Kalia Mills is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with 13 years of industry experience. She has worked previously at UBS Financial Services and Wells Fargo Clearing, and has a background that includes a role at James Real Estate Group & JREG Construction. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates advanced modeling tools.

Jayson Grauman is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank, Bank of America N.A., and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Karley Schluter is a CFP®, ChFC®, and Series 66-licensed financial advisor with Edward Jones in Tacoma, WA. She has 12 years of industry experience, all with Edward Jones since 2014. 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 proprietary mutual funds, operating under a fiduciary standard.

Edgar Engelhardt is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative screening and qualitative research, incorporating forward-looking market assumptions and ESG criteria.

Stephen Rouner is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior experience includes nearly a decade at Bank of America and Merrill. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Jennifer Miller is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Douglas Smith is a financial advisor at Edelman Financial Engines with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Financial Engines Advisors L.L.C. and E*TRADE Capital Management. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes diversified model portfolios, periodic rebalancing, and a combination of planner delivery with online tools to serve a large client base across various account types.

Andrew Brown is a financial advisor at Edward Jones in Puyallup, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. Prior to joining Edward Jones in 2018, he worked at UAT Resources, LLC from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Fowler is a financial advisor with Edward Jones in Auburn, WA, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Brazier is a financial advisor at Edward Jones in Tacoma, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in roles including at Parachute Video Ads LLC and PSB Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Aminadab Lopez is a Series 66 licensed financial advisor at Thrivent Investment Management with three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, Lopez is involved with EPMS, a company that enhances customer service for property management firms through secret shopper evaluations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services through its WealthPlan program while maintaining separation between these offerings.

Jeffrey Hardy is a Certified Financial Planner (CFP®) with 29 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1997. He holds Series 63 and Series 66 licenses and is based in Sumner, Washington. 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 and investment options through a nationwide network of financial advisors and branch offices.

Daniel Wiersma is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at Commonwealth Financial Network and SII Investments, Inc. He serves as president of Harbor Wealth Management, a business related to his LPL activities. 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.

Aghil Masoun is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Bank of America since 2025. Prior to that, he was with Merrill from 2016. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Mark Delyea is a financial advisor at Edward Jones in Bonney Lake, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at several companies across various sectors, including Frontier Door & Cabinet and Woodgrain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 financial advisors nationwide. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Hummel is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Soundview Financial Group since 2009. He is also the owner and president of Soundview Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Michelle Schroeder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, UBS Financial Services, and Morgan Stanley. She is also a notary. 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 portfolios, third-party asset management, and institutional platforms.

Russell Darneille is a financial advisor with Ameriprise in Fircrest, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and the Long Range Planning Committee of the Fircrest Golf Club. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with a focus on managed accounts and algorithmic automation to support its advisory process.

Cale Robinson is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2011, as well as Wells Fargo Investments from 2005 to 2011. 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 strategies supported by internal and third-party managers for a variety of client types including individuals and institutions.

Robert Aceves is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with affiliated firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified portfolios with a long-term orientation and operates as a fiduciary under ERISA and applicable Department of Labor guidance.