Jason Richert is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has held roles at Voya Financial Advisors and McKay Wealth Management. Richert also owns Richert Enterprises LLC and is involved in life settlement sales through Cetera-approved vendors. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Jeremy Blackburn is a financial advisor with LPL Financial in Renton, WA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Boeing Credit Union since 2012, LPL Financial since 2012, Chase Investment Services Corp. in 2010, and Waddell & Reed from 2009 to 2010. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ethan Alfrey is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2001. He has held several roles within the company, starting as a Service and Trading Representative, then moving to Retirement Planning Group Representative, Internal Retirement Counselor, Account Executive, and currently serving as Vice President, Financial Consultant since 2011. In his current role, Ethan focuses on building strong personal relationships through financial planning to help clients make decisions aimed at growing and maintaining their wealth. He works to identify strategies that align with clients' short and long term goals and provides guidance through their financial needs. Ethan holds a California Insurance License. Outside of his professional work, he enjoys biking, boating, family activities, movies, and traveling.

Caryn Johnson is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Erin Scannell is a financial advisor with Ameriprise in Mercer Island, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Ameriprise and its affiliate since 1999. Outside of advising, she serves as Vice Chair on the Board of Directors for the Academy of Finance and is CEO of Kid Exercises, a business focused on financial education for children through a mobile app. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic tools with personalized advisor input and provides a broad range of advisory, brokerage, and insurance solutions.

Adam Hargrave is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Edward Jones. Outside of his advisory role, he is a partial owner of Grey Goat Staffing, a temporary staffing company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referrals.

Jania Watkins is a CFP®-designated financial advisor with Edward Jones in Tacoma, WA, with seven years of industry experience. She has worked at Edward Jones since 2018 and has additional experience with South Sound Neurofeedback and Essential Health and Wellness LLC. Outside of finance, she has been involved with healthcare-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering various advisory programs and investment strategies under a fiduciary standard.

Joseph Blackner is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America, N.A., and has prior experience outside finance at W.G. Clark Construction. 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 and model portfolios, delivered through a large network of investment adviser representatives.

Noah Douglas is a Series 66 licensed financial advisor with three years of industry experience, currently with LPL Financial. He has previously worked at Capital Analysts, Lincoln Investment, Encompass Financial Life Planning, and MS International. Outside of his advisory role, he serves as a Client Service Manager at Encompass Financial Life Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Jadon Sand is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has been with various Fidelity entities since 2015. Outside of his advisory work, he engages in small photography projects under Grains of Sand Photography. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Poonum Vasishth is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and comprehensive wealth management services.

Tonya Hayward Demme is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. She has worked with Cetera since 2013 and has a concurrent affiliation with Farmer's Insurance Group since 1982. Additionally, she is commissioned as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and advisory services through a large national network of independent advisors.

Lucas Crutchfield is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab Bank SSB and Elite Solar Concepts, as well as a decade with Trampled Industry Music, LLC. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a multi-asset investment approach supported by research and strategic asset allocation.

Stephen Spencer is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and with Charles Schwab Bank, SSB since 2019. Prior to joining Schwab, he worked at Progressive from 2014 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and cash-sweep services through its integrated platform. The firm provides a mix of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment process.

William Moody is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Moody currently also works with the City of Sumner, WA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 rather than fixed fees.

Gregory Dobbs is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He hosts team trivia fundraising events for nonprofits and works as a mountain host at Crystal Mountain Resort during the ski season. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving individual and institutional clients with a wide range of advisory programs and affiliated investment capabilities.

Monika Gupta is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 66 designation and previously worked for Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services using proprietary research and planning tools. The firm offers specialized planning services for clients meeting certain net-worth thresholds, covering areas such as retirement, education, and business-owner transition planning.

Mitch Hamilton is a financial advisor at Cetera with 14 years of industry experience. He holds a Series 66 credential and has worked at CUSO Financial Services and Cetera Wealth Services. Outside of his advisory role, he coaches middle school basketball for the Dieringer School District. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Keeton Heggerness is a Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2023, starting as a Financial Representative, then serving as an Investments Consultant, and currently holding his role as Financial Consultant since 2026. In his professional approach, Keeton focuses on engaging with clients through education and transparent communication. He collaborates with clients to co-create personalized financial plans that reflect individual goals and unique needs, aiming to ensure each client feels empowered and informed about their financial future. Outside of his professional commitments, Keeton enjoys fishing, attending social events with friends, hiking, outdoor adventures, and playing soccer.

Mark Greynerovich is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual, Pruco Securities LLC, and self-employment, as well as a 14-year career in public education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a variety of discretionary and non-discretionary strategies alongside affiliated mutual funds and other services.