Adithya Ravichandran is a financial advisor with Cetera, holding a Series 66 credential and two years of industry experience. He also serves as a senior accountant at Arch Accounting & Tax Services, a family-owned business providing payroll, bookkeeping, tax preparation, and planning services. Prior to joining Cetera, Ravichandran worked at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Woodbury Financial Services, Arbor Point Advisors, and KMS Financial Services. Outside of advising, he serves as a basketball referee for boys and girls high school games in Pierce County, Washington. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with various discretionary and third-party strategies and is notable for its scale and complex affiliate network.

Noah Bailey is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Stadium Wealth Management, LLC and Waddell & Reed, Inc. He is also involved with 1102 Broadway 300, LLC, a non-investment-related 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 provides a range of advisory and brokerage services utilizing various model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Wamsley is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds a Series 66 designation and has four years of industry experience. He has been with Wells Fargo Clearing since 2021 and with Wells Fargo Bank, N.A. since 2016. 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 roughly $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Samantha Chen is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Her prior roles include positions at Vantage Point Business Services and Charles Schwab Bank, SSB, among others. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments.

Daniel Moon is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services for six years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Podolske is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Bank, N.A. since 1993. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Angela Saladis is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at Key Investment Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Leslie Walters is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Walters has been with Morgan Stanley Smith Barney LLC since 2009 and worked with Morgan Stanley Private Bank, N.A. from 2015 to 2017. Outside of advisory work, Walters is a member of the Investments & Wealth Institute, an educational association focused on investments and wealth. Morgan Stanley Wealth Management serves individual and institutional clients by offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee.

Kendal Walls is a financial advisor at Wells Fargo Clearing with one year of industry experience. Walls previously worked at Bank of America, Merrill, and Umpqua Bank. Outside of finance, Walls has been involved with University Tees and A Nanny for You. 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.

Joel Antush is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Sound Credit Union, CUSO Financial Services, and Northwestern Mutual. He also has experience in education and hospitality, including teaching at Pierce College and Central Washington University and working at Tumble Creek Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cindy Moore is a financial advisor at Morgan Stanley in Tacoma, WA, with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brendan Smith is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Hornor Townsend & Kent, and Penn Mutual Insurance. Outside of his advisory role, Smith serves on the Board of Directors for the Corinthians Yacht Club of Tacoma, acts as the mascot for the Seattle Thunderbirds junior hockey team, and is president of a local BNI Business Networking International chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering wrap fee advisory programs with discretionary and non-discretionary portfolio management and various financial services. The firm employs tailored strategies using in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

William Anderson is a financial advisor with Edward Jones in Seattle, WA, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 2009. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Joshua Sienkiewich is a Financial Advisor with Merrill Lynch Wealth Management. He works with professionals, retirees, business owners, and multigenerational families to build, preserve, and transfer wealth through personalized financial planning and investment guidance. He focuses on family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Since joining Merrill Lynch in 2018, Joshua has helped clients navigate retirement, major life transitions such as loss of a loved one, divorce, or inheritance, and wealth transfer strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Joshua is currently pursuing a Bachelor of Science in Finance from Western Governors University. Born and raised in the Pacific Northwest, Joshua is proud to serve the community he has called home his entire life. Outside of his professional role, he enjoys adventure sports, baseball, camping, fishing, football, hiking, horseback riding, music, spending time with his family, and traveling.

Norman Thomson is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Financial Engines Advisors LLC, The Mutual Fund Store, Signator Financial Services, and Charles Schwab. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Richard Wilson is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and six years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at several firms including Creative Financial Designs, Inc. and The Prudential Insurance Company of America. Wilson also operates Rich Wilson Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a broad network of advisors and technology tools to support account management.

Samuel Law is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of discretionary and non-discretionary investment options.

Riley Duffy is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 66 credentials and two years of industry experience. He has prior experience with firms including Ameriprise Financial and AIG Capital Services. Duffy is also involved with Duffy Wealth Management LLC, where he supports clients in financial planning and investment discussions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across a large advisor network.