range of client needs with diverse investment programs.

Shawn Boyer is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to his financial services career, he served in the United States Army. Shawn is a voting member of the Board of Directors for the Fife Milton Edgewood Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nikolay Terekhin is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help them navigate complex financial situations and develop preparedness for various economic circumstances. Nikolay's personal experience includes moving to the United States in 2006 and facing the financial challenges of the economic crisis shortly thereafter, which informs his approach to advising clients. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Enlightium Academy. He is proficient in English and Russian.

Matthew Meyers is a CFP® professional with 22 years of experience in the financial industry. He has been with LPL Financial since 2016 and previously worked at Waddell & Reed from 2013 to 2016. Outside of his advisory work, he is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.