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 financial advisor with LPL Financial based in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked with Financial Advocates Investment Management since 2017 and previously held positions at Waddell and Reed, Inc. and various insurance carriers. Outside his primary advisory role, he is engaged in tax preparation and planning and owns a business called GIN Society LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

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.

Huong Jenny Do is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and having four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2004, with her current role at J.P. Morgan Securities beginning in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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 a Series 66 credential and less than one year of industry experience. Her work history includes multiple brief periods of employment with Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, leveraging a combination of fundamental research and quantitative analysis. The firm is notable for its use of algorithmic portfolio construction, formal advisory roles to multiple registered investment companies, and registration as a commodity pool operator.

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.

Duncan Saggau is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Gartner and Baylor University. Outside of his advisory role, he is involved in business activities including property management and asset holding. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment options, and affiliated services. The firm is notable for its extensive advisor and branch network and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Hilt is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and 18 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nearly two decades and spent 20 years with Alaska Airlines. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and services, including financial planning and retirement consulting, combining proprietary research with strategies from third-party subadvisors and technology-driven portfolio management.

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.

Eugene Brown is a CFP®-certified financial advisor with 18 years of industry experience, currently serving clients at Edward Jones in Tacoma, WA. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, tax-efficient solutions, and maintains a large nationwide network of financial advisors and branch offices.

Kelly Larkin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2025, Kelly worked at Lincoln Investment Planning for 16 years and Shelgren Financial Services for 25 years. Kelly is also involved with Larkin Financial, LLC, an entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Ian Corneille is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Juul Labs, Inc. and DoorDash. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.