Jennifer Geisler is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Light Brigade. Outside of her advisory work, she owns and operates a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers both direct and corporate financial planning arrangements.

Benjamin Willey is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 designations. He has 12 years of industry experience, with prior roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Catherine Simmons is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 credentials and four years of industry experience. She has worked at Boeing Employees Credit Union since 2016 and is also a notary public in the state of Washington. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a combination of strategic, tactical, and customized investment approaches.

Joseph Valdivia III is a financial advisor at Raymond James Financial with 22 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, AIG Capital Services, Ameriprise, and UBS Financial Services. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs.

Kendra Riconosciuto is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 credential and 18 years of industry experience. She has worked at several firms, including Capital Analysts, Lincoln Investment, Russell Investments, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, employing various portfolio strategies and technology tools to support client account management.

Cole Forde is a financial advisor at Edward Jones in Auburn, WA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Emerald City Custom Kitchens and Design. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Matthew White is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, LLC and Bank of America, N.A. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm’s investment approach includes multiple program strategy types and emphasizes tax-efficient capabilities, supported by integration with Bank of America affiliates.

David Bleiweiss is a financial advisor with Edward Jones in Issaquah, WA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coordinates a short-term rental property business in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of 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 23,700 financial advisors and offers a variety of investment strategies and affiliated financial services.

Jennifer Dewater is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Woodbury Financial Services and LPL Financial. Outside of her advisory role, she serves as a trustee for an irrevocable trust benefiting a family member and is a 25% shareholder and secretary of RDI Financial Services Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Nathaniel Engstrom is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and nine years of industry experience. Prior to joining LPL Financial, he worked over a decade at U.S. Bank and U.S. Bancorp Investments. He is currently associated with Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports advisors with model portfolios, third-party subadvisors, and technology tools.

Dean Matz is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Matz is a Series 63 and Series 65 license holder and is involved in a business ownership role with Tacoma Advisor Group, sharing office space with other advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Davis McCall is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach emphasizes understanding each client's unique situation to help guide decision-making aligned with their long-term goals. Davis has held multiple roles at Fidelity Investments since 2023, including Financial Representative and Investment Consultant, gaining experience in various aspects of financial advising. This progression reflects his growing expertise in investment strategies and client financial planning. Outside of his professional work, Davis engages in activities such as boating, outdoor adventures, scuba diving, snowboarding, soccer, and traveling.

Chris Lalande is a financial advisor at Edward Jones with 37 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1998. Based in Seattle, WA, he has spent 28 years with the firm. 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, alongside affiliated mutual funds and trust services.

Ranhee Lee is a financial advisor at LPL Financial with three years of industry experience and holds a Series 66 designation. Prior to joining LPL Financial, Lee worked at Wells Fargo Bank and TIAA. Lee is also the owner of Project Me on Me, LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

David Seligman is a financial advisor at Edward Jones in Issaquah, WA, with 21 years of industry experience. He has held his current position at Edward Jones since 2004. Outside of his advisory role, Seligman serves as an assistant coach for the distance track team at Issaquah High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory and investment services under a fiduciary standard.

Avery Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Primerica Advisors, Avery has roles that include working with Shannon Smith RVP and involvement with Primerica Financial Services. Avery also has experience in educational roles spanning from elementary to high school levels. In addition to advisory work, Avery participates in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by third-party asset managers.

Nicolas Boulton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill in 2022, he held roles at DoorDash and Central Casting and spent five years at Pot Shop Seattle. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Richard Artura is a CFP® with 32 years of industry experience. He is currently affiliated with OSAIC and previously worked at Fortis Investors, Inc. His other business activities include ownership roles in insurance-related entities where he sells term insurance, long-term care, fixed annuities, and disability products. OSAIC serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering integrated brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to manage portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Dajana Djuranovic is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Lamb Weston. Outside of advising, she owns rental property in Kissimmee, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large national network and offers a variety of advisory programs with discretionary and non-discretionary strategies.

Joseph Bilsborough is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.