Jordan Price is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank and DML Capital. Outside of finance, he serves as a National Assistant Referee with the US Soccer Referee Federation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

John Chitaley is a CFP® professional with 17 years of experience currently affiliated with Cetera. He has a background spanning various roles since 2010, including ownership of Commencement Bay CPA PLLC, where he provides CPA services, business valuation, consulting, and tax planning. Chitaley also teaches courses in accounting, federal taxation, and finance at community colleges and professional societies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary programs and approximately $256 billion in assets under management.

John Bailey is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Stadium Wealth Management LLC and Waddell & Reed, Inc. Outside of his advisory work, he has been involved in local business and community organizations in Tacoma, Washington. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management through a network of investment adviser representatives.

William Gribble is a financial advisor with LPL Financial in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Robert Baird & Co. for six years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jacob Savary is a financial advisor at Edward Jones in Gig Harbor, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2025, he worked at Ameriprise Financial Services LLC and has a varied background including roles in education, retail, and gym management. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Natasha Bugarin is a financial advisor with Edward Jones in Gig Harbor, WA, holding her Series 66 credential and having one year of industry experience. Prior to joining Edward Jones, she worked in pharmacy roles at Olympic Pharmacy and Pacific Pharmacy Group. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Shane Doughman is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at United Parcel Service for four years and has held positions in various other industries including wellness and fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

John Schneider is a CFP®-certified financial advisor with Edward Jones, based in Kent, WA, and has 35 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jackson Miller is a CFP® and Series 66-credentialed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices. The firm operates under a fiduciary standard and provides additional services including tax-efficient strategies, separately managed accounts, and affiliated mutual funds.

Kelli La Belle is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2018, she worked at Mercer & Co. from 2016 to 2018. Outside of finance, she teaches dance classes to children through the Inspire Academy of Dance. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Lin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at CUSO Financial Services, Wells Fargo Clearing Services, and J.P. Morgan Securities. He is also involved in offering investment products and services through the trade name Sound Investment & Retirement Solutions. LPL Financial is a registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of advisers. The firm provides a wide range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and advanced portfolio management technologies.

Erin Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has experience working at Wells Fargo Bank, FMTC, and Coupilia, with a total of several years in the financial industry. Outside of her advisory role, she is a co-trustee of a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nancy Sullivan is a financial advisor with Edward Jones in Tacoma, WA, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Edward Jones in 2016, she worked for Franklin Pierce School District from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Michael Flewelling is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to that, he was employed at Becu and Vantiv. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Haley Davis is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. Her prior work includes roles at Merrill, U.S. Bancorp Investments, Inc., and JPMorgan Securities LLC. Outside of her advisory work, she co-owns a rental property with her spouse. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, business-owner transition, and special-needs planning. The firm uses proprietary research and planning tools to create tailored recommendations, with clients deciding how to implement these through brokerage or advisory programs.

Meleena Bryan is a Series 66–licensed financial advisor with Edward Jones in Kent, WA, and has 13 years of industry experience. She has been with Edward Jones since 2012. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Linda Rathke is a financial advisor with Primerica Advisors in Kent, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of her advisory role, Rathke is involved in several business ventures including ownership of Creative Canvas Publishing, LLC, where she works as an author and publisher, and has held partnerships in traffic safety and marketing enterprises. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plans.

Kathleen North is a Series 66-licensed financial advisor with Thrivent Investment Management in Gig Harbor, WA, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she co-owns a rental property with her spouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics. The firm separates planning from portfolio management and does not accept discretionary trading authority for its planning services.

Douglas Myers is a financial advisor with Edward Jones in Des Moines, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including a lengthy tenure at Edward D. Jones & Co., L.P. since 1989. Outside of his advisory work, Myers owns Hampton Journeys LLC, a boat charter business based in Redmond, WA. 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 through a broad network of advisors and branches, offering a range of discretionary and non-discretionary investment solutions and affiliated investment products.

Beth Percival is a CFP® and holds a Series 66 license with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Quickfit Bookkeeping Solutions LLC for seven years. Based in Seattle, WA, she provides financial advisory services through Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.