Jennifer Dewater is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Woodbury Financial Services and LPL Financial. Outside of her advisory role, she serves as a trustee for an irrevocable trust benefiting a family member and is a 25% shareholder and secretary of RDI Financial Services Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Nathaniel Engstrom is a financial advisor with LPL Financial in Tukwila, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank. Engstrom also provides investment products and services through the Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

Dean Matz is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Matz is a Series 63 and Series 65 license holder and is involved in a business ownership role with Tacoma Advisor Group, sharing office space with other advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Davis McCall is a Financial Consultant at Fidelity Investments, where he works closely with clients to develop personalized financial plans. His approach emphasizes understanding each client's unique situation to help guide decision-making aligned with their long-term goals. Davis has held multiple roles at Fidelity Investments since 2023, including Financial Representative and Investment Consultant, gaining experience in various aspects of financial advising. This progression reflects his growing expertise in investment strategies and client financial planning. Outside of his professional work, Davis engages in activities such as boating, outdoor adventures, scuba diving, snowboarding, soccer, and traveling.

Chris Lalande is a financial advisor at Edward Jones with 37 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1998. Based in Seattle, WA, he has spent 28 years with the firm. 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, alongside affiliated mutual funds and trust services.

Ranhee Lee is a financial advisor at LPL Financial with three years of industry experience. Lee holds a Series 66 license and has previously worked at Wells Fargo and TIAA-CREF. Outside of advisory work, Lee is the business owner of Project Me on Me, LLC. 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 offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Avery Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Primerica Advisors, Avery has roles that include working with Shannon Smith RVP and involvement with Primerica Financial Services. Avery also has experience in educational roles spanning from elementary to high school levels. In addition to advisory work, Avery participates in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by third-party asset managers.

Nicolas Boulton is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held roles at DoorDash and Central Casting. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Richard Artura is a CFP® with 32 years of industry experience. He is currently affiliated with OSAIC and previously worked at Fortis Investors, Inc. His other business activities include ownership roles in insurance-related entities where he sells term insurance, long-term care, fixed annuities, and disability products. OSAIC serves a diverse client base, including individual and high-net-worth investors as well as institutional clients, offering integrated brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and third-party platforms to manage portfolios that can include stocks, bonds, mutual funds, ETFs, and alternative investments.

Mark Champoux is a financial advisor at Edward Jones in Kent, Washington, holding Series 63 and Series 65 credentials with 15 years of industry experience. Prior to joining Edward Jones in 2026, he worked at Primerica Financial Services/PFS Investments Inc for 15 years and spent over two decades in educational roles within the Kent and Tahoma School Districts. He also engages in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the United States.

Christopher Mc Nabb is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he served five years in the US Army. Outside of his advisory role, he is involved as a ski coach with the Crystal Mountain Alpine Club in Bellevue, WA. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Hilger is a financial advisor with Morgan Stanley in Gig Harbor, Washington, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Russell Investments, and Bank of New York Mellon. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques while providing advisory services without individual security recommendations in standalone plans.

Doug Stucki is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 2003. He has held various roles within the company, including Director of Retirement Planning from 2012 to 2021, Senior Account Executive from 2006 to 2012, and Account Executive from 2003 to 2006. Doug holds a California insurance license and focuses on connecting with clients to build financial plans that help them progress toward their goals. He aims to simplify the financial planning process and create an enjoyable experience that empowers clients to feel confident about their financial future. Outside of his professional work, Doug enjoys biking, cooking and baking, gardening, hiking, outdoor adventures, and running.

Richard Devlin is a CFP®-designated financial advisor with 30 years of industry experience. He is currently with LPL Financial, where he has worked since 2025, following five years at Ameriprise and Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Traci Leslie is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Tracy Smith is a financial advisor with Edward Jones in Kent, WA, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Tracy worked for Faith Church from 2011 to 2017. Tracy has previously been involved in product sales as a Mary Kay consultant and has purchased Scentsy products for personal use. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment products. The firm operates a fiduciary standard and is notable for its extensive network of advisors and branch offices across the country.

Talia Thepvongsa is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having two years of industry experience. She has previously been involved with Belief Agency and Creative Media Alliance, and has operated an e-commerce business, Ruston Goods LLC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers advisory services through a large network of financial advisors.

Ann Scott is a financial advisor with Ameriprise in Auburn, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Colton Schieving is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Mountain America Credit Union, Enterprise Rent-A-Car, and the University of Utah. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including managing fund-of-funds and model portfolios.

Casey Griesemer is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2019, he spent seven years with Edward Jones. Outside of his advisory role, he owns a retail business, WORD Boat Trailers, based in Tacoma, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research.