Caroline Whitlock is a CFP® with eight years of industry experience, currently affiliated with Edward Jones. Prior to joining Edward Jones in 2018, she worked in education for nearly two decades, including roles within the Kent School District and the Federal Way School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.

George Martonik Jr. is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Financial Services and Primerica Advisors since 1985. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

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.

Evan Lewis is a financial advisor at Osaic Wealth, Inc. with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Woodbury Financial Services and Securities America Advisors. He is also involved as treasurer and a 25% shareholder in RDI Financial Services, a partnership venture. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Richard Nash is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is a notary public and conducts insurance business related to life, health, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Hal Lettice is a financial advisor with OSAIC in Federal Way, WA, holding Series 63 and Series 65 registrations and having 27 years of industry experience. His prior roles include positions at Securities America Advisors, MRW Financial, and Invest Financial Corporation. Outside of his advisory work, he serves as an administrator for the Light of Christ Community Garden. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a broad network of advisors and multiple platforms. The firm employs a variety of asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes, managing accounts on discretionary and non-discretionary bases.

Christopher Stacey is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Hoffman is a financial advisor with LPL Financial in Federal Way, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 12 years before joining LPL Financial in 2018. Hoffman is also involved with Main Street Tax Advisors, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth clients—retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

Drake Hogan is a financial advisor with Edelman Financial Engines in Federal Way, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group, Merrill, Bank of America, and several wealth management firms. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven investment process with diversified model portfolios and provides both discretionary and non-discretionary management through a range of service channels.

Paul Sharp is a financial advisor with Thrivent Investment Management in Auburn, WA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Acorns, J.P. Morgan Securities, and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations on a broad range of planning topics without including implementation. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.

John Dolan is a CFP®-certified financial advisor with Edward Jones in Federal Way, WA, where he has worked since 2013. He has 18 years of industry experience and holds the Series 66 designation. Outside of his advisory role, he is a minority owner in a real estate business involved in liquidating commercial properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

Brent Williams is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors for six years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management options supported by internal and third-party research.

Andrea Gist is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with two years of industry experience. She previously worked at Hunter Benefits and Westwood Shipping. Outside of her advisory role, she plays baritone and tenor saxophone in a local jazz group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm has a large national network of advisors and branches and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Justin Weinstein is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, he was involved with Intenza Fitness from 2016 to 2018. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and various portfolio management strategies.

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.

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.

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.

Jeffrey Hilt is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and 18 years of industry experience. He previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nearly two decades and spent 20 years with Alaska Airlines. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and services, including financial planning and retirement consulting, combining proprietary research with strategies from third-party subadvisors and technology-driven portfolio management.

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.