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.

Jeffrey Mc Intosh is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Equitable Advisors, he was involved in several entrepreneurial ventures related to the tea industry, including roles at Big Cartel Tea, Denong Tea Inc, Teabook, and McIntosh Tea, LLC. He also worked at the United States Census Bureau and Patreon during 2020 to 2023. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, offering a range of investment options through both proprietary and third-party solutions.

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., holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining Raymond James in 2023. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting services.

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.

Gene Shook is a Series 66-licensed financial advisor with LPL Financial, based in Seattle, WA, and brings 17 years of industry experience. His career includes roles at LPL Financial since 2017, Financial Advocates Investment Management, and Waddell and Reed, Inc. Outside of his advisory work, he is a business owner of Gin Society LLC and is involved in tax preparation and planning as a senior tax advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various advisory models and tools, and supports a large network of advisors across the country.

Matthew Jensen is a financial advisor with Edward Jones in Tacoma, WA, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices across the country.

Kristopher Borjal is a financial advisor with Primerica Advisors based in Burien, WA. He holds Series 65 and Series 63 licenses and has six years of industry experience. His work history includes roles at Primerica Financial Services and Snohomish County PUD No. 1. Primerica Advisors is a large firm that offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and operates with significant scale across thousands of financial advisors and offices.

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.

Huong Jenny Do is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2004, including roles at J.P. Morgan Securities starting in 2021. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

David Cook is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at TD Ameritrade, LPL Financial, and Boeing Employee Credit Union. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Kayla Dumler is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Her prior work history includes multiple roles at Fidelity Investments and a position at Art Gamblin Motors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and oversight controls.

Rogelio Gonzalez is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, The Prudential Insurance Company of America, Pruco Securities LLC, Allstate, and First Command in various advisory and brokerage roles. He served in the U.S. Navy for ten years prior to his financial services career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by internal research, third-party strategists, or TAMP sponsors and offers access to affiliated trust custody, insurance services, and a collateralized lending program.

Kailey Bass is a financial advisor with Charles Schwab in Tacoma, WA. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2025. Prior to her advisory role, she spent several years in full-time education and has experience working in other industries including the hospitality and pest control sectors. Charles Schwab serves primarily 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 and discretionary investment approaches, using multi-asset model portfolios and providing a centralized structure to support a large client base.

Peter Berman is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 registrations and has 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he has been a drummer since 1980. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support clients’ financial goals.

Jeffrey Hilt is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked for SCF Investment Advisors, Inc. and SCF Securities, Inc. for nearly two decades, alongside a 20-year career at Alaska Airlines. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Traci Nelson is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 credential. She 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 through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.