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John S

CFP®, Series 63, Series 65

Federal Way, WA

Cetera

John Skeith is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® designation and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he owns businesses specializing in tax preparation and tax reporting for securities, and he serves as secretary and treasurer for a local ministry organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform that features both affiliated and third-party managers and various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bryce P

Series 66, Series 63

Graham, WA

Equitable Advisors

Bryce Porter is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked in various roles including at Saint Martins University and Fred Meyer Grocery Store. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary investment solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Kevin B

Series 63, Series 65

Federal Way, WA

Thrivent Investment Management

Kevin Barringer is a financial advisor with Thrivent Investment Management based in Federal Way, WA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Thrivent in 2021, he spent 14 years working with Calvary Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses across various planning topics, with the option to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Business ownership considerations
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Patrick F

CFP®, Series 63, Series 65

Sumner, WA

OSAIC

Patrick Franck is a CFP® professional with 15 years of industry experience. He is currently with Osaic Wealth, where he began in 2024. His prior experience includes roles at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart shopper and volunteered bartending at community events like Seattle Pride and Bumbershoot. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, plans, corporations, and nonprofits through a broad network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on portfolio construction using asset allocation, risk assessment, and automated rebalancing across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John A

Series 63, Series 65

Federal Way, WA

OSAIC

John Arata is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he serves as president of a family tree farm and acts as trustee for family trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Kenneth B

Series 63, Series 65

Auburn, WA

LPL Financial

Kenneth Butler is a financial advisor with LPL Financial in Auburn, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Verity Credit Union and CUSO Financial Services, LP. 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, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
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Trevor L

Series 66

Federal Way, WA

LPL Financial

Trevor Lubereski is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Clifford R. Thomas & Associates. Outside of his advisory role, he is the sole proprietor and CEO of Trevor S Lubereski CPA PLLC, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Ngoc M

Series 63, Series 65

Auburn, WA

Primerica Advisors

Ngoc Manivanh is a financial advisor with Primerica Advisors in Federal Way, WA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been associated with Primerica Advisors since 1996 and operates Ngoc T Manivanh, LLC, a business formed for Primerica-related activities. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure and maintaining authority over its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brian J

Series 65

Edgewood, WA

Edelman Financial Engines

Brian Johnson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Viridian RIA, LLC and Appropriate Balance Financial Service. 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, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Nicholas D

Series 66

Federal Way, WA

Thrivent Investment Management

Nicholas Dare is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and six years of industry experience. He previously worked at Pacific Lutheran University and The Boeing Company. Outside of his advisory role, Dare provides marketing consulting for a pillow manufacturing company called SLEEP MUUS, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed account programs under a consolidated billing option while keeping the services separate.

Business ownership considerations
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Gary A

CFP®, Series 66

Federal Way, WA

Edward Jones

Gary Amerson is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in Victoria Amerson Designs, a dress manufacturing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Retirement income strategy Retirement withdrawal strategies General estate planning guidance Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Jason H

Series 66

Lake Tapps, WA

UBS Financial Services

Jason Hamlin is a Series 66-credentialed financial advisor with 20 years of industry experience. He has been with UBS Financial Services since 2005. Outside of his advisory work, he is co-owner of Joey Hamlin Photography and serves as an assistant lacrosse coach at Auburn Riverside High School. UBS Financial Services provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Mary M

Series 66

Federal Way, WA

Edward Jones

Mary Miles is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and First Interstate Bank. She also worked at Zillow Group for six years before entering the financial sector. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Sara S

Series 66

Auburn, WA

Edward Jones

Sara Sas is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously operated a massage therapy business in Kent, Washington, from 2015 to 2021. At Edward Jones since 2021, she serves clients from Auburn, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Retirement income strategy Divorce financial planning Business ownership considerations Founder/Business Owner Women Professionals Parents Intergenerational Families
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Douglas L

Series 63, Series 66

Federal Way, WA

Edward Jones

Douglas Legg is a financial advisor with Edward Jones in Federal Way, WA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties. 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, 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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen W

Series 66

Federal Way, WA

Edward Jones

Stephen Williamson is a Series 66-licensed financial advisor with Edward Jones in Federal Way, WA. He has nine years of industry experience and has been with Edward Jones since 2016. 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 under management and offers a broad range of advisory programs and investment strategies with a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Laura U

CFP®, Series 66

Enumclaw, WA

Edward Jones

Laura Urban is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and 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 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy Wealth management Business exit / sale strategy Founder/Business Owner
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Benjamin B

Series 63, Series 65

Buckley, WA

Edward Jones

Benjamin Bisnett is a financial advisor with Edward Jones in Buckley, Washington, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Clarity Capital Management, LPL Financial, LLC, and Invest Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Technology Professional
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Samvel S

Series 66

Federal Way, WA

Edward Jones

Samvel Shakhramanov is a financial advisor with Edward Jones in Federal Way, Washington, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following seven years at Lowe's Home Centers. Outside of his advisory role, he serves as executor of his father's estate and manages a custodial bank account for his minor sister’s Social Security survivor benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mark K

Series 63, Series 66

Buckley, WA

Edward Jones

Mark Kafentzis is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm also offers tax-efficient services and operates under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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