Cameron Smith is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the mortgage industry with firms including Hometown Lenders Inc., CrossCountry Mortgage, RPM Mortgage, and Penrith Home Loans. Outside of his advisory role, he manages a rental property in Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Benjamin Willey is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 designations. He has 12 years of industry experience, with prior roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Catherine Simmons is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked with Boeing Employees Credit Union since 2016 and is a commissioned notary in the state of Washington. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

William Cooney is a financial advisor with OSAIC in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including prior roles at Securities America Advisors, Inc., Investacorp, and Highland Capital, where he also holds a sales and vice president position in insurance. OSAIC serves a diverse range of clients, from individual and high-net-worth investors to pension plans and charitable organizations, offering integrated brokerage and advisory services alongside access to third-party money managers and model portfolios. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management with a broad investment lineup.

Joseph Valdivia III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Edward Jones and AIG Capital Services, Inc. He is based in Tacoma, WA. 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 institutional entities. The firm employs tailored, non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public-finance work through a municipal advisor affiliation.

Jimmy Fox is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2012. 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, delivering recommendations on a non-discretionary basis.

Camille Nourie is a financial advisor with J.P. Morgan Securities in Seattle, WA. She holds a Series 66 credential and has been in the industry since 2023, with prior roles at Uhlmann Price Securities and experience at USC Marshall School of Business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Gregory Steiger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2021. Outside of his advisory role, he serves as a paraplanner at Dunning Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Joel Tepp is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Tepp is an independent musician and actor, involved in playing and writing music, acting, teaching, and managing a recording studio, as well as an author of fiction and non-fiction. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew White is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. Matthew provides guidance on a range of areas including investing, retirement planning, tax minimization, and wealth management strategies, with access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Matthew specializes in corporate benefits, divorce transition planning, family wealth management, legacy planning, managing new wealth, socially responsible and ESG investing, and retirement income planning. As a Merrill Financial Solutions Advisor and a Personal Investment Advisor (PIA), he leverages the global investing resources of Merrill and the financial services of Bank of America to support his clients' evolving needs. He holds an Associate's Degree from Tacoma Community College. Outside of his professional role, Matthew enjoys adventure sports such as mountain biking, snowboarding, kayaking, as well as activities like billiards, boating, camping, fishing, golfing, hiking, rock climbing, and spending time with his family.

Joseph Hodgins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody platforms.

Aidan Atkins is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining J.P. Morgan, he held roles at Pacific Capital Resource Group, Washington Trust Bank, and Salt and Iron. He has been involved with organizations in sports, including the Professional Referee Organization, NCAA, and the U.S. Soccer Federation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jennifer Dewater is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Woodbury Financial Services and LPL Financial. Outside of her advisory role, she serves as a trustee for an irrevocable trust benefiting a family member and is a 25% shareholder and secretary of RDI Financial Services Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios tailored to client needs.

Nathaniel Engstrom is a financial advisor with LPL Financial in Tukwila, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. He previously worked at U.S. Bancorp Investments and U.S. Bank. Engstrom also provides investment products and services through the Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

Scott Purrelli is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent six years with UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 grounded in modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options that include insurance-related vehicles and bank deposit sweep programs.

Chris Lalande is a financial advisor at Edward Jones with 37 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1998. Based in Seattle, WA, he has spent 28 years with the firm. 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 and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Ranhee Lee is a financial advisor at LPL Financial with three years of industry experience. Lee holds a Series 66 license and has previously worked at Wells Fargo and TIAA-CREF. Outside of advisory work, Lee is the business owner of Project Me on Me, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Nicolas Boulton is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he held roles at DoorDash and Central Casting. Merrill provides managed account services through its Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Peter Sechler is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has been with MML Investors Services, Inc. since 1996 and also maintains a role in insurance sales as an insurance broker focusing on life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing collaborative relationships that emphasize tailored investment strategies without discretionary authority.

Zilong Cui is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and having six years of industry experience. He has been with Wells Fargo Clearing since 2019 and previously worked at Wells Fargo Bank N.A. from 2011 to 2019. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.