Omar Barr is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Edward Jones, having joined in 2024, and previously worked at Bank of America and Merrill Lynch. His background also includes roles at Thonis Advisory and A/T Capital Management. Outside the financial industry, he is involved in managing vacation rental properties in Manchester, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment solutions, combining a large network of financial advisors with affiliated mutual funds, trust services, and securities-based lending options.

Tyler Whitworth is a CFP®-credentialed financial advisor with Edward Jones, where he has worked for 13 years. He serves as a Civil Service Commissioner for the City of Tenino and is a board member of the Gaylord Strand Wrestling Scholarship, a nonprofit he co-founded to honor a high school wrestling coach. Whitworth also works as an assistant wrestling coach at Tenino High School during the wrestling season. 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 solutions, operating under a fiduciary standard and maintaining a substantial national network of advisors and branches.

Brian Hood is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Personal Capital Advisors Corporation, Empower Advisory Group, and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios with long-term orientation and both discretionary and non-discretionary advisory options.

Brady Hoover is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Yelm Community Schools for seven years and Anthony's Homeport for eighteen years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Felix Peguero Reyes is a financial advisor with Raymond James Financial Services Advisors, Inc. and Asiron Wealth Group. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 18 years at Edward Jones. He serves as CEO of Asiron Wealth Group and participates on the finance and investment committee of The Remnant.US church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling.

Bryan Erickson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience with Symmetry Financial Group and other businesses. Erickson is also a part owner of Northwest Restroom Trailers, where he assists with communication. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Leah Waterworth is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Empower Retirement and Merrill Lynch Pierce Fenner & Smith. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI-driven methodologies and its formal advisory role to multiple registered investment companies.

Richard Thompson is a financial advisor with Edward Jones in Tumwater, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a co-owner of a rental property in Olympia, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Steven Gideon is a CFP®, ChFC®, and holds a Series 66 license with 26 years of industry experience. He has been with Raymond James Financial since 2009 and has prior experience at Keating Financial Advisory Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor recommendations and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

David Stuhlmiller is a financial advisor with Thrivent Investment Management in Olympia, WA, holding a Series 66 designation and having two years of industry experience. His work history includes roles at Thrivent Financial and Washington Farm Bureau. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s planning services can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Kyle Smith is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Kyle has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.