Jason Reichert is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, Reichert serves as the vice president of his neighborhood homeowners association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm supports clients through written recommendations across various planning topics and offers the option to combine planning with managed-account programs under a consolidated billing arrangement.

Jeffrey Stewart is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Robert Baird since 2014. Outside of his advisory role, he manages investment decisions for the Immaculate Conception Regional School Endowment Fund and serves as treasurer for the Mount Vernon School Tennis Booster Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies tailored to client goals and risk tolerances.

Tyler Visten is a financial advisor with Ameriprise in Sedro Woolley, WA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously held positions at Whatcom County Government, Western Washington University, and other local organizations. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while emphasizing products from affiliated firms.