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.

Douglas Esterly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Edward Jones for nine years. 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 financial planning and asset management services utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Nyrell Leonor is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Before joining Cetera, Nyrell held positions at Frontier Supply Chain Solutions Inc. and Zara, and had periods outside the workforce. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to various third-party managers across multiple program structures and custodial relationships.

Michael Whittendale is a financial advisor at Ameriprise with six years of industry experience. He has held roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services prior to joining Ameriprise in 2021. Whittendale is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lisa Raimondi is a Series 66-licensed financial advisor with Edward Jones in Gig Harbor, WA, and has four years of industry experience. She has been with Edward Jones since 2022 and is also the owner of Harbor Gymnastics, a recreation services business. Additionally, she serves as an emergency substitute teacher for the Peninsula School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Chastin Egbert is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2019, previously working at FIDELITY Brokerage Services LLC from 2014 to 2019. Egbert also has involvement in a rental services business unrelated to real estate investment. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, offering a combination of non-discretionary advisory and discretionary separately managed accounts.

Michele Fuller is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Stadium Wealth Management, LLC, Noah Bailey, and Waddell & Reed, Inc. She has also been involved with local organizations such as the McChord Spouses Club, the Association of the United States Army, and the Puyallup South Hill Rotary. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Scheer is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation. Prior to joining Fidelity, Scheer worked at Carpet Liquidators and held various positions in other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Tristan Coudriet is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Heather Odegaard is a financial advisor with LPL Financial in Tukwila, WA. She holds a Series 66 designation and has one year of experience with LPL Financial, following over a decade at BECU Investment Services. 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.

Heidi Strom is a financial advisor at OSAIC with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including Woodbury Financial Services and KMS Financial Services. Outside of her advisory role, Strom is vice president and a 25% shareholder of RDI Financial Services, an S-Corporation partnership, and she also sells life and long-term care insurance through a sole proprietorship. OSAIC serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services, utilizing a model-based investment process and multiple custodial and program arrangements, supported by its scale and complex affiliate network.

Daniel Gibbon is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served in the US Marine Corps for twelve years. Outside of advising, he owns commercial real estate with minimal active involvement. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Michele Montoya is a Series 66-licensed financial advisor with Edward Jones in Bonney Lake, WA, and has 10 years of experience at the firm. She has worked exclusively with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.