Abby Wentz is a financial advisor with Fidelity in Tukwila, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PLICO and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory responsibilities for multiple registered investment companies.

Jeffrey Leveque is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1994. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Finnestad is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at OMAX (Hypertherm) and Wesley Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Timothy Scheuffele is a Certified Financial Planner® with 21 years of industry experience. He has been with Edward Jones since 2010. He is exploring a business venture related to a storage facility through an LLC in Tacoma, WA, currently in the concept and feasibility study phase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dimas Lizardo is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Financial Engines Advisors L.L.C. Lizardo is the sole shareholder and inactive president and CEO of a previously licensed real estate brokerage firm in New York. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term planning.

Nyrell Leonor is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Before joining Cetera, Nyrell held positions at Frontier Supply Chain Solutions Inc. and Zara, and had periods outside the workforce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to various third-party managers across multiple program structures and custodial relationships.

Michael Whittendale is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and 65 licenses and having six years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Investor Services, Multicare, Bloodworks Northwest, and Washington State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Chastin Egbert is a financial advisor with Charles Schwab in Tacoma, WA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior work includes roles at TD Ameritrade and Fidelity Brokerage Services. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by research and due diligence from its in-house financial research center.

Michele Fuller is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Stadium Wealth Management, LLC, Noah Bailey, and Waddell & Reed, Inc. She has also been involved with local organizations such as the McChord Spouses Club, the Association of the United States Army, and the Puyallup South Hill Rotary. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Scheer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, Scheer worked at Carpet Liquidators and held various positions in other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Heidi Strom is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Securities America Advisors, and KMS Financial Services. Outside of her advisory role, she is a vice president and 25% shareholder of RDI Financial Services, Inc., a partnership focused on financial services, and also sells life and long-term care insurance as a sole proprietor. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation and portfolio management tools and supports multiple advisory platforms.

Michele Montoya is a Series 66-licensed financial advisor with Edward Jones in Bonney Lake, WA, and has 10 years of experience at the firm. She has worked exclusively with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Min Sul is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2023, Min worked at Key Investment Services 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 other institutions. The firm offers a range of financial planning and investment services through a large network of advisers, with access to model portfolios, third-party asset management, and institutional platforms.

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.

Callalily Ferguson is a Series 66-licensed financial advisor with Merrill, based in Tacoma, WA, and has three years of industry experience. She previously worked at BDO USA, LLP for ten years and also spent time with Windermere Liberty Lake and Beauty Barrage LLC, where she represented and sold skincare, haircare, and makeup brands. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Susan Swope is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1984, concurrently working with Bank of America since 2009. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Trent is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation. She has one year of industry experience, with prior roles at Bank of America, Equitable Advisors, Builders Capital, and several real estate firms. Outside of finance, she operates the Jennifer Trent Piano Studio, a business she has managed for over 25 years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

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.

Marlon DeLeon is a Vice President and Financial Consultant at Fidelity Investments. In this role, he partners with clients to build and implement personalized financial plans aimed at helping them work towards their financial goals. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Financial Consultant. Prior to joining Fidelity Investments, Marlon worked at J.P. Morgan Chase from 2019 to 2022, where he served as a Relationship Banker and later as a Private Client Banker. His experience spans financial consulting, investment advising, and client banking, providing a broad foundation in financial services.

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.