Jennifer Bahr is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2017, following prior roles at United Planners Financial Services and Investors Portfolio Services LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a wide range of topics without managing client portfolios directly.

Jacob Hardy is a financial advisor at Edward Jones in Sumner, WA, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Edward Jones in 2023, he worked in sales and customer service roles at Puyallup Mazda and Ben Bridge Jewelers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Ryan Nau is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Equitable, Securities America, and KMS Financial Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Michael Smolko is a CFP® professional affiliated with Raymond James Financial, with 12 years of industry experience. He previously worked at USA Financial Securities and Edgecombe & Coplin Wealth Strategies. He is also the owner and operator of Tahoma Advisory Group, LLC, which provides insurance and annuities sales. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools to tailor non-discretionary planning to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Sienkiewich is a financial advisor at Merrill with seven years of industry experience and holds the Series 66 designation. His work history includes roles at Bank of America, Merrill, and Wells Fargo Bank. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Warren is a CFP® professional with 32 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2003 to 2011. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Guy Ellison is a financial advisor with Thrivent Investment Management in Puyallup, WA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Ellison serves on the board of the Auburn Public Schools Foundation, a nonprofit supporting teachers and students in the Auburn School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed-account services while maintaining separation between the two.

Dustin Hocking is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked for 15 years at The Home Depot. Outside of his advisory role, he is employed part-time at Walmart in Yelm, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large network of advisors and branch offices.

Nolan Bailey is a financial advisor at Edward Jones in Graham, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Bank of America and has experience in education and community organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over four million clients through a large network of financial advisors and branch offices.

Casey Griesemer is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2019. Outside of his advisory role, he owns WORD Boat Trailers, a retail business based in Tacoma, WA. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining these with extensive non-advisory financial products and services.

James Morgan is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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 programs and investment solutions, operating under a fiduciary standard with a large network of advisors and branches nationwide.

Shane Klingenstein is a financial advisor with Edward Jones in Bonney Lake, WA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in commercial real estate management and owns rental properties in Lake Tapps, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Koleszar is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.