Bryce Porter is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked in various roles including at Saint Martins University and Fred Meyer Grocery Store. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary investment solutions.

Patrick Franck is a CFP® professional with 15 years of industry experience. He is currently with Osaic Wealth, where he began in 2024. His prior experience includes roles at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart shopper and volunteered bartending at community events like Seattle Pride and Bumbershoot. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, plans, corporations, and nonprofits through a broad network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on portfolio construction using asset allocation, risk assessment, and automated rebalancing across multiple asset classes.

Gregory Nelson is a financial advisor with LPL Financial and holds a Series 66 designation. He has 25 years of industry experience, including 16 years at Lincoln Investment Planning and time at Shelgren Financial Group. He also operates Chambers Bay Wealth Management, an insurance agency related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large national network. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research.

Stephen Bowden is a financial advisor with LPL Financial in Lakewood, WA, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He previously worked at Cantella & CO., Inc. for 11 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Benjamin Bisnett is a financial advisor with Edward Jones in Buckley, Washington, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Clarity Capital Management, LPL Financial, LLC, and Invest Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

Mark Kafentzis is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Edward Jones since 2001. 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 proprietary mutual funds. The firm also offers tax-efficient services and operates under a fiduciary standard.

Troy Haueter is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he is certified to offer Medicare supplemental and advantage plans for clients who are retiring or aged 65 and over. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Melissa Blattler is a financial advisor with Edward Jones in Puyallup, WA. She holds a Series 66 designation and has experience in real estate, having worked for Keller Williams Realty and Skyline Properties prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Nicole England is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. Her career includes roles at Thrivent Financial, U.S. Bancorp Investments, and Wells Fargo Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning analyses covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Shawn Feist is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Saint Gobain Performance Plastics from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Keith Beasinger is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked for LPL Financial for seven years before joining Edward Jones in 2019. Outside of his advisory role, Beasinger is involved in youth and high school soccer coaching in the Tacoma area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and affiliated mutual funds.

Trey Wells is a financial advisor at Edward Jones in Puyallup, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bruce Severeid is a CFP® with 43 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2009. Based in Puyallup, WA, he has also engaged in photography-related activities, including teaching and consulting, and is involved with the Proctor Art Gallery in Tacoma through part-time work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and access to model portfolios and research from multiple sources.

Katherine Irwin is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has experience working at Edward Jones from 2021 to 2025 before joining Raymond James Financial Services, Inc. in 2025. Irwin is based in Puyallup, WA, and has one year of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services, utilizing risk profiling and modeling tools to support client goals.

Christopher Woods is a CFP® professional with 11 years of industry experience, currently advising at Cetera. He has held roles at Rock Ridge Financial Services and CETERA Financial Specialists LLC since 2019. Outside of his advisory work, he serves as secretary for a business referral group, where he organizes meetings and communications. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through affiliated and third-party managers.

Trenton Hansen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Advisors and has held various roles outside finance, including at Lowe’s Home Improvement and Synology Incorporated. Hansen is also president of Celestial Prints, a 3D printing and retail business. 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, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes sub-advisers and proxy-voting practices in its management approach.

Jennifer Richards is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previous work history at McCurley Integrity Dealerships and Mercedes-Benz of Tri-Cities. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Gulley is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014 and previously served in the United States Army Reserve for 19 years. He is also a board and club member of the Kiwanis service organization in Tacoma. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joseph Todisco is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He served in the U.S. Air Force from 1999 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment solutions, and affiliated services.

Jerry Gintz is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2009. In addition to his advisory role, he owns and operates GINTZ Accounting & Tax LLC, providing accounting, bookkeeping, and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and a range of program structures.