Robert Aceves is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with affiliated firms including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified portfolios with a long-term orientation and operates as a fiduciary under ERISA and applicable Department of Labor guidance.

Taylor Mercer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following positions at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Geoffrey Stark is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Cuna Brokerage Services, Inc. Stark is based in Port Orchard, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Elizabeth Callura is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. She has been with UBS Financial Services since 2015, including its affiliated entities. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Adrian Gonzales is a financial advisor at Edward Jones in Port Orchard, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the US Navy for 20 years and worked at Door Dash and Grab n Grub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Camille Coonrod is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan, Camille worked with Winston Art Group and held various roles in education and fitness-related businesses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Everistus Etafo is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he spent 13 years at J.P. Morgan Securities and Jpmorgan Chase Bank N.A. He is also involved as an owner and part manager of Bordeaux Properties, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Brandt is a financial advisor with Ameriprise in Tacoma, WA, holding Series 63, 65, and 66 licenses and nine years of industry experience. His prior roles include positions at First Command Brokerage Services and First Command Financial Planning. Outside of advisory work, he is an independent contractor serving clients at Ark Wealth Management and owns Burning Mage LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary investment research and third-party data to produce detailed Recommendation Reports, implemented in collaboration with advisors and clients within a structured product and fee framework.

Harry Keppert Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he owns and operates Advanced Financial Tax, LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment managers and program structures.

Mickey Portnoy is a financial advisor with UBS Financial Services in Tacoma, WA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with UBS Financial Services since 2010. In addition to his advisory work, he serves as an advisory board member for the Home of Peace Cemetery. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor client plans and provides a broad range of financial products and services.

Douglas Ritchie is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is also a licensed agent involved occasionally in fixed and immediate annuity sales. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, automated rebalancing, and access to third-party money managers to construct portfolios tailored to client needs.

Bryan Spalding is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Seattle, WA, and has 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and briefly at Wells Fargo Advisors, LLC in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Merry Dooley is a CFP® certificant with 25 years of industry experience, currently serving as an advisor at Raymond James Financial. She has previously worked with Cetera and Columbia State Bank. In addition to her advisory role, she is associated with Columbia Wealth Advisors as a Wealth Planning Manager. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Gregory Freitag is a financial advisor with LPL Financial who holds the CFP® and ChFC® designations and has 52 years of industry experience. His prior firms include Securities America Advisors, Investacorp, and KMS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and utilizes a range of model portfolios and research resources.

Ryan Zimmerman is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and two years of industry experience. He has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Henrickson is a financial advisor at Raymond James Financial Services Advisors, Inc. in Seattle, WA, with 25 years of experience in the industry. He holds Series 63 and Series 65 designations and has worked with firms including Cetera and Umpqua Bank. Outside of his advisory role, he is involved in managing and developing rental real estate through Karma Properties, LLC. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and analytical modeling, and supports institutional consulting through a broad advisor network.

Spencer Salvador is a CFP®-certified financial advisor with 13 years of industry experience, currently with LPL Financial since 2026. Prior to joining LPL, he worked at Cambridge Investment Research Advisors Inc. and Cambridge Research Investment, Inc. for over a decade. He is also an independent insurance agent through Finity Group, LLC, a role he has held for 13 years. LPL Financial serves individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and incorporates model portfolios, third-party subadvisors, and research-driven investment strategies.

Richard Aylen is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo entities since 2011. Outside of his advisory role, he manages several rental properties in the Seattle and Mercer Island areas. 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 integrates research from Wells Fargo Investment Institute and third parties, utilizing diversification and modern portfolio theory to evaluate investment options.

Jace Kasteler is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America and Merrill from 2019 to 2023 and was involved with Sundance Catalog from 2013 to 2019. He is a co-owner of CBLK LLC, a business entity used for tax and investment purposes. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, leveraging model portfolios, research, and technology-driven solutions.

Erica Bearer is a financial advisor at Ameriprise in Tacoma, WA, holding Series 63 and Series 65 licenses. She has held various roles across financial and healthcare organizations since 2010, including positions at Cornerstone Financial Strategies and Kimball Creek Partners. Erica has been with Ameriprise since 2026. Ameriprise provides retirement-income planning services primarily to clients with significant investable assets, combining research, modeling, and tax analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.