David Thead is a Series 66 licensed financial advisor with over three years of industry experience. He has worked at Edward Jones since 2024 and previously held positions at Financial Advocates Investment Management, First Financial Northwest Bank, LPL Financial LLC, Connected Impression, and Global DS Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tran Duong is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Tran operated Tran Duong LLC and held positions at Waddell & Reed, Inc., Executive Women International, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Vrutiben Naria is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Vrutiben held roles at R Rock Solid Reality Pvt, Ltd. and completed studies at Amravati University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Kingsy Devadass is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses with three years of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., US Bank, and other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory framework.

Brent Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory activities with advanced research tools and a broad non-advisory financial services network.

Travis Mann is a financial advisor with MassMutual Investors Services in Mercer Island, WA, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been affiliated with MassMutual Life Insurance Company since 2006. Outside of his advisory role, he is the owner of an LLC established for legal and tax purposes. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Karl Rainer is a CFP® and ChFC® affiliated with LPL Financial in Gig Harbor, WA, with 16 years of industry experience. He previously worked for 15 years at Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he has been involved with Happy Hans Music as a musician since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and model portfolios, using both proprietary and third-party strategies, supported by technology tools for operational and research assistance.

James Freund is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his career in finance, Freund spent 15 years at the University of Washington. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kimberlie Olsen is a CFP® professional with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2015. She holds the Series 66 designation and is based in Gig Harbor, 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Berger is a financial advisor with Ameriprise Financial Services, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at LPL Financial and Financial Advocates Investment Management. Outside of advising, Berger is the owner and founder of Ideal Life 360, a life and executive coaching business, and works as a professional pilot and flight instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware strategies.

Khafayat Mabayoje is a financial advisor with J.P. Morgan Securities in Kent, WA, holding Series 63 and Series 66 designations and five years of industry experience. Their work history includes roles at JPMorgan Chase Bank and United Ways of King County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and customized reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrea Gist is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with two years of industry experience. She previously worked at Hunter Benefits and Westwood Shipping. Outside of her advisory role, she plays baritone and tenor saxophone in a local jazz group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm has a large national network of advisors and branches and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Justin Weinstein is a Series 66-licensed financial advisor with LPL Financial, based in Federal Way, WA, with seven years of industry experience. He previously worked at Edward Jones for six years and has background experience with Intenza Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform and extensive advisor network.

Christopher Mc Culloch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at First Command Advisory Services and First Command Financial Planning. He is a member of the Board of Directors for Given to Give and participates in the Tacoma Estate Planning Council. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Binh Huynh is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for 12 years. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.

Brandon Matthews is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at USI Kibble & Prentice and Evergreen Home Loans. Matthews is also involved with Mainspring Wealth Advisors as a client relationship manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach that incorporates risk profiling and analytical tools to support client goals.

Molly Axworthy is a financial advisor at Edward Jones in Tacoma, WA, holding the CFP® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Puget Sound Hearing Aid & Audiology. Outside of her advisory work, she is the owner of Axworthy, LLC, an LLC established to manage household staffing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Darren Horejsi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Boeing Employee Credit Union since 2014 and spent 11 years with U.S. Bancorp Advisors, LLC prior to that. 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 wide range of advisory and brokerage services, using various portfolio strategies and investment tools, supported by a large network of advisors and significant assets under management.

Alissa Stearns is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at notable firms including JP Morgan Securities LLC and Securian Financial Services. Outside of her advisory role, she serves as a board member for Parents for Cascade, a parent support group based in Puyallup, WA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.