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 at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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 in Tukwila, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He previously worked at UBS Financial Services from 1997 to 2003 and has been associated with Boeing Employee Credit Union and Linsco Private Ledger since 2006. 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 wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies 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 at Ameriprise with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses, and has worked at Ameriprise since 2017. Outside of advising, he owns and operates Yeadon & Co. CPAs, LLC and Yeadon & Co. Financial & Tax Service, LLC, and serves on the board of New Beginnings Christian Fellowship. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services focused on dependable income sources and tax-aware withdrawal strategies. The firm uses a centralized service team to deliver personalized retirement planning recommendations supported by proprietary research and third-party data.

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.

Jeffrey Leveque is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1994. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

James Finnestad is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at OMAX (Hypertherm) and Wesley Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Timothy Scheuffele is a Certified Financial Planner® with 21 years of industry experience. He has been with Edward Jones since 2010. He is exploring a business venture related to a storage facility through an LLC in Tacoma, WA, currently in the concept and feasibility study phase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dimas Lizardo is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Financial Engines Advisors L.L.C. Lizardo is the sole shareholder and inactive president and CEO of a previously licensed real estate brokerage firm in New York. 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 options with a focus on diversified portfolios and long-term planning.

Jamie Rosen is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Rosen worked at Blue Origin for one year and has experience at Central Washington University. Edward Jones is a full-service wealth management firm serving over 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.

Nyrell Leonor is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Before joining Cetera, Nyrell held positions at Frontier Supply Chain Solutions Inc. and Zara, and had periods outside the workforce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to various third-party managers across multiple program structures and custodial relationships.

Michael Whittendale is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and 65 licenses and having six years of industry experience. His prior roles include positions at Mutual of Omaha Insurance Company and Investor Services, Multicare, Bloodworks Northwest, and Washington State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Chastin Egbert is a financial advisor with Charles Schwab in Tacoma, WA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior work includes roles at TD Ameritrade and Fidelity Brokerage Services. Charles Schwab serves a large client base primarily composed 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by research and due diligence from its in-house financial research center.

Michele Fuller is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Stadium Wealth Management, LLC, Noah Bailey, and Waddell & Reed, Inc. She has also been involved with local organizations such as the McChord Spouses Club, the Association of the United States Army, and the Puyallup South Hill Rotary. 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, supported by a large network of investment adviser representatives.