Joseph Crest is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Lowe's Home Improvement, DoorDash, and Amazon. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jacob Cronk is a financial advisor at Ameriprise in Tacoma, WA, holding a Series 66 designation. He joined Ameriprise in 2024 and has prior experience with Equitable Advisors, Peninsula Community Health Services, and the WSU Volunteer Income Tax Assistance program. Outside of finance, he was involved with the Blazing Onion Burger Company for five years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and provides a broad range of advisory, brokerage, and insurance solutions.

Deborrah Murphy is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors, Inc. and KMS Financial Services, Inc. She is also the owner of Northwestern Financial Group, a DBA used for Washington State insurance renewals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple advisory platforms and third-party money managers.

Brooke Baker is a financial advisor at Raymond James Financial with 17 years of industry experience and a Series 66 credential. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia State Bank for over a decade. She is also involved with Columbia Wealth Advisors in a non-owner associate role providing financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Rhonda Hacker is a financial advisor with OSAIC in Puyallup, WA, holding a Series 66 designation and 15 years of industry experience. She previously worked for Lincoln Financial Advisors for 15 years before joining OSAIC in 2025. Outside of advising, she assists small business owners with setting up QuickBooks and provides pet sitting services for friends and family. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Janelle Embrey is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2009. Outside of her advisory role, she is licensed to provide care for her adult son and receives income for caregiving services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ian Hartley is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2010 and currently provides investment advisory services through Global Retirement Partners, an independent registered investment adviser. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Mart Mitchell is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2018. Prior to that, he spent over two decades with Russell Investments and its affiliated entities. Outside of his advisory role, Mitchell provides seasonal hospitality services at the Washington State Fair in Puyallup, WA. 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, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.

Robert Parrish II is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Christopher Panagiotu is a CFP® professional with 11 years of industry experience. He has worked at LPL Financial since 2020 and held roles at Lucia Wealth Services, LLC and Lucia Securities, LLC from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Daniele Ledvina is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she participates as a blood and plasma donor for medical research with Bloodworks Northwest. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively available separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Loe is a financial advisor with Edward Jones in Puyallup, WA, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2020, he was involved in the flooring industry and briefly worked at Acorn Brewing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and operates a large network of advisors and branch offices across the country.

Traci Nelson is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 credential. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and trust services.

Benjamin Baffa is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Bank of America N.A. and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charean Mead is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Ian Corneille is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Juul Labs, Inc. and DoorDash. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Philip Wuerffel is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 credentials. He has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Outside of his advisory work, he serves as a board member and Tacoma Chapter Director for KIROS, an organization focused on connecting Christians in business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without portfolio management for institutional clients, combining planning with managed-account programs under a consolidated billing option.

Lisa Green is a Financial Consultant currently working at Fidelity Investments since 2023. She has extensive experience in the financial industry, previously holding positions such as Registered Practice Associate and Registered Client Service Associate at Ameriprise Financial, where she worked from 2007 to 2023. Prior to that, she held roles including Branch Office Associate at Edward Jones and Project Analyst at Frank Russell Company. Her professional background includes expertise in client service and financial consulting. Lisa holds insurance licenses in Arkansas and California. Her approach to financial planning emphasizes trust, transparency, and personalized attention, aiming to develop customized plans that help clients achieve their financial goals. Outside of her professional life, Lisa has interests in the beach, cars, social events with friends, gardening, and traveling.

Blair Sexton is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard.

Erik Mickelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 21 years of industry experience. His career includes roles at Avantax Advisory Services and Avanatx Insurance Agency, as well as operating his own firms, Mickelson and Company and Erik D. Mickelson LLC. Outside of advising, he is involved in tax preparation and accounting services through Erik D. Mickelson Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management with support from internal and third-party research and technology.