Deana Cook is a financial advisor with LPL Financial in Renton, WA, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2019 and previously worked for Custom Dental Aesthetics for eight years. Outside of her advisory work, she creates content for a YouTube channel focused on crochet. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across various asset classes.

Shawn Boyer is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. He serves as a voting member of the board of directors for the Fife Milton Edgewood Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Nikolay Terekhin is a Financial Advisor at Merrill Lynch Wealth Management. He has over four years of experience in wealth management and holds the Professional Investment Advisor (PIA) designation. Prior to joining wealth management, Nikolay spent approximately five years gaining experience in business, which supports his work with business owners and professionals across various sectors. He completed his high school education through Enlightium Academy. Nikolay is fluent in English and Russian, allowing him to communicate effectively with a diverse clientele. Outside of his professional duties, he enjoys spending time with his family and is involved in volunteering efforts aimed at empowering the next generation.

Jeffrey Downer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2019 and previously spent time with Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Jonie Martinka is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her work history includes roles at Polaris Injury Law, Moos Tax & Accounting, Weiss & Associates, and SQI, Inc. Outside of advising, she is involved in consulting activities and referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets.

Matthew Meyers is a CFP® professional with 22 years of experience in the financial industry. He has been with LPL Financial since 2016 and previously worked at Waddell & Reed from 2013 to 2016. Outside of his advisory work, he is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Charles Grass is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. He has worked at Royal Alliance Associates and Hornor Townsend & Kent Inc, and he also owns Grass Wealth Management LLC. In addition to his advisory work, Grass owns and manages a CPA firm, Grass CPA & Associates LLC, which provides tax preparation and accounting services. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios, utilizing model-based asset allocation and portfolio optimization.

Kevin Kennedy is a financial advisor with Raymond James Financial in Federal Way, Washington, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James Financial since 2008 and previously worked at Chaffee & Associates LLC. Outside of his advisory role, he is an author working on a collection of stories and has sold articles to magazines. 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 plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA consulting.

Paul Rittierodt is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked for the Swedish Health System for nineteen years. Outside of his financial advisory work, he serves as a referee and mentor for youth and high school soccer through the South King County Soccer Referee Association and as a middle and high school basketball referee in the Tacoma area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides written recommendations on a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Kyle Stallcop is a financial advisor with Charles Schwab in Tacoma, WA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America, Merrill, Raymond James Financial, and Columbia Wealth Advisors. Charles Schwab serves a large client base 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 affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and dedicated research.

Jordan Walter is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has a diverse background that includes several years in education within the University Place and North Clackamas School Districts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Rachel Torres is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, utilizes forward-looking capital market assumptions, and incorporates ESG eligibility frameworks in its recommendations.

Kevin Nanthrup is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing an advisory business at Heritage Wealth Advisors LLC. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Garth Conner is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2019 to 2023. Outside of his advisory role, he is involved with Lake Peterson Partnership, developing land in Renton, WA on a part-time basis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management solutions that incorporate both in-house and third-party investment resources.

Terri Conger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Bank of America and Merrill. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Locke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His work history includes positions at Boeing Employee Credit Union and Linsco Private Ledger since 2006, as well as UBS Financial Services from 1997 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and technology tools.

Curt Pederson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior roles include long tenures at Ameriprise and MML Investors Services, Inc. He is also involved with Sound Wealth, an entity related to his LPL business focused on non-variable insurance products. 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, combining scale and diverse financial activities alongside its advisory platform.

Jorge Bustamante is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Paraplanner at Ameriprise from 2021 to 2023 and as a Registered Client Service Associate at Raymond James from 2019 to 2021. In his current position, Jorge partners with clients to translate their financial goals into actionable plans. He employs a collaborative approach to help clients evaluate their options and make informed decisions regarding saving, investing, and wealth management. Outside of his professional work, Jorge has interests in camping, fitness, hiking, outdoor adventures, parenthood, and soccer.

Joseph Yeadon is a financial advisor with Ameriprise who holds Series 66, Series 63, and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise since 2017, following two years at HD Vest Investment Services and over two decades operating Yeadon & Co. Financial and Tax Service LLC. Outside of his advisory role, he is involved in business ownership through several entities, including Yeadon & Co. CPAs, LLC, and serves on the board of New Beginnings Christian Fellowship as well as presides over Essex Community Outreach Corp. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies. The firm provides retirement planning through a centralized team and emphasizes a structured approach that integrates its proprietary investment research and affiliated product offerings.

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.