Katelyn Smith is a CFP® professional with 13 years of industry experience, currently advising clients at Stifel since 2019. Her prior roles include positions at City National Bank and RBC Capital Markets, LLC. She serves on the board of trustees for the Tacoma Museum of Glass. Stifel provides a broad range of brokerage and investment advisory services to individual and institutional clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Raymond Schmidtke is a financial advisor at Morgan Stanley Wealth Management with 42 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member of the Tacoma Golf and Country Club. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by its Global Investment Committee's research and provides a broad range of investment and advisory services.

Karen Lansdowne is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has worked with Primerica Advisors since 2004 and has prior experience at QFC (Kroger Co) and Fred Meyer. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, with a focus on percentage-based tiered fees and ongoing manager oversight.

Thomas Kraabel is a financial advisor at OSAIC with over 32 years of industry experience. He has previously worked at Woodbury Financial Services, Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of finance, he serves as a basketball referee for middle and high school games in Pierce County, Washington. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms and third-party managers.

Noah Bailey is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Stadium Wealth Management, LLC and Waddell & Reed, Inc. He is also involved with 1102 Broadway 300, LLC, a non-investment-related 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 provides a range of advisory and brokerage services utilizing various model portfolios, third-party subadvisors, and customized strategies.

Samantha Chen is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vantage Point Business Services and Charles Schwab Bank, SSB, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments.

Angela Saladis is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Key Investment Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Christopher Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Jackson has served in the United States Marine Corps Reserves since 1996. Outside of advising, he has a minority ownership interest in a business called Link Systems DBA Link Lanyards. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Leslie Walters is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Walters has been with Morgan Stanley Smith Barney LLC since 2009 and worked with Morgan Stanley Private Bank, N.A. from 2015 to 2017. Outside of advisory work, Walters is a member of the Investments & Wealth Institute, an educational association focused on investments and wealth. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee.

Joel Antush is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Sound Credit Union, CUSO Financial Services, and Northwestern Mutual. He also has experience in education and hospitality, including teaching at Pierce College and Central Washington University and working at Tumble Creek Golf Club. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cindy Moore is a financial advisor at Morgan Stanley in Tacoma, WA, with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brendan Smith is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Hornor Townsend & Kent, and Penn Mutual Insurance. Outside of his advisory role, Smith serves on the Board of Directors for the Corinthians Yacht Club of Tacoma, acts as the mascot for the Seattle Thunderbirds junior hockey team, and is president of a local BNI Business Networking International chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering wrap fee advisory programs with discretionary and non-discretionary portfolio management and various financial services. The firm employs tailored strategies using in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

Mark Burns is a financial advisor with LPL Financial based in Kent, WA, holding a Series 66 designation and 19 years of industry experience. His professional background includes roles at Waddell & Reed Inc and operating his own firm, Mark J Burns PLLC. Outside of advisory work, he has experience in real estate investment and managing rental properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Sienkiewich is a Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2018, he has focused on assisting professionals, retirees, business owners, and multigenerational families in building, preserving, and transferring wealth. His work includes personalized financial planning and investment guidance, particularly in retirement, major life transitions, and wealth transfer strategies. Joshua holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is currently pursuing a Bachelor of Science in Finance from Western Governors University. Born and raised in the Pacific Northwest, he serves the community he has called home his entire life. Outside of his professional work, Joshua enjoys adventure sports, baseball, camping, fishing, football, hiking, horseback riding, music, spending time with his family, and traveling.

Carin Perkins is a financial advisor with Primerica Advisors in Covington, WA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm manages third-party asset managers and provides a tiered wrap-fee structure, utilizing custodians such as Pershing and Primerica Brokerage Services.

Norman Thomson is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Financial Engines Advisors L.L.C. since 2016, following a two-year tenure at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

David Kim is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Richard Wilson is a financial advisor with LPL Financial in Gig Harbor, Washington, holding Series 63, Series 65, and Series 66 licenses, and has six years of industry experience. Before joining LPL Financial in 2019, he worked at several firms including Creative Financial Designs, Inc. and The Prudential Insurance Company of America. He also operates Rich Wilson Consulting, which he founded in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions through a broad array of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,000 advisors.

Michael Batt is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a board member for the Tacoma Golf & Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of financial advisors and branch offices.

Christina Cooling is a financial advisor with Cetera, holding a Series 66 designation and bringing 23 years of industry experience. Her career includes roles at First Allied Securities, Investors Capital Corp., and Summit Brokerage Services. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform with considerable scale and diverse program options.