Michael Smolko is a CFP® professional affiliated with Raymond James Financial, with 12 years of industry experience. He previously worked at USA Financial Securities and Edgecombe & Coplin Wealth Strategies. He is also the owner and operator of Tahoma Advisory Group, LLC, which provides insurance and annuities sales. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools to tailor non-discretionary planning to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. 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 strategies, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

Olena Ostrovskiy is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been active in the financial industry since 2008, gaining experience in various roles including Financial Advisor positions at IDB Bank and Bank Massad in Tel-Aviv, Israel, and as a Sales Support Specialist in the Annuities department at Symetra Financial Corp between 2019 and 2021. Throughout her career, Olena has navigated diverse market conditions and developed a broad understanding of investment strategies. She works collaboratively with clients to create adaptable financial plans tailored to their unique circumstances. Olena communicates with clients in Hebrew, Russian, and Ukrainian. Outside of her professional work, Olena's interests include family activities, fitness, parenthood, pets, surfing, and yoga.

Shayne Plantz is a Planning Consultant who collaborates with advisors and partners with clients to assist with their personal goals and financial planning. Shayne has experience working as a Relationship Manager at Fidelity Investments from 2024 to 2026 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. No additional information about education, credentials, or personal interests has been provided.

Samuel Snow is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at Evergreen Market, Comc, CPCM Holdings, and Security Sam. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients. The firm employs structured financial planning tools and serves clients through direct and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Joshua Collier is a CFP® professional with eight years of industry experience, currently advising through LPL Financial in Tacoma, WA since 2018. Prior to joining LPL, he worked at Global Business Resources and Youth For Christ (YFC) USA. Outside of his advisory role, he serves as Master of Ceremonies for fundraising events with the Stokes Auction Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diversified investment strategies supported by internal and third-party research.

Hung Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at JP Morgan Chase, Merrill, and Bank of America. Nguyen is also affiliated with Seattle University. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities in municipal and public finance.

Ryan Hurst is currently a Market Leader at Fidelity Investments, where he leads a team of financial professionals in the greater Seattle area. His team's primary focus is assisting customers in creating and implementing personalized plans to enhance their financial well-being. Ryan has held this role since 2017. He has extensive experience at Fidelity Investments, having served in various capacities since 2000. His previous positions include Senior Branch Manager, Branch Office Manager, Assistant Branch Office Manager, Vice President Financial Consultant, Financial Consultant, Retirement Income Planner, Investments Consultant, and Service and Trading Associate. The information provided does not include details about Ryan's educational background, credentials, personal interests, or community involvement.

Kevin Warren is a CFP® professional with 31 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Puyallup, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement (IPS) driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Guy Ellison is a financial advisor with Thrivent Investment Management in Puyallup, WA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Ellison serves on the board of the Auburn Public Schools Foundation, a nonprofit supporting teachers and students in the Auburn School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while maintaining separation between the two.

Thomas Janicki is a financial advisor with Ameriprise in University Place, WA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Janicki has a business ownership role in Tacoma Advisor Group, an LLC based in Tacoma, WA. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations combining modeling, asset bucketing, and tax-efficiency analysis.

Daniel Lee is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. His prior work includes positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as a part-time tennis instructor at the Tacoma Lawn Tennis Club and is the managing member of a startup selling hats and clothing online. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, corporations, and charitable organizations.

Sarah Manley is a financial advisor at Primerica Advisors in Tacoma, WA, with 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of her advisory role, Manley is involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Mark Richter is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Rebecca Byus is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. She has worked with Fortis Investors, Inc. since 1993 and joined OSAIC in 2024. In addition to her advisory role, she operates an independent insurance agency and is an associate at RJA Financial Services Inc., where she sells term insurance, long-term care, disability, fixed annuities, and conducts securities-related business. OSAIC serves a diverse client base including individual, high-net-worth, and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of asset classes, managing accounts either discretionarily or non-discretionarily with options for client-imposed investment restrictions.

Kevin Hasslinger is a CFP® with 16 years of industry experience and has been with Edward Jones since 2009. He is a co-founder and president of a retail business, RightLane, and serves as a part-time instructor at Highline Community College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Cynthia Cannon is a CFP® professional with 17 years of experience at LPL Financial in Federal Way, WA. She has been affiliated with LPL since 2009 and also engages in legal services related to estate planning, contracts, and business law, as well as fine art photography. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by various model portfolios, research, and technology-driven investment strategies.

Jeffrey Vert is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he manages tax preparation and accounting services through Vert & Associates LLC and Arch CPA Accounting & Tax Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Corbin Sylvester is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with clients to develop personalized financial plans that align with their financial goals and aspirations, utilizing the tools available at Fidelity. Corbin's professional experience includes positions as an Investment Consultant at Fidelity Investments from 2024 to 2026, Client Relationship Manager and Client Service Associate at Ameriprise Financial between 2021 and 2023, and Financial Representative at Northwestern Mutual from 2020 to 2021. This progression reflects his background in client service and financial planning. Outside of his professional work, Corbin has interests in football, golf, and soccer.

Joel Soltero is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.