Matthew Meyers is a CFP® professional with 22 years of experience in the financial industry. He has been with LPL Financial since 2016 and previously worked at Waddell & Reed from 2013 to 2016. Outside of his advisory work, he is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Kevin Kennedy is a financial advisor with Raymond James Financial in Federal Way, Washington, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Raymond James Financial since 2008 and previously worked at Chaffee & Associates LLC. Outside of his advisory role, he is an author working on a collection of stories and has sold articles to magazines. 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 plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs in municipal and public finance as well as SIMPLE IRA consulting.

Paul Rittierodt is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 63 and Series 65 designations. Prior to his current role, he worked for the Swedish Health System for nineteen years. Outside of his financial advisory work, he serves as a referee and mentor for youth and high school soccer through the South King County Soccer Referee Association and as a middle and high school basketball referee in the Tacoma area. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides written recommendations on a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Denette Chu is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Kyle Stallcop is a financial advisor with Charles Schwab in Tacoma, WA, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America, Merrill, Raymond James Financial, and Columbia Wealth Advisors. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and dedicated research.

Rachel Torres is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, utilizes forward-looking capital market assumptions, and incorporates ESG eligibility frameworks in its recommendations.

Kevin Nanthrup is a financial advisor with Ameriprise in Fall City, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing an advisory business at Heritage Wealth Advisors LLC. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Garth Conner is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2009 and previously at City National Bank from 2019 to 2023. Outside of his advisory role, he is involved with Lake Peterson Partnership, developing land in Renton, WA on a part-time basis. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management solutions that incorporate both in-house and third-party investment resources.

Terri Conger is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Bank of America and Merrill. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Locke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His work history includes positions at Boeing Employee Credit Union and Linsco Private Ledger since 2006, as well as UBS Financial Services from 1997 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and technology tools.

Allison Odenthal is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Janney Montgomery Scott and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Susan Leong is a financial advisor with LPL Financial based in Gig Harbor, WA, holding Series 63, 65, and 66 licenses. She has 13 years of industry experience and previously worked at Wedbush Securities Inc. and as a self-employed advisor. 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, supported by investment adviser representatives who implement various discretionary and non-discretionary strategies.

Jorge Bustamante is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as a Paraplanner at Ameriprise from 2021 to 2023 and as a Registered Client Service Associate at Raymond James from 2019 to 2021. In his current position, Jorge partners with clients to translate their financial goals into actionable plans. He employs a collaborative approach to help clients evaluate their options and make informed decisions regarding saving, investing, and wealth management. Outside of his professional work, Jorge has interests in camping, fitness, hiking, outdoor adventures, parenthood, and soccer.

Joseph Yeadon is a financial advisor with Ameriprise who holds Series 66, Series 63, and Series 65 credentials and has 27 years of industry experience. He has been with Ameriprise since 2017, following two years at HD Vest Investment Services and over two decades operating Yeadon & Co. Financial and Tax Service LLC. Outside of his advisory role, he is involved in business ownership through several entities, including Yeadon & Co. CPAs, LLC, and serves on the board of New Beginnings Christian Fellowship as well as presides over Essex Community Outreach Corp. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income and tax-aware withdrawal strategies. The firm provides retirement planning through a centralized team and emphasizes a structured approach that integrates its proprietary investment research and affiliated product offerings.

Abby Wentz is a financial advisor with Fidelity in Tukwila, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at PLICO and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, and it holds distinctive roles such as CFTC registration and advisory responsibilities for multiple registered investment companies.

Jeffrey Leveque is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He has been with Primerica Advisors since 1995 and has worked with Primerica Financial Services since 1994. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers 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 for its services.

Nancy Anne Harris is a financial advisor with LPL Financial in Gig Harbor, Washington, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Equity Services Inc, National Life Group, RBC Capital Markets, Mass Mutual Investors Services, PRUCO Securities, and Citigroup Global Markets. Outside of her advisory work, she is employed with the Science and Math Institute of Tacoma, a non-investment related role. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on integrating various investment strategies through a large network of advisors.

James Finnestad is a financial advisor at Edward Jones in Kent, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and previously worked at OMAX (Hypertherm) and Wesley Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Timothy Scheuffele is a Certified Financial Planner® with 21 years of industry experience. He has been with Edward Jones since 2010. He is exploring a business venture related to a storage facility through an LLC in Tacoma, WA, currently in the concept and feasibility study phase. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Dimas Lizardo is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Financial Engines Advisors L.L.C. Lizardo is the sole shareholder and inactive president and CEO of a previously licensed real estate brokerage firm in New York. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term planning.