Timothy Howell is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with JPMorgan Chase Bank and its affiliates since 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Smith is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as experience with Apollo Robotic Technologies, Inc. and Extreme Reach. J.P. Morgan Securities 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 when recommending strategies.

Belinda Brill is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets since 2018, following a 17-year tenure at Cosse International Securities, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Tristan Fujita is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones, Multicare, Tuality Healthcare, Orthopedic and Fracture Specialists, and George Fox University, where he continues a part-time engagement. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and various portfolio management options.

Renee Walden is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies and affiliated investment products through a large national network of advisors and branch offices.

Lance Rieland is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked in construction and participated in roles at Montana State University and Younglife's Malibu Club. Outside of his advisory work, he serves as Worship Director at Sufficient Grace Church in Graham, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of advisors and branches.

Jacob Mcbride is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2017. Prior to his financial services career, he was involved with Eastridge Church for five years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Yuki Igarashi is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Based in Seattle, WA, Igarashi holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Cox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. His work is based in Shoreline, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nianfei Shen is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing, Shen has held positions at Wells Fargo Bank, Trader Joe's, and the Dolar Shop Restaurant Group. 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.

Victor Beling is a Financial Advisor with Merrill Lynch Wealth Management. He provides investment advice and access to banking and lending services through Bank of America. Victor focuses on developing personalized investment strategies that align with clients' financial goals. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Victor combines financial experience with a relationship-first approach, serving as a trusted resource and advocate for clients throughout their financial journey. Victor holds a Bachelor's Degree from Washington State University and a High School Diploma from Gov John R Rogers High School. He maintains involvement with the professional organization Cougs First and participates in its community initiatives. Outside of work, Victor enjoys basketball, cooking, football, golfing, hiking, reading, running, spending time with his family, and watching movies.

Steven Rapp is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and operates an executive recruiting business, which he manages on a limited basis. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Fiqri Dine is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has held various roles within J.P. Morgan entities since 2014, including positions at J.P. Morgan Investment Management Inc. and J.P. Morgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Katelyn Smith is a CFP® professional with 13 years of industry experience, currently advising clients at Stifel since 2019. Her prior roles include positions at City National Bank and RBC Capital Markets, LLC. She serves on the board of trustees for the Tacoma Museum of Glass. Stifel provides a broad range of brokerage and investment advisory services to individual and institutional clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Terrance Zaragoza is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC and an ongoing tenure at Wells Fargo Bank since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary when advising clients.

Raymond Schmidtke is a financial advisor at Morgan Stanley Wealth Management with 42 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member of the Tacoma Golf and Country Club. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by its Global Investment Committee's research and provides a broad range of investment and advisory services.

Adithya Ravichandran is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior experience at Avantax Advisory Services and Avantax Investment Services. He is also a CPA and works in a family-owned accounting business providing payroll, bookkeeping, tax preparation, and tax planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to various investment platforms and third-party managers.

Rocco Cacciatore is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Thomas Kraabel is a financial advisor at OSAIC with over 32 years of industry experience. He has previously worked at Woodbury Financial Services, Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of finance, he serves as a basketball referee for middle and high school games in Pierce County, Washington. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to various investment platforms and third-party managers.

Noah Bailey is a financial advisor at LPL Financial with 19 years of industry experience and holds the Series 66 designation. His career includes roles at Waddell & Reed, various insurance carriers, and Stadium Wealth Management. Bailey has also operated his own advisory firm, NOAH BAILEY LLC, and maintained involvement as an insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and advanced technologies.