Jennifer Bahr is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2017, following prior roles at United Planners Financial Services and Investors Portfolio Services LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a wide range of topics without managing client portfolios directly.

Gerard Gray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Voya Financial Advisors, M Holdings Securities, and Kibble & Prentice. He is also the owner of Gray Retirement and Insurance Solutions, which provides financial services including the sale of insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Stephanie Hawes is a Series 66–designated financial advisor with Edward Jones, based in Auburn, WA, and has six years of industry experience. She previously worked for Rodan + Fields from 2017 to 2023 and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jacob Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in sales and customer service roles at Puyallup Mazda and Ben Bridge Jewelers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Christopher Dolan is a CFP®-designated financial advisor with Edward Jones in Federal Way, WA, where he has worked since 2014. He has 14 years of industry experience. Outside of advising, he holds royalty interests in Continental Resources. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Reed Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Ryan Nau is a financial advisor with LPL Financial in Bonney Lake, WA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Equitable Advisors, Securities America, and KMS Financial Services. Outside of advising, he is a co-owner of a real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and research-supported investment management services.

Brenton Tayet is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gig Harbor, WA. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering various advisory programs including discretionary wrap fee strategies and access to separately managed accounts. The firm supports more than four million clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Smolko is a CFP® professional affiliated with Raymond James Financial, with 12 years of industry experience. He previously worked at USA Financial Securities and Edgecombe & Coplin Wealth Strategies. He is also the owner and operator of Tahoma Advisory Group, LLC, which provides insurance and annuities sales. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools to tailor non-discretionary planning to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

Derek Lindholm is a financial advisor with Robert W. Baird & Co., holding the ChFC® designation and Series 63 and 66 licenses, with 25 years of industry experience. His prior roles include positions at D.A. Davidson & Co. and LPL Financial. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers, with strategies ranging from traditional allocations to more complex investments.

Olena Ostrovskiy is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been active in the financial industry since 2008, gaining experience in various roles including Financial Advisor positions at IDB Bank and Bank Massad in Tel-Aviv, Israel, and as a Sales Support Specialist in the Annuities department at Symetra Financial Corp between 2019 and 2021. Throughout her career, Olena has navigated diverse market conditions and developed a broad understanding of investment strategies. She works collaboratively with clients to create adaptable financial plans tailored to their unique circumstances. Olena communicates with clients in Hebrew, Russian, and Ukrainian. Outside of her professional work, Olena's interests include family activities, fitness, parenthood, pets, surfing, and yoga.

Shayne Plantz is a Planning Consultant who collaborates with advisors and partners with clients to assist with their personal goals and financial planning. Shayne has experience working as a Relationship Manager at Fidelity Investments from 2024 to 2026 and served as a Financial Representative at Fidelity Investments from 2023 to 2024. No additional information about education, credentials, or personal interests has been provided.

Samuel Snow is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at Evergreen Market, Comc, CPCM Holdings, and Security Sam. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients. The firm employs structured financial planning tools and serves clients through direct and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Tyler Kerby is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Morgan Stanley from 2015 to 2023, including a position with Morgan Stanley Private Bank. Outside of advising, he operates a sole proprietorship focused on photography and videography. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Joshua Collier is a CFP® professional with eight years of industry experience, currently advising through LPL Financial in Tacoma, WA since 2018. Prior to joining LPL, he worked at Global Business Resources and Youth For Christ (YFC) USA. Outside of his advisory role, he serves as Master of Ceremonies for fundraising events with the Stokes Auction Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diversified investment strategies supported by internal and third-party research.

Ting Su is a financial advisor at Cetera with 14 years of industry experience. Su holds a Series 66 designation and has worked at Cetera and its affiliates since 2012, with prior experience at LPL Financial and Cathay Bank. Outside of advisory work, Su is also involved in customer service and loan roles at a banking institution. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Hung Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at JP Morgan Chase, Merrill, and Bank of America. Nguyen is also affiliated with Seattle University. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities in municipal and public finance.

Ryan Hurst is currently a Market Leader at Fidelity Investments, where he leads a team of financial professionals in the greater Seattle area. His team's primary focus is assisting customers in creating and implementing personalized plans to enhance their financial well-being. Ryan has held this role since 2017. He has extensive experience at Fidelity Investments, having served in various capacities since 2000. His previous positions include Senior Branch Manager, Branch Office Manager, Assistant Branch Office Manager, Vice President Financial Consultant, Financial Consultant, Retirement Income Planner, Investments Consultant, and Service and Trading Associate. The information provided does not include details about Ryan's educational background, credentials, personal interests, or community involvement.

Kevin Warren is a CFP® professional with 31 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He holds Series 63 and Series 65 licenses and is based in Puyallup, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement (IPS) driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.