Annette Howze is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. In this role, she partners with families to create comprehensive plans designed to simplify financial planning and strategic decision-making. Her professional experience spans over two decades in the financial services industry. Prior to her current role, Annette worked as a Financial Consultant at Fidelity Investments from 2007 to 2018. She also served as Vice President Financial Consultant at Charles Schwab between 2004 and 2006, and as a Financial Advisor at Morgan Stanley from 1999 to 2002.

Justin Brandt is a financial advisor with Ameriprise in Tacoma, WA, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior roles include positions at First Command Brokerage Services and First Command Financial Planning. Outside of advisory work, he is an independent contractor serving clients at Ark Wealth Management and owns Burning Mage LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research and third-party data to produce detailed Recommendation Reports, implemented in collaboration with advisors and clients within a structured product and fee framework.

Mickey Portnoy is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with UBS Financial Services since 2010. In addition to his advisory work, he serves as an advisory board member for the Home of Peace Cemetery. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor client plans and provides a broad range of financial products and services.

Artell Whitaker III is a financial advisor at Edward Jones with 8 years of industry experience. He holds the ChFC® designation and the Series 66 license. Before joining Edward Jones in 2017, he worked at Family Christian Stores for three years. 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 nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Pui Szeto is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, Szeto held positions at Bank of America and Paragon Asia Holding Limited, among others. 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 for individuals, high-net-worth clients, and institutions.

Merry Dooley is a CFP® certificant with 25 years of industry experience, currently serving as an advisor at Raymond James Financial. She has previously worked with Cetera and Columbia State Bank. In addition to her advisory role, she is associated with Columbia Wealth Advisors as a Wealth Planning Manager. 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 risk profiling and modeling tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Robert Bruce is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2013. He has 12 years of industry experience. Outside of his advisory role, he owns and operates Fuimus21 LLC, a property management business based in Puyallup, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Gregory Freitag is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 53 years of industry experience. His career includes prior roles at firms such as Securities America Advisors, Investacorp, KMS Financial Services, and PRUCO Securities. He is based in Gig Harbor, WA. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary investment strategies.

Scott Hurst is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Securities America Advisors, Securities America Inc, and National Planning Corporation. Outside of advisory services, he is involved in tax preparation and accounting through his own firm, Scott P. Hurst & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and extensive operational resources.

Jace Kasteler is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2023 and spent six years at Sundance Catalog before entering the financial sector. Kasteler is also a co-owner of CBLK LLC, a non-investment business entity. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Erica Bearer is a financial advisor with Ameriprise in Tacoma, WA, holding Series 63 and Series 65 licenses and one year of industry experience. Her previous roles include positions at Tahoma Advisory Group, Franklin Pierce School District, and Kimball Creek Partners. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Jared O'neal is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is a 50% owner of Pendell Ranch in Grand Coulee, WA, where he is involved in pasture cattle operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a broad range of retail and institutional offerings.

Brennan Hartley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked at Cetera Advisors since 2022 and founded Hartley Financial LLC, where he manages office expenses. Prior to his advisory career, he was employed at NanoString Technologies Inc. for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Maria Sanmartin is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill and Bank of America since 2012. Outside of her advisory role, she serves as a trustee for The Aspen Trust, a for-profit organization. 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 investment strategies for individual, high-net-worth, and institutional clients, with portfolio implementation tailored to different investor needs.

Christopher Bell is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Washington State Employee Credit Union, Edward Jones, Bank of America, and Merrill. Outside of his financial advisory work, he operates a home-based battery refurbishing business. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor networks and technology tools.

Bryan Gormley is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and worked at Shelgren Financial Group, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to institutional platforms, utilizing both proprietary and third-party strategies across diverse asset classes.

Joseph Curiel is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 63 designation and having 47 years of industry experience. He has been with Raymond James Financial since 2003, currently serving in his role for over 17 years. Outside of his advisory work, he is an associate employee at The Commerce Company. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Lon Ledvina is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1993. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a model-driven approach, supported by third-party asset managers and custodians, with approximately $15.5 billion in assets under management.

Emily Grandon is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Thornapple River Capital, LPL Financial, Cetera Advisors, and in personal financial planning roles. Her earlier career includes positions at the Community Health Association of Spokane and Eastern Washington University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brock Bennion is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Financial Advocates Investment Management and Kimball Creek Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.