Darren Horejsi is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has been associated with LPL Financial and the Boeing Employee Credit Union since 2014. 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 variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Alissa Stearns is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, JP Morgan Securities LLC, and JPMorgan Chase Bank. Outside of her advisory role, she serves as a board member for Parents for Cascade, a parent support group in Puyallup, WA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Dave Wilson is a Series 66 licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Classic Products Corp from 2015 to 2017. 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 broad range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Lauren Brown is a financial advisor at Edward Jones with three years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Edward Jones, she worked with Primerica Financial Services and ran Eleven 11 Solutions, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and operates under a fiduciary standard with over $1 trillion in assets under management.

Kiana Kashanian is a Planning Consultant currently working at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. She has been in this role since 2023. Kiana's experience centers on workplace planning, providing her with insights into financial strategies and client engagement within the investment sector. Outside of her professional work, Kiana has interests in art, cars, social events with friends, hiking, museums, and spending time with pets.

Ian Hartley is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2010 and currently provides investment advisory services through Global Retirement Partners, an independent registered investment adviser. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Tobel is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2021, previously working in insurance and various service roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of advisory programs, 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 a large national network of financial advisors and branch offices.

Robert Chenier Jr. is a Series 66 designated advisor at UBS Financial Services with 17 years of industry experience. He has worked at UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Patrick Valle is a financial advisor with Charles Schwab, holding Series 66, 63, and 65 licenses and possessing 22 years of industry experience. His background includes roles at Charles Schwab Bank, Allegiance Gold, and Valle Capital Management, among others. He also teaches a course on stock option strategies for UCLA Extension’s Accounting & Finance Department. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and alternative investment due diligence.

Mart Mitchell is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2018. Prior to that, he spent over two decades with Russell Investments and its affiliated entities. Outside of his advisory role, Mitchell provides seasonal hospitality services at the Washington State Fair in Puyallup, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Margaret Hackleman is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at KPMG LLP and TrueBlue, Inc. She serves on the Investment Committee of the Greater Tacoma Community Foundation. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Matthew Ryan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kent, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at LPL Financial, LLC from 2011 to 2023 before joining Raymond James in 2023. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on non-discretionary advisory services supported by an extensive affiliate network.

Noelle Bellavance is a financial advisor at Edward Jones in Burien, WA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is listed as the owner of a piece of vacant property in Monroe, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 financial advisors nationwide.

Jesus Carlos is a Series 66-licensed financial advisor with UBS Financial Services in Tacoma, WA, bringing four years of industry experience. He has previously worked for UBS and has served as a Teaching Fellow at Harvard University since 2020. His background also includes nine years of service in the US Army. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

James Wilson VII is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. His prior firms include LPL Financial and Financial Advocates Investment Management. He serves on the boards of a local church and the YMCA in Tacoma, WA, reflecting involvement in community organizations. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, offering customized, algorithm-assisted recommendations developed by a centralized consulting team. The firm combines research and modeling techniques to address income strategies, Social Security options, and tax-efficient withdrawals.

Robert Parrish II is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Christopher Panagiotu is a CFP® professional with 11 years of industry experience. He has worked at LPL Financial since 2020 and held roles at Lucia Wealth Services, LLC and Lucia Securities, LLC from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Matthew Jensen is a financial advisor with Edward Jones in Tacoma, WA, holding Series 66 and Series 63 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kristopher Borjal is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and six years of industry experience. He has a work history that includes roles at Snohomish County PUD No. 1 and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with a large network of advisors and significant assets under management.

Daniele Ledvina is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she participates as a blood and plasma donor for medical research with Bloodworks Northwest. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively available separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.