Jeremy Baker is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, his background includes roles in education at Bonney Lake High School and Mountain View Middle School, as well as positions at Grand Canyon University and Costco. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports primarily for clients approaching or in retirement.

Nicole England is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. Her career includes roles at Thrivent Financial, U.S. Bancorp Investments, and Wells Fargo Advisors. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based planning analyses covering a broad range of topics, with options to combine planning and managed-account services under a consolidated billing arrangement.

Shawn Feist is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Saint Gobain Performance Plastics from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Keith Beasinger is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked for LPL Financial for seven years before joining Edward Jones in 2019. Outside of his advisory role, Beasinger is involved in youth and high school soccer coaching in the Tacoma area. 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 broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and affiliated mutual funds.

Trey Wells is a financial advisor at Edward Jones in Puyallup, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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 and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management 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.

Bruce Severeid is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Puyallup, WA, he also engages in photography-related activities such as teaching workshops and publishing, and is involved in operating a retail art gallery in Tacoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

Katherine Irwin is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has experience working at Edward Jones from 2021 to 2025 before joining Raymond James Financial Services, Inc. in 2025. Irwin is based in Puyallup, WA, and has one year of industry experience. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored non-discretionary planning and consulting services, utilizing risk profiling and modeling tools to support client goals.

Christopher Woods is a CFP® professional with 11 years of industry experience, currently advising at Cetera. He has held roles at Rock Ridge Financial Services and CETERA Financial Specialists LLC since 2019. Outside of his advisory work, he serves as secretary for a business referral group, where he organizes meetings and communications. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through affiliated and third-party managers.

Trenton Hansen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Equitable Advisors and has held various roles outside finance, including at Lowe’s Home Improvement and Synology Incorporated. Hansen is also president of Celestial Prints, a 3D printing and retail business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and utilizes sub-advisers and proxy-voting practices in its management approach.

Jennifer Richards is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previous work history at McCurley Integrity Dealerships and Mercedes-Benz of Tri-Cities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

Thomas Baker is a financial advisor with Ameriprise in Bonney Lake, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research and modeling to provide tailored, non-discretionary recommendations primarily through Ameriprise-managed accounts.

Adam Gulley is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014 and previously served in the United States Army Reserve for 19 years. He is also a board and club member of the Kiwanis service organization in Tacoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joseph Todisco is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He served in the U.S. Air Force from 1999 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment solutions, and affiliated services.

Jerry Gintz is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2009. In addition to his advisory role, he owns and operates GINTZ Accounting & Tax LLC, providing accounting, bookkeeping, and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and a range of program structures.

Ty Lee is a financial advisor with Mass Mutual Investors Services in Tacoma, WA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously employed by Metropolitan Life Insurance and MetLife Securities. Outside of his advisory role, Ty Lee is also active as an insurance agent specializing in fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment management.

Laine Ducote is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Edward Jones since 2021 and previously spent four years at Merrill. In addition to her advisory roles, she was involved with Advance Custom Gutters from 2015 to 2021. 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, along with tax-efficient services and affiliated investment products.

Lauren Muller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Cetera Investment Services LLC and Columbia Bank. She also assists financial advisors as an associate with Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and corporate clients, using analytical tools and tailored strategies to support client goals.

Jason Ledesma is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he has a passive interest in a business ownership LLC related to rental property management in University Place, WA. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dempsey Wheelock is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked in various roles, including positions at Deseret Industries and Pythia International. Outside of financial advising, he is listed as a director for Worldwide Charities, a non-profit corporation founded by his father, though he is not active in its business activities. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Chantelle La Marr is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at BlackRock for eight years and Axalta Coating Systems for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.