Jessica Storey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, with four years of industry experience. Before joining Integrated Wealth Concepts in 2026, she worked at Zevenbergen Capital Investments LLC for seven years, as well as KMS Financial Services, Inc and Becu. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a long-term investment approach while also implementing shorter-term trades as needed.

Brighton Hollis is a Series 66 licensed financial advisor with Transamerica Financial Advisors, with three years of industry experience. Prior to his current role, he worked at equitable and BDS Analytics. He is also president of Powerfoods LLC, a pass-through entity primarily used for consulting income. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Cuicui Randolph is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. She has worked in various roles within First Command entities since 2021 and also serves in the U.S. Army, where she has been a member for over 27 years. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select and manage model portfolios using approved third-party managers.

Timothy Batanian is a financial advisor with Eagle Strategies (New York Life) based in Gig Harbor, Washington. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has operated Batanian Financial Group and Batanian Family LLC since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Jae Yung Lee is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and no prior industry experience. Before joining the financial sector, he served in the US Army for 22 years. He also had a role at Cape Disappointment State Park. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Krista Galanin is a financial advisor at Key Investment Services LLC with 18 years of industry experience and holds Series 63 and Series 66 designations. She has been with Key Investment Services since 2010. Outside of her advisory work, she is a business partner with her husband in SNW Construction LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider platform model and integrates services from affiliated KeyCorp entities, offering a range of wrap programs and custodial services.

Richard North is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, North co-manages two office buildings and oversees an inherited dry land wheat farm in Eastern Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional mandates. The firm offers planning engagements either as one-time or ongoing relationships, emphasizing written recommendations across a broad range of financial topics.

Rick Larson is a financial advisor with Morgan Stanley in Gig Harbor, WA, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley since 2009, and Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

Jason Light is a CFP® and ChFC® with 12 years of experience in financial advising, currently with Edward Jones since 2013. He also serves as a military officer in the US Army Reserve and is involved in part-time farming and continuing education instruction at Tacoma Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Dennis Bush is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Raymond James since 1996. Outside of his advisory role, he is president of Bush, Polen & Associates, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and supports a broad network of advisors with sophisticated analytical tools and specialized programs.

Joe Davis is a Series 66-licensed financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent since 2018 and previously served 18 years in the Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Anthony Hauenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. who holds a Series 66 designation and has 14 years of industry experience. He also works as an independent contractor at Bush, Polen and Associates, Inc., and is a musician performing at various venues since 1994. Additionally, he is the CEO of T To L Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Kathryn Rawlings is a Series 66-licensed financial advisor with Morgan Stanley in Fox Island, WA, where she has been employed since 2011. She has 14 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and uses structured financial planning tools, including Monte Carlo simulations, to support client planning.

Anona Klabo is a financial advisor with Cetera holding the CFP® and ChFC® designations and over 27 years of industry experience. She has been with Cetera and its affiliates since 2005 and also worked at Heritage Bank and Harborstone Credit Union. Outside of advising, she is a 100% owner of a rental property. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Jillian Tizapantzi is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various JPMorgan entities and KeyBank. Outside of finance, she has been involved with Ocean 5/Table 47/Harbor 05 LLC since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and supports a range of investment strategies, including those with an ESG framework.

Gregory Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Investment Planning and Shelgren Financial Group. Nelson is also involved with Chambers Bay Wealth Management, an affiliated insurance agency related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Laura Linman is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2010, with a two-year period at CMG Financial from 2017 to 2019. Laura is based in Tacoma, WA. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Van Houten is a financial advisor with Ameriprise in Gig Harbor, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Van Houten serves on the Board of Directors for Heritage HOA, a community organization in Gig Harbor. Ameriprise offers retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Melissa Newell is a financial advisor with Edward Jones in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and was previously employed by Pierce County from 2013 to 2018. Outside of her advisory role, she is the owner and manager of Stevens26, LLC, which is involved in commercial real estate and rental income activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jason Hummel is a financial advisor at Osaic with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Osaic, he worked at Commonwealth Financial Network and Cetera Investment Services LLC. Outside of finance, he operates Jason Hummel Photography, a commissioned photography business active for over 17 years. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and portfolio management. The firm uses a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various risk management and rebalancing tools.