Joshua Collier is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial in Tacoma, WA. Prior to joining LPL Financial in 2018, he worked at Global Business Resources and Youth For Christ USA. Outside of his advisory role, Collier serves as a Master of Ceremonies for fundraising events and is a notary public. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

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 32 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2003 to 2011. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

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.

Dominic Gravina is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Prior to joining Fidelity, his background includes various roles at Grand Canyon University, SCNS Sports Foods, IPEC Global Inc., and teaching positions at Alta Loma High School and Cucamonga Middle School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research with algorithmic portfolio construction and oversight of affiliated sub-advisers.

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.

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 41 years of industry experience. He has worked with LPL Financial since 2009 and was previously with Mutual Service Corporation from 2002 to 2009. 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 portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.

Rebecca Byus is a financial advisor at OSAIC with 33 years of industry experience, holding Series 63 and Series 65 credentials. She has been with OSAIC since 2024 and previously worked at Fortis Investors, Inc. since 1993. In addition to her advisory role, she owns an independent insurance agency and is associated with RJA Financial Services Inc., where she engages in insurance and securities-related business. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a wide range of investment programs and strategies through a multi-advisor platform and maintains multiple custodial and legacy program arrangements.

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®-certified financial advisor with LPL Financial in Federal Way, WA, bringing 17 years of industry experience. She also operates the Law Office of Cynthia J. Cannon, providing legal services in estate planning, contracts, and business law. In addition to her financial and legal work, she pursues fine art photography as a side activity. 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 wide range of advisory and brokerage services through its extensive network of investment adviser representatives.

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 licenses and has worked with J.P. Morgan Securities since 2015 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria, with implementation services offered through affiliated entities.

John Crull is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2018 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and participates in home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ryan Harrigan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley through various roles since 2009, including positions at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by a structured discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lynn Syler is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2019. Her prior experience includes roles at City National Bank and RBC Capital Markets LLC. Outside of her advisory work, she serves as a council member for the City of Ruston and participates in fundraising efforts for the local humane society. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joseph Dinelt is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citigroup Global Markets before joining Morgan Stanley in 2009, where he has worked within both Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individuals and institutions with a broad range of advisory programs, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Justin Watkins is a financial advisor at Edward Jones in Tacoma, WA, holding CFP® and Series 66 designations with 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.