Lars Urvina Jr. is a financial advisor with Edward Jones in Gig Harbor, WA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he serves as a Fire Commissioner for Gig Harbor Fire and Medic One, providing general oversight and policy review for the local fire department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Fuson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has worked since 2006. He leads a team of investment industry professionals to deliver a full range of wealth management services, focusing on institutional client relationships. Prior to joining Merrill Lynch, Christopher worked with Morgan Stanley in their Los Angeles and Olympia offices. Since entering the financial services industry in 2003, Christopher has developed expertise in managing endowments, organizational liquidity, and benefit programs, including equity compensation, defined benefit, defined contribution, and non-qualified deferred compensation plans. His client focus areas include college education planning, liquidity management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Christopher holds a Bachelor's degree from the University of Southern California and holds several professional designations, including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE).

Paul Miller is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent eleven years with IAM&AW District 160. Miller serves as a finance council member for Our Lady Star of the Sea in Bremerton and is a board member of the Manette Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Power is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 2012. He co-leads the MPS Wealth Management Group and has been the Resident Director of the Tacoma office since 2020. John's professional focus includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, and socially responsible, values-based, and ESG investing. He works with a diverse client base including doctors, lawyers, entrepreneurs, executives, and other professionals. John earned a Bachelor's degree in French and Political Science from the University of Portland and a Master's degree in International Relations with advanced study in conflict resolution from Syracuse University in 2012. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Certified Plan Fiduciary Advisor (CPFA®) designation, and FINRA Series 9 and 10 registrations. John is a member of the Bellarmine Alumni Association. Outside of his professional responsibilities, John is active in his local community and non-profit organizations. He is fluent in English, French, and Spanish, stemming from his extensive travels to Europe, South America, and Africa. John enjoys golfing, reading, playing soccer, and spending time with his family.

Antwan Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Bank of America and Movement Mortgage. Outside of his advisory role, he works as an Uber driver in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jason Sipe is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Equitable Advisors, LLC. Outside of finance, he creates live-streamed culinary content on Twitch and has participated in food-related events with Foodbeast. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Monte Robinson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2009. Outside of advisory work, he is involved in non-variable insurance sales, including fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, featuring discretionary and non-discretionary management supported by in-house and third-party research.

Rita Acosta is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked for Hemlock Printers for 21 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 advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Liam Tonner is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at Wells Fargo Bank, Caliber Home Loans, and other Wells Fargo entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Daniel Coonrod is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Tomislav Kuzman is a financial advisor with Wells Fargo Clearing in Anacortes, WA, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, with prior experience at BKCO Mortgage. Outside of his advisory work, he serves as a co-guardian for his son and a co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Santosuosso is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to joining UBS, Ryan spent time at the University of Washington and was involved in operating a car wash business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Christopher Black is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he co-owns Sockeye Marine LLC and works as a ski instructor at Ski Masters-Snoqualmie Pass. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

September Cifra is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Teresa Bryant is a financial advisor with Edward Jones in Port Orchard, WA, holding CFP® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2011. Bryant is also the owner of Inspirational Ventures LLC, an investment property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Gregg Dawson is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. He previously worked for KMS Financial Services, Inc. for 10 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from internal and third-party sources.

Joseph Blackner is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 credential and has previously worked at Bank of America, Merrill, and W.G. Clark Construction. Blackner is involved with Pacific Legacy Wealth Partners, a business related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Ryan Bomberry serves as a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aligned with their unique ambitions and family priorities. His services include planning for education funding, retirement lifestyle and healthcare cost coverage, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income management. He also provides access to Bank of America specialists for comprehensive banking, credit, home financing, and small business solutions. Ryan draws upon his background growing up in a hardworking, blue-collar family in a small town in Kansas, bringing dedication and work ethic to his financial advisory career. He emphasizes candid, clear, and consistent communication and takes the time to understand clients' short-, mid-, and long-term goals to create tailored strategies. As a Senior Portfolio Advisor, he manages discretionary custom investment strategies and selects from a range of model portfolios and third-party investment options. His professional designation includes Personal Investment Advisor (PIA). Ryan earned a high school diploma from Dunbar Learning Center and attended Washburn University without degree completion. Outside of work, he enjoys baseball, basketball, boxing, chess, cooking, golfing, photography, swimming, traveling, and spending time with his family.

Sunshine Maroney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Michael Harnden is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and 19 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory work, he owns and operates TBD, LLC, a separate business based in Lake Stevens, Washington. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with more than 14,000 financial advisors.