Cameron Smith is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the mortgage industry with firms including Hometown Lenders Inc., CrossCountry Mortgage, RPM Mortgage, and Penrith Home Loans. Outside of his advisory role, he manages a rental property in Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Benjamin Willey is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 designations. He has 12 years of industry experience, with prior roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Joseph Valdivia III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Edward Jones and AIG Capital Services, Inc. He is based in Tacoma, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

Kendra Riconosciuto is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 credential and 18 years of industry experience. She has worked at several firms, including Capital Analysts, Lincoln Investment, Russell Investments, and Chase Investment Services Corp. 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 large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, employing various portfolio strategies and technology tools to support client account management.

Matthew White is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, LLC and Bank of America, N.A. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and emphasizes tax-efficient capabilities, supported by integration with Bank of America affiliates.

Brandon Arenas is a financial advisor with Edward Jones in Lakewood, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comcast for 16 years. He is a board member of Waller Road Home Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Joseph Hodgins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody platforms.

Jennifer Dewater is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Woodbury Financial Services and LPL Financial. Outside of her advisory role, she serves as a trustee for an irrevocable trust benefiting a family member and is a 25% shareholder and secretary of RDI Financial Services Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Megan Kupratty is a financial advisor with LPL Financial based in Lakewood, WA. She holds a Series 66 designation and has eight years of industry experience, including prior roles at First Command Insurance Services and Harborstone Credit Union. 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, and institutional platforms.

Dean Matz is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Matz is a Series 63 and Series 65 license holder and is involved in a business ownership role with Tacoma Advisor Group, sharing office space with other advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Chris Lalande is a financial advisor at Edward Jones with 37 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1998. Based in Seattle, WA, he has spent 28 years with the firm. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Nicolas Boulton is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held roles at DoorDash and Central Casting. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Mc Nabb is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he served five years in the US Army. Outside of his advisory role, he is involved as a ski coach with the Crystal Mountain Alpine Club in Bellevue, WA. 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 affiliated mutual funds, operating under a fiduciary standard.

Matthew Hilger is a financial advisor with Morgan Stanley in Gig Harbor, Washington, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Russell Investments, and Bank of New York Mellon. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques while providing advisory services without individual security recommendations in standalone plans.

Richard Devlin is a Certified Financial Planner® with 30 years of industry experience. He currently serves as an advisor at LPL Financial and has previously worked at Ameriprise Financial Services, UBS Financial Services, and Morgan Stanley. 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.

Traci Leslie is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Colton Schieving is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Mountain America Credit Union, Enterprise Rent-A-Car, and the University of Utah. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including managing fund-of-funds and model portfolios.

Katherine Cannon is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 32 years of industry experience. She has been with LPL Financial since 2009, following a brief tenure at Mutual Service Corporation. Outside of her advisory role, she holds a Washington state insurance license and offers a range of insurance products as client needs dictate. She also dedicates a small portion of her time to acting in a fiduciary capacity for family members. 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 provides various financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

Randall Maag is a financial professional with 13 years of industry experience, currently affiliated with OSAIC. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services and Bankers Life entities. Outside his advisory work, he is involved in a retail pet supply business operated primarily by his wife. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm uses various portfolio construction tools and offers integrated brokerage and advisory services, along with access to third-party managers and unified managed accounts.

Alex Eldridge is a financial advisor at OSAIC with 3 years of industry experience. He holds the Series 66 designation and has worked previously at Securities America, Inc. and Plexus Worldwide. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage diversified portfolios.