Theresa King is a financial advisor with Mass Mutual Investors Services in Gig Harbor, WA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1998. Outside of her advisory role, she is involved in group health sales and acts as a real estate agent representing her family’s interests. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements tailored to client goals.

Joseph Curiel is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 63 designation and having 47 years of industry experience. He has been with Raymond James Financial since 2003, currently serving in his role for over 17 years. Outside of his advisory work, he is an associate employee at The Commerce Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Lon Ledvina is a financial advisor at Primerica Advisors with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1993. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a model-driven approach, supported by third-party asset managers and custodians, with approximately $15.5 billion in assets under management.

Emily Grandon is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Thornapple River Capital, LPL Financial, Cetera Advisors, and in personal financial planning roles. Her earlier career includes positions at the Community Health Association of Spokane and Eastern Washington University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brock Bennion is a financial advisor with LPL Financial based in Tacoma, WA, holding a Series 66 designation and five years of industry experience. He has worked at Financial Advocates Investment Management since 2020 and at LPL Financial since 2020, with additional experience at Kimball Creek Partners and Washington University School of Medicine. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Joseph Diller is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as an executor for a friend’s estate, which involves managing investment-related responsibilities. 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 broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Pamela Malcolm is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Early Bird Retirement from 2020 to 2023 and spent 24 years at The Boeing Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Belinda Brill is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets since 2018, following a 17-year tenure at Cosse International Securities, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Tristan Fujita is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones, Multicare, Tuality Healthcare, Orthopedic and Fracture Specialists, and George Fox University, where he continues a part-time engagement. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various portfolio management options.

Renee Walden is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies and affiliated investment products through a large national network of advisors and branch offices.

Lance Rieland is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked in construction and participated in roles at Montana State University and Younglife's Malibu Club. Outside of his advisory work, he serves as Worship Director at Sufficient Grace Church in Graham, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of advisors and branches.

Victor Beling is a Financial Advisor with Merrill Lynch Wealth Management. He provides investment advice and access to banking and lending services through Bank of America. Victor focuses on developing personalized investment strategies that align with clients' financial goals. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Victor combines financial experience with a relationship-first approach, serving as a trusted resource and advocate for clients throughout their financial journey. Victor holds a Bachelor's Degree from Washington State University and a High School Diploma from Gov John R Rogers High School. He maintains involvement with the professional organization Cougs First and participates in its community initiatives. Outside of work, Victor enjoys basketball, cooking, football, golfing, hiking, reading, running, spending time with his family, and watching movies.

Steven Rapp is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and operates an executive recruiting business, which he manages on a limited basis. 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, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Katelyn Smith is a CFP® professional with 13 years of industry experience, currently advising clients at Stifel since 2019. Her prior roles include positions at City National Bank and RBC Capital Markets, LLC. She serves on the board of trustees for the Tacoma Museum of Glass. Stifel provides a broad range of brokerage and investment advisory services to individual and institutional clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Cherie Wright is a financial advisor with RBC Capital Markets in Renton, WA, holding Series 63 and Series 65 designations and 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney for nine years before joining RBC Capital Markets in 2018. Outside of her advisory role, she is involved in thoroughbred racing as an owner, with operations licensed in California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides comprehensive portfolio management, financial planning, and brokerage services.

Duncan Mcallister is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in an LLC that owns a vacation home with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Raymond Schmidtke is a financial advisor at Morgan Stanley Wealth Management with 42 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member of the Tacoma Golf and Country Club. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by its Global Investment Committee's research and provides a broad range of investment and advisory services.

Adithya Ravichandran is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at Avantax Advisory Services and Avantax Investment Services. He is also a CPA and works in a family-owned accounting business providing payroll, bookkeeping, tax preparation, and tax planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various investment platforms and third-party managers.

Karen Lansdowne is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. She has worked with Primerica Advisors since 2004 and has prior experience at QFC (Kroger Co) and Fred Meyer. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, with a focus on percentage-based tiered fees and ongoing manager oversight.

Thomas Kraabel is a financial advisor at OSAIC with over 32 years of industry experience. He has previously worked at Woodbury Financial Services, Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of finance, he serves as a basketball referee for middle and high school games in Pierce County, Washington. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms and third-party managers.