Gregory Baggenstos is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2002, totaling 23 years of industry experience. He is based in Kent, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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.

Mitchel Mcghee is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using a range of mutual funds, ETFs, and ETPs.

Luke Olney is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 designations and eight years of industry experience. He previously worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services for six years. Olney is also the owner of American Heritage Life Corporation, an outside insurance business focusing on life, disability, long-term care, fixed annuities, and health and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver tailored recommendations without discretionary authority.

Richard Thomas is a financial professional with 13 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked at several firms including Voya Financial Advisors, Kestra Financial Services, and Weststar Prosperity Partners. In addition to his advisory role, he operates as an independent insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management services and program structures, managing more than $256 billion in assets.

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.

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.

Eranious Murray II is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 65 and Series 63 designations. His prior work experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and LSG Sky Chefs. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified model portfolios and long-term investment approaches.

Patrick Muldary is a financial advisor with Primerica Advisors in Lake Tapps, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns PFM Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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.

Valerie Paganelli is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and previously operated Paganelli Consulting, Inc., an actuarial consulting business. She is also co-owner of a car restoration venture, Pags Speed Shop, based in Maple Valley, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and maintaining one of the largest advisor networks in the industry.

Tucker Mjelde is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work history includes roles at Ameriprise since 2018 and prior experience with AGP Wealth Advisors and in education with the Tahoma School District and Washington State University. He is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning through written recommendations and ongoing advice. The firm’s approach includes asset allocation and tax-aware withdrawal strategies supported by proprietary research and third-party data.

Todd Norton is a financial advisor with Charles Schwab & Co., Inc., holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Charles Schwab since 2011 and previously at TD Ameritrade from 2021 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm provides both non-discretionary and discretionary investment guidance using multi-asset model portfolios and offers integrated brokerage, custody, and advisory services.

Eric Norris is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. He holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Jonathan Lefferts is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 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.

Michael Lawless is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and having 29 years of industry experience. He previously worked at Commonwealth Financial Network for 17 years across two periods and has owned Lawless Financial Group since 2019. Outside of advisory services, he is the sole owner of Lawless Financial Group LLC, a private entity facilitating securities, advisory, and insurance business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.

Paul Sharp is a financial advisor with Thrivent Investment Management in Auburn, WA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Acorns, J.P. Morgan Securities, and Fidelity Investments. 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 on a broad range of planning topics without including implementation. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.