Andrew Henrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Cetera, Umpqua Bank, Columbia State Bank, and Citigroup Global Markets. He is also involved in managing rental real estate through partnerships and investment activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public finance work through affiliations uncommon among large institutional advisors.

Spencer Salvador is a CFP® professional with 13 years of industry experience, currently serving as an advisor at LPL Financial. He previously worked at Cambridge Investment Research Advisors Inc. and Cambridge Research Investment, Inc. Salvador is also an independent insurance agent with Finity Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs and third-party asset management.

Jace Kasteler is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2023 and spent six years at Sundance Catalog before entering the financial sector. Kasteler is also a co-owner of CBLK LLC, a non-investment business entity. 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 broad range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Erica Bearer is a financial advisor with Ameriprise in Tacoma, WA, holding Series 63 and Series 65 licenses and one year of industry experience. Her previous roles include positions at Tahoma Advisory Group, Franklin Pierce School District, and Kimball Creek Partners. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Christopher Delaney is a financial advisor with MassMutual Investors Services in Seattle, WA, holding Series 63, Series 65, and Series 66 credentials. He has 17 years of industry experience, serving at MML Investors Services Inc and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns a residential rental property business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-driven planning methods and offers various programs, including educational seminars and specialized event-driven planning services.

Mohammad Zuberi is a CFP®-designated financial advisor with Edward Jones in Seattle, WA, and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a governor for Friends of Ferdinand Festival Street LLC, a volunteer organization focused on creating and maintaining a public gathering space in his neighborhood. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Cory Jantaworn is a financial advisor at Raymond James & Associates with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley and E*Trade Securities. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with an emphasis on non-discretionary relationships.

Jared O'neal is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is a 50% owner of Pendell Ranch in Grand Coulee, WA, where he is involved in pasture cattle operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a broad range of retail and institutional offerings.

Brennan Hartley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked at Cetera Advisors since 2022 and founded Hartley Financial LLC, where he manages office expenses. Prior to his advisory career, he was employed at NanoString Technologies Inc. for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Patrick Mcdevitt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at First Allied Securities and Advisory Services before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Christopher Bell is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Washington State Employee Credit Union, Edward Jones, Bank of America, and Merrill. Outside of his financial advisory work, he operates a home-based battery refurbishing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor networks and technology tools.

Ronald Cuellar Jr. is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing a rental property in Tacoma, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Bryan Gormley is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2003 and worked at Shelgren Financial Group, Inc. from 1998 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and access to institutional platforms, utilizing both proprietary and third-party strategies across diverse asset classes.

Theresa King is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with MML Investors Services and Massachusetts Mutual Life Insurance Co since 1998. Outside of her advisory role, she works part-time as a group health sales agent and engages in real estate transactions representing herself and her husband. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning as annual collaborative relationships using firm-approved analytical tools and provides a range of event-driven planning services.

Joseph Curiel is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 63 designation and having 47 years of industry experience. He has been with Raymond James Financial since 2003, currently serving in his role for over 17 years. Outside of his advisory work, he is an associate employee at The Commerce Company. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Gregory George is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Emily Grandon is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Thornapple River Capital, LPL Financial, Cetera Advisors, and in personal financial planning roles. Her earlier career includes positions at the Community Health Association of Spokane and Eastern Washington University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brock Bennion is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Financial Advocates Investment Management and Kimball Creek Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and technology tools to support its network of over 22,800 advisors.

Aidah Larsen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and eight years of industry experience. She has previously worked at Fidelity Investments and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Rebecca Olson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.