Min Sul is a financial advisor at LPL Financial with 19 years of industry experience. She held roles at Key Investment Services and Key Investment Services LLC for a combined 15 years before joining LPL Financial. Sul holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Richard Gray is a CFP® with 22 years of industry experience and has been with Edward Jones since 2003. He serves as a trustee for multiple family and special needs trusts. Gray is also a member of the advisory board for QActual LLC, a company focused on mental health technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Duane Wangler is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2011 and previously worked at Bank of America for eight 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tanner Stepp is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held positions at JD Merit & Co, Wells Fargo NA, and Keller Williams West Sound. Outside of his advisory role, Stepp is the owner of Stepp Enterprises LLC, a non-operating family company, and serves as controller for Boss, LLC. 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 range of advisory programs and investment strategies, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Susan Swope is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, also affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicolas Stoner is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has eight years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as earlier positions in university campus recreation and the food service industry. Charles Schwab & Co., Inc. serves a large client base, 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 offers both non-discretionary and discretionary investment options, combining centralized supervision and custody with multi-asset model portfolios and a formal alternative-investment process.

Douglas Jonson is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial advisory roles, he was involved with Tacoma Area Youth for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account programs through a consolidated billing option under the "WealthPlan" service.

Joey Smith is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Little Viks Hoopsters, a community organization in University Place, WA. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven, algorithm-assisted recommendations with personalized financial advice.

Tiffany Kocher is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Valic Financial Advisors and Agia, where she worked for a combined total of 11 years before joining Edward Jones. 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 affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Shannon Smith is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of advising, she is involved in the sale of home security and automation products through an affiliated company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses an independent due-diligence consultant to evaluate asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Rakesh Chopra is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and Merrill. Outside of his advisory role, he serves as an advisory board member for the Salvation Army Tacoma and works as a casual longshore worker at the Port of Tacoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and services supported by research and technology, including both discretionary and non-discretionary portfolio management.

Benjamin Witten is a Wealth Management Advisor with the Lantow Witten Group at Merrill Lynch Wealth Management in Olympia, Washington. He holds the Chartered Financial Consultant® designation awarded by The American College of Financial Services, along with other professional designations including Certified Plan Fiduciary Advisor® and Retirement Accredited Financial Advisor. He is also a Senior Portfolio Advisor in the Merrill Investment Advisory Program and maintains the Series 7 and 66 FINRA registrations and Washington State life and disability insurance licenses. Ben focuses on helping clients articulate and pursue their unique financial goals through estate and retirement planning strategies, investment management, and risk management. His expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, services for endowments and non-profits, personal retirement planning, portfolio management, and socially responsible investing. He uses a goal-based approach to simplify the financial landscape for clients and aligns portfolios with clients' values and objectives. Born in the Bay Area and raised in Amsterdam, Ben moved to the Puget Sound area in 1989 and began his tenure with Merrill Lynch Wealth Management in 2015. Outside of his professional work, he enjoys boating, cooking, hiking, music, rock climbing, spending time with his family, and traveling.

Lars Urvina Jr. is a financial advisor with Edward Jones in Gig Harbor, WA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he serves as a Fire Commissioner for Gig Harbor Fire and Medic One, providing general oversight and policy review for the local fire department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Fuson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2006. He leads a team of investment industry professionals to deliver a full range of wealth management services, focusing on institutional client relationships. Prior to joining Merrill Lynch, Christopher worked with Morgan Stanley in their Los Angeles and Olympia offices. Since entering the financial services industry in 2003, Christopher has developed expertise in managing endowments, organizational liquidity, and benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. His client focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Christopher holds a Bachelor's degree from the University of Southern California and holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE).

Bradey Day is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Hurley Engineering Company for two years and TRC Companies for seven years. He holds a Series 66 designation. 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 network of financial advisors and branch offices nationwide.

John Power is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 2012. He co-leads the MPS Wealth Management Group and has been the Resident Director of the Tacoma office since 2020. John's professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He works with a diverse client base including doctors, lawyers, entrepreneurs, executives, and other professionals. John earned a Bachelor's degree in French and Political Science from the University of Portland and a Master's degree in International Relations with advanced study in conflict resolution from Syracuse University in 2012. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Plan Fiduciary Advisor (CPFA®) designation, and FINRA Series 9 and 10 registrations. John is a member of the Bellarmine Alumni Association. Outside of his professional responsibilities, John is active in his local community and non-profit organizations. He is fluent in English, French, and Spanish, stemming from his extensive travels to Europe, South America, and Africa. John enjoys golfing, reading, playing soccer, and spending time with his family.

Kyle Gregory is a financial advisor with Equitable Advisors in Fife, Washington, holding Series 63 and Series 65 credentials and two years of industry experience. His previous roles include positions at American Retirement Planning Group, Barclays U.S., and service in the United States Air Force from 2013 to 2018. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively with LPL-sponsored solutions and third-party managers to offer a range of advisory and brokerage services.

Jason Sipe is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Equitable Advisors, LLC. Outside of finance, he creates live-streamed culinary content on Twitch and has participated in food-related events with Foodbeast. 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 for a range of individual and institutional investors.

Monte Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory work, he is involved in non-variable insurance sales, including fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, featuring discretionary and non-discretionary management supported by in-house and third-party research.

Steven Voiland is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2001. Outside of his advisory role, he has ownership in Voiterra LLC, a real estate and commercial property business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without discretionary investment authority.