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.

Sandi Martin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2013. Outside of her advisory role, she is developing a small weekend business selling exotic plants under the name Leaf Culture. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Renee Degner is a financial advisor with Raymond James & Associates, holding Series 66, 63, and 65 licenses. She has 24 years of industry experience, including prior roles at American Funds Distributors, Inc. Degner holds a real estate license which she maintains for personal and family use without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad network of advisers and affiliated research.

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 with Cetera, holding a Series 66 credential and two years of industry experience. He also serves as a senior accountant at Arch Accounting & Tax Services, a family-owned business providing payroll, bookkeeping, tax preparation, and planning services. Prior to joining Cetera, Ravichandran worked at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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.

Noah Bailey is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Stadium Wealth Management, LLC and Waddell & Reed, Inc. He is also involved with 1102 Broadway 300, LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services utilizing various model portfolios, third-party subadvisors, and customized strategies.

Samantha Chen is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vantage Point Business Services and Charles Schwab Bank, SSB, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments.

Angela Saladis is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Key Investment Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Leslie Walters is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Walters has been with Morgan Stanley Smith Barney LLC since 2009 and worked with Morgan Stanley Private Bank, N.A. from 2015 to 2017. Outside of advisory work, Walters is a member of the Investments & Wealth Institute, an educational association focused on investments and wealth. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee.

Cedric Simmons is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. Prior to his current role, he worked at AT&T Mobility and Nike Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nick Akhbari is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2014. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized investment committee to construct globally diversified portfolios and employs tax-aware strategies and risk management tools.

Cindy Moore is a financial advisor at Morgan Stanley in Tacoma, WA, with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brendan Smith is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Hornor Townsend & Kent, and Penn Mutual Insurance. Outside of his advisory role, Smith serves on the Board of Directors for the Corinthians Yacht Club of Tacoma, acts as the mascot for the Seattle Thunderbirds junior hockey team, and is president of a local BNI Business Networking International chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering wrap fee advisory programs with discretionary and non-discretionary portfolio management and various financial services. The firm employs tailored strategies using in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

Mark Burns is a financial advisor with LPL Financial based in Kent, WA, holding a Series 66 designation and 19 years of industry experience. His professional background includes roles at Waddell & Reed Inc and operating his own firm, Mark J Burns PLLC. Outside of advisory work, he has experience in real estate investment and managing rental properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.