Jennifer Miller is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Frederick is a CFP®-credentialed financial advisor with 22 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at multiple firms, including Arbon Financial Group LLC and Mainspring Wealth Advisors, where he serves as a partner and branch manager. Outside of advising, he is a 25% owner of Langley Village Property LLC, a rental property business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, with a variety of advisory programs and tools designed to address client goals.

Douglas Smith is a financial advisor at Edelman Financial Engines with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Shawn Fowler is a financial advisor with Edward Jones in Auburn, WA, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Brazier is a financial advisor at Edward Jones in Tacoma, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in roles including at Parachute Video Ads LLC and PSB Research. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Aminadab Lopez is a Series 66 licensed financial advisor at Thrivent Investment Management with three years of industry experience. He has worked with Thrivent and its affiliates since 2022. Outside of his advisory role, Lopez is involved with EPMS, a company that enhances customer service for property management firms through secret shopper evaluations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services through its WealthPlan program while maintaining separation between these offerings.

Theresa Trinidad is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and eight years of industry experience. Prior to joining Cambridge Investment Research Advisors, she worked at Bank of America and Merrill Lynch. Outside of her advisory role, she serves as a board member for The IF Project and is involved as an author, educator, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm provides multiple investment platforms and a range of discretionary and non-discretionary strategies, incorporating proprietary and third-party models.

Jeffrey Hardy is a Certified Financial Planner (CFP®) with 29 years of experience at Edward D. Jones & Co., L.P., where he has worked since 1997. He holds Series 63 and Series 66 licenses and is based in Sumner, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

Dennis Pierre is a CFP® professional with 26 years of industry experience and has been with Edward Jones since 1999. He holds Series 63 and Series 66 licenses and is based in Maple Valley, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs and investment options under a fiduciary standard.

Russell Darneille is a financial advisor with Ameriprise in Fircrest, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and the Long Range Planning Committee of the Fircrest Golf Club. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, with a focus on managed accounts and algorithmic automation to support its advisory process.

Rebecca Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked at Waddell & Reed for five years before joining LPL Financial in 2016. Outside of her advisory role, she is involved in pottery as a part-time 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 range of investment advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Hauer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent 18 years at Rei. He also had a consulting role with ExpertVoice in early 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Cale Robinson is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2011, as well as Wells Fargo Investments from 2005 to 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party managers for a variety of client types including individuals and institutions.

Robert Aceves is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with affiliated firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified portfolios with a long-term orientation and operates as a fiduciary under ERISA and applicable Department of Labor guidance.

Kari Gervais is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. Gervais has previously worked with VOYA Financial Advisors and Pilkey Hopping & Ekberg, Inc. In addition to advising, Gervais is a partner and CPA at Fullaway Lamphear & Suave PLLC, an accounting firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, access to third-party managers, and various program structures, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Elizabeth Botts is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with two years of industry experience. She previously worked at World Vision for 11 years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Therese Mille is a financial advisor with Edelman Financial Engines in Issaquah, WA, holding Series 63 and Series 65 licenses with 10 years of industry experience. She previously worked at Soundmark Wealth Management from 2011 to 2024 before joining Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm emphasizes diversified model portfolios, a committee-driven investment process, and offers both discretionary and non-discretionary advice through a large-scale platform managing approximately $326 billion across various client segments.

Carl Hessel IV is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 credential and has previously worked at Bank of America, Merrill, Allstate Insurance, and Nampa Insurance Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Annette Howze is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2018. In this role, she partners with families to create comprehensive plans designed to simplify financial planning and strategic decision-making. Her professional experience spans over two decades in the financial services industry. Prior to her current role, Annette worked as a Financial Consultant at Fidelity Investments from 2007 to 2018. She also served as Vice President Financial Consultant at Charles Schwab between 2004 and 2006, and as a Financial Advisor at Morgan Stanley from 1999 to 2002.

Justin Brandt is a financial advisor with Ameriprise in Tacoma, WA, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior roles include positions at First Command Brokerage Services and First Command Financial Planning. Outside of advisory work, he is an independent contractor serving clients at Ark Wealth Management and owns Burning Mage LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research and third-party data to produce detailed Recommendation Reports, implemented in collaboration with advisors and clients within a structured product and fee framework.