Thomas Janicki is a financial advisor with Ameriprise in University Place, WA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Janicki has a business ownership role in Tacoma Advisor Group, an LLC based in Tacoma, WA. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations combining modeling, asset bucketing, and tax-efficiency analysis.

Sarah Manley is a financial advisor at Primerica Advisors in Tacoma, WA, with 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of her advisory role, Manley is involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Mark Richter is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with LPL Financial since 2009 and was previously with Mutual Service Corporation from 2002 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Kevin Hasslinger is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is a co-founder and president of a retail business, RightLane, and serves as a part-time instructor at Highline Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Cynthia Cannon is a CFP®-certified financial advisor with LPL Financial in Federal Way, WA, bringing 17 years of industry experience. She also operates the Law Office of Cynthia J. Cannon, providing legal services in estate planning, contracts, and business law. In addition to her financial and legal work, she pursues fine art photography as a side activity. 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 wide range of advisory and brokerage services through its extensive network of investment adviser representatives.

Joel Soltero is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria, with implementation services offered through affiliated entities.

Ryan Harrigan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley through various roles since 2009, including positions at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by a structured discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lynn Syler is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2019. Her prior experience includes roles at City National Bank and RBC Capital Markets LLC. Outside of her advisory work, she serves as a council member for the City of Ruston and participates in fundraising efforts for the local humane society. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joseph Dinelt is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citigroup Global Markets before joining Morgan Stanley in 2009, where he has worked within both Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individuals and institutions with a broad range of advisory programs, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Justin Watkins is a financial advisor at Edward Jones in Tacoma, WA, holding CFP® and Series 66 designations with 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Anthony Raugust is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. He is also involved with The Commerce Co. in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using analytical tools and tailored advisory programs.

Beverly Cox is a CFP® with 40 years of industry experience. She is currently affiliated with LPL Financial and previously worked with SCF Investment Advisors, SCF Securities, B. Cox Planning, and Walnut Street Securities. Outside of her advisory role, she operates B Cox Planning as an insurance broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Jennifer Geisler is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Light Brigade. Outside of her advisory work, she owns and operates a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers both direct and corporate financial planning arrangements.

Heidi Smith is a financial advisor with Ameriprise in Lakewood, WA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer on the board of the Harrison Preparatory School Parent Teacher Organization. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining accounts within Ameriprise.

Benjamin Willey is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 designations. He has 12 years of industry experience, with prior roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Joseph Valdivia III is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, AIG Capital Services, Ameriprise, and UBS Financial Services. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs.

Kendra Riconosciuto is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 credential and 18 years of industry experience. She has worked at several firms, including Capital Analysts, Lincoln Investment, Russell Investments, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, employing various portfolio strategies and technology tools to support client account management.

Matthew White is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, LLC and Bank of America, N.A. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and emphasizes tax-efficient capabilities, supported by integration with Bank of America affiliates.

Brandon Arenas is a financial advisor with Edward Jones in Lakewood, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comcast for 16 years. He is a board member of Waller Road Home Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Joseph Hodgins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates multiple management platforms and provides access to third-party advisers and proprietary model strategies.