Brendan Smith is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Hornor Townsend & Kent, and Penn Mutual Insurance. Outside of his advisory role, Smith serves on the Board of Directors for the Corinthians Yacht Club of Tacoma, acts as the mascot for the Seattle Thunderbirds junior hockey team, and is president of a local BNI Business Networking International chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering wrap fee advisory programs with discretionary and non-discretionary portfolio management and various financial services. The firm employs tailored strategies using in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

Joshua Sienkiewich is a Financial Advisor with Merrill Lynch Wealth Management. He works with professionals, retirees, business owners, and multigenerational families to build, preserve, and transfer wealth through personalized financial planning and investment guidance. He focuses on family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Since joining Merrill Lynch in 2018, Joshua has helped clients navigate retirement, major life transitions such as loss of a loved one, divorce, or inheritance, and wealth transfer strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Joshua is currently pursuing a Bachelor of Science in Finance from Western Governors University. Born and raised in the Pacific Northwest, Joshua is proud to serve the community he has called home his entire life. Outside of his professional role, he enjoys adventure sports, baseball, camping, fishing, football, hiking, horseback riding, music, spending time with his family, and traveling.

Norman Thomson is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Financial Engines Advisors LLC, The Mutual Fund Store, Signator Financial Services, and Charles Schwab. 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 solutions.

Richard Wilson is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and six years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at several firms including Creative Financial Designs, Inc. and The Prudential Insurance Company of America. Wilson also operates Rich Wilson Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a broad network of advisors and technology tools to support account management.

Michael Batt is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member for the Tacoma Golf & Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Harriet Heyda is a financial advisor with Ameriprise in Steilacoom, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, using a combination of research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Scott Chaffee is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following a three-year tenure at BancWest Investment Services. Outside of his advisory role, he is also associated with Chaffee and Associates, where he is involved in investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports various advisory programs and institutional portfolio management.

Warren Child is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he serves as Treasurer for Catalysts for Kids, a Washington State nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Sam Lantow is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Olympia, Washington. He joined Merrill Lynch in 2001, initially working in the Bellevue branch before transferring to Olympia in 2005. Sam serves clients throughout Western Washington as well as across the United States, focusing on developing customized wealth management strategies to meet each client’s unique goals. Sam offers a broad range of financial services including retirement planning, college planning, portfolio development, estate planning, and tax minimization. He works closely with clients and their professional advisors to address estate planning needs and to build long-term relationships. His client expertise includes corporate executive services, family wealth management, socially responsible investing, and retirement income strategies. Sam earned a Bachelor of Science degree in Education from Southern Illinois University. He holds the CFP® (Certified Financial Planner) certification, the Chartered Retirement Planning Counselor™ (CRPC) designation, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He maintains FINRA Series 7 and 63 registrations, along with licenses in life and disability insurance. Sam is a member of the Shriners organization.

Leisha Ashby is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is a Pilates instructor through Roqn Pilates LLC. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research.

Alyssa Morley is a financial advisor with Morgan Stanley in Tacoma, WA, holding CFP® and Series 66 credentials and with 11 years of industry experience. Her prior work includes positions at Bank of America and Merrill. Outside of advising, she is involved in estate administration through a power of attorney role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and access to a broad range of advisory programs. The firm utilizes structured planning tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Seongbae Kim is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and Summit Financial Group. Outside of his advisory role, he serves as a church elder at Sunset Bible Church and is chair of the board at Sound Christian Academy. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving a range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through multiple program structures and investment options.

Felix Peguero Reyes is a financial advisor with Raymond James Financial Services Advisors, Inc. and Asiron Wealth Group. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 18 years at Edward Jones. He serves as CEO of Asiron Wealth Group and participates on the finance and investment committee of The Remnant.US church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling.

Gerard Gray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Voya Financial Advisors, M Holdings Securities, and Kibble & Prentice. He is also the owner of Gray Retirement and Insurance Solutions, which provides financial services including the sale of insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Reed Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with LPL Financial since 2009 and previously spent seven years at Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, combining extensive advisory services with various non-advisory financial products and partnerships.

Brenton Tayet is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gig Harbor, WA. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering various advisory programs including discretionary wrap fee strategies and access to separately managed accounts. The firm supports more than four million clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. 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 and investment strategies, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

Samuel Snow is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at Evergreen Market, Comc, CPCM Holdings, and Security Sam. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients. The firm employs structured financial planning tools and serves clients through direct and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Joshua Collier is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial in Tacoma, WA. Prior to joining LPL Financial in 2018, he worked at Global Business Resources and Youth For Christ USA. Outside of his advisory role, Collier serves as a Master of Ceremonies for fundraising events and is a notary public. 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 advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Hung Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at JP Morgan Chase, Merrill, and Bank of America. Nguyen is also affiliated with Seattle University. 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, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities in municipal and public finance.