Karley Schluter is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Tacoma, WA. She has 12 years of industry experience, all with Edward Jones since 2014. 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 strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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.

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.

Douglas Smith is a financial advisor at Edelman Financial Engines with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Andrew Brown is a financial advisor at Edward Jones in Puyallup, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at UAT Resources, LLC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Brazier is a financial advisor at Edward Jones in Tacoma, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in roles including at Parachute Video Ads LLC and PSB Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Aminadab Lopez is a Series 66 licensed financial advisor at Thrivent Investment Management with three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, Lopez is involved with EPMS, a company that enhances customer service for property management firms through secret shopper evaluations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services through its WealthPlan program while maintaining separation between these offerings.

Daniel Wiersma is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at Commonwealth Financial Network and SII Investments, Inc. He serves as president of Harbor Wealth Management, a business related to his LPL activities. 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.

Joshua Hummel is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Soundview Financial Group since 2009, where he is also the owner. In addition to his advisory work, he serves as president and owner of Hummel Building, LLC, a commercial office property management entity in Tacoma, WA. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts with a diverse range of investment options.

Michelle Schroeder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, UBS Financial Services, and Morgan Stanley. She is also a notary. 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, model portfolios, third-party asset management, and institutional platforms.

Russell Darneille is a financial advisor with Ameriprise in Fircrest, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and the Long Range Planning Committee of the Fircrest Golf Club. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with a focus on managed accounts and algorithmic automation to support its advisory process.

Cale Robinson is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2011, as well as Wells Fargo Investments from 2005 to 2011. 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 strategies supported by internal and third-party managers for a variety of client types including individuals and institutions.

Robert Aceves is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with affiliated firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified portfolios with a long-term orientation and operates as a fiduciary under ERISA and applicable Department of Labor guidance.

Kari Gervais is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. Gervais has previously worked with VOYA Financial Advisors and Pilkey Hopping & Ekberg, Inc. In addition to advising, Gervais is a partner and CPA at Fullaway Lamphear & Suave PLLC, an accounting firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party managers, and various program structures, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Charles Dietrich is a financial advisor at Edward Jones in Lakewood, WA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Pacific University from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Elizabeth Botts is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with two years of industry experience. She previously worked at World Vision for 11 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jose Veliz III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at LPL Financial since 2004 and was previously with Morgan Stanley DW Inc. from 2001 to 2004. Veliz also served as an investment adviser representative at Financial Advocates Investment Management from 2014 to 2025. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.

Justin Brandt is a financial advisor with Ameriprise in Tacoma, WA, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior roles include positions at First Command Brokerage Services and First Command Financial Planning. Outside of advisory work, he is an independent contractor serving clients at Ark Wealth Management and owns Burning Mage LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research and third-party data to produce detailed Recommendation Reports, implemented in collaboration with advisors and clients within a structured product and fee framework.

Mickey Portnoy is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with UBS Financial Services since 2010. In addition to his advisory work, he serves as an advisory board member for the Home of Peace Cemetery. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor client plans and provides a broad range of financial products and services.