Jonathan Vert is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Cetera since 2025 and has a background that includes extensive work in tax preparation and accounting, serving as president of ATS Maple Valley Inc and Maple Valley Tax Service. Vert also operates his own accounting and tax services business, where he works as an enrolled agent and tax preparer. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options for model portfolios, third-party managers, and customized strategies.

Jennifer Miller is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.

Daniel Wiersma is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at LPL Financial since 2018 and previously spent two years with SII Investments, Inc. Outside of his advisory role, he is president of Harbor Wealth Management. 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 advisers. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.

Joshua Hummel is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Soundview Financial Group since 2009, where he is also the owner. In addition to his advisory work, he serves as president and owner of Hummel Building, LLC, a commercial office property management entity in Tacoma, WA. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary accounts with a diverse range of investment options.

Michelle Schroeder is a financial advisor at LPL Financial with 43 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2016 to 2025. In addition to her advisory role, she is a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Rebecca Meyers is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at LPL Financial since 2016 and previously operated her own business, Rebecca J Faught PLLC. Outside of advisory work, she engages in pottery as a personal interest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, supported by research and technology, and provides both discretionary and non-discretionary management options.

Cale Robinson is a financial advisor with Merrill based in Tacoma, WA, holding a Series 66 designation and bringing 20 years of industry experience. He has worked with Bank of America and Merrill since 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 investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Geoffrey Stark is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Cuna Brokerage Services, Inc. Stark is based in Port Orchard, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Adrian Gonzales is a financial advisor at Edward Jones in Port Orchard, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the US Navy for 20 years and worked at Door Dash and Grab n Grub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

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.