Jie La Plante is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2013. Outside of her advisory role, she is involved with the Play it Forward Foundation, which supports underprivileged children's access to sports and related activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Heather Faverman Aquino is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Joel Soltero is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework in its recommendations.

Nicholas Munch is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Stirrett Johnsen, General Mechanical, Inc., and Quanex Building Products. Outside of advising, he operates a hobby farm where he raises and sells day-old chicks and eggs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of over 23,700 financial advisors.

John Crull is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2018 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and participates in home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ryan Harrigan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley through various roles since 2009, including positions at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by a structured discovery process and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lynn Syler is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stifel since 2019. Her prior experience includes roles at City National Bank and RBC Capital Markets LLC. Outside of her advisory work, she serves as a council member for the City of Ruston and participates in fundraising efforts for the local humane society. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Joseph Dinelt is a financial advisor with Morgan Stanley in Gig Harbor, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets beginning in 1998. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm employs a structured planning process supported by firm-approved tools and offers investment advice through both direct and corporate financial planning agreements.

Ryann Chappell is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. She has been with Fisher Investments since 2016. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Nikko Gronhovd is a CFP® certificant with 16 years of industry experience. He currently works at LPL Financial and previously spent 16 years at D.A. DAVIDSON & Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and participant advice programs.

Ibrahim Bah is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked within various roles at JPMorgan Chase Bank, N.A. since 2022. Prior to his advisory career, he was employed at Seattle Choice Transport and attended the University of Notre Dame. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Kellen Dalrymple is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. He has been with Wells Fargo Bank, N.A. since 2010 and transitioned to Wells Fargo Clearing in 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, using research and analytics grounded in diversification principles and modern portfolio theory.

David Fryer is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been associated with both LPL Financial and Boeing Employee Credit Union since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Anthony Raugust is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. He is also involved with The Commerce Co. in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, using analytical tools and tailored advisory programs.

Christopher Shinn is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1998. Outside of his advisory role, Shinn is also an insurance agent focusing on health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a planning process that uses firm-approved software tools and generally recommends investment categories rather than specific products.

Tyler Tonaki is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following prior roles at KMS Financial Services, Expeditors International of Washington, and Compass Group USA. In addition to his advisory role, he is also an employee of JPMorgan Bank, allowing him to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering 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, operating on a non-discretionary basis where clients retain final decision-making authority.

Helen Peterson is a financial advisor with J.P. Morgan Securities in Seattle, WA. She holds a Series 66 license and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMORGAN Chase Bank, she held various roles in both the financial and hospitality sectors, including positions at Amazon and Joey and Cucina Restaurants Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Beverly Cox is a CFP® professional with 40 years of experience in the financial services industry. She is currently affiliated with LPL Financial and previously worked for SCF Investment Advisors, Inc., SCF Securities, Inc., and operated her own firm, B. Cox Planning, from 2013 to 2025. In addition to her advisory work, she has been involved as an insurance broker with B Cox Planning since 1987. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Jennifer Geisler is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Bank of America, Merrill, and Light Brigade. Outside of her advisory work, she owns and operates a sole proprietorship focused on art and culture. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers both direct and corporate financial planning arrangements.

Troy Turner is a financial advisor at Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience and previously held leadership roles at Rainier Arms LLC and Tatoosh Distillery LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.