Nicole England is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including U.S. Bancorp Investments, Wells Fargo Advisors, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority.

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.

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® professional with 43 years of experience in the financial industry. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2002 to 2009. Outside of financial advising, he is involved in photography, including teaching and publishing, and participates in the Proctor Art Gallery in Tacoma, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,000 advisors with various investment platforms, including model portfolios and third-party asset management, and provides operational tools that incorporate machine learning for advisor support.

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.

Trenton Hansen is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, Hansen is president of Celestial Prints, a 3D printing and selling business based in Renton, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

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.

Luke Olney is a financial advisor with Mass Mutual Investors Services in Enumclaw, WA, holding Series 65 and Series 63 licenses and having eight years of industry experience. His background includes roles at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services, where he worked for six years. Outside of his advisory work, Olney owns American Heritage Life Corporation, focusing on life, disability, long-term care, fixed annuities, and health and group health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools to deliver written recommendations tailored to client goals.

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 with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Cetera Advisors LLC since 2017 and previously with Invest Financial Corp. He is also the owner of Gintz Accounting & Tax LLC, providing accounting, bookkeeping, and tax services since 1987, and acts as an insurance agent with a focus on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Richard Thomas is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 14 years of industry experience. His prior work includes roles at Voya Financial Advisors and Ameriprise. He also works as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services.

Laine Ducote is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2021 and previously spent four years at Merrill. In addition to her advisory roles, she was involved with Advance Custom Gutters from 2015 to 2021. 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 discretionary and non-discretionary investment strategies, along with tax-efficient services and affiliated investment products.

Lauren Muller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Cetera Investment Services LLC and Columbia Bank. She also assists financial advisors as an associate with Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients, using analytical tools and tailored strategies to support client goals.

Chantelle La Marr is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at BlackRock for eight years and Axalta Coating Systems for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Cameron Thrall is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in the medical device industry with companies including Biotronik, Life Spine, and LDR Spine. Outside of finance, he is a certified flight instructor providing independent flight training in Bonney Lake, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad network of over 23,000 financial advisors and more than 15,000 branches. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Edward Jones, he was associated with the University of Washington Baseball School and the University of 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Ennis IV is a Series 66 licensed financial advisor with Edward Jones in Puyallup, WA, where he has worked since 2014, totaling 12 years of industry experience. Outside of his advisory role, he owns and operates an RV and trailer storage business in Bonney Lake, WA. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Norris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Wells Fargo affiliates since 2010, including Wells Fargo Investments, LLC, and has been with Wells Fargo Clearing since 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions through a large network of financial advisors.

Caroline Whitlock is a CFP® with eight years of industry experience, currently affiliated with Edward Jones. Prior to joining Edward Jones in 2018, she worked in education for nearly two decades, including roles within the Kent School District and the Federal Way School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.

George Martonik Jr. is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Financial Services and Primerica Advisors since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.