Patrick Olsen is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including Kingdom Advisors LLC, State & Shore Advisors, LLC, and Thrivent Investment Management Inc. He serves as a board member and finance committee member for the DuPont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual clients, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various wrap-fee advisory programs and institutional portfolio management.

Nathan Borchardt is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2020, following five years at Wedbush Securities Inc. Outside of his advisory work, he is an associate employee of The Commerce Company in Tacoma, WA. 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, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to deliver non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Brent Wojtanowicz is a financial advisor with Edward Jones in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory work, he is a partner in 26 Adams LLC, a retail property business in Anderson Island, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of approximately 23,701 advisors and over $1 trillion in assets under management.

Peter Stefanic is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and operates Stefanic Insurance and Financial Services, which he founded in 2000. In addition to his advisory work, he is licensed as an insurance agent and sells fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management options, combining discretionary and non-discretionary strategies across various program structures and custodial relationships.

Jason Ledesma is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its predecessor firms since 2005. Outside of his advisory role, he has a passive ownership interest in a business unrelated to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Grimmer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James, he worked at Zack Rosenbloom and Associates, PC for eight years. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through a broad advisor network and affiliated advisory firms.

David Tronson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Investors Security Company, Inc., and 1717 Capital Management Company. Outside of his advisory work, he serves as a licensed substitute teacher for University Place Public Schools. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supports discretionary and advisor-managed strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Sherry Gow is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including Waddell & Reed, INC., and Osprey Financial Partners LLC. Gow has also been involved in sales at International Gemstones, LLC. 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 institutional platforms, supported by extensive operational resources and a broad network of over 22,800 advisors.

David Ortega is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient portfolio management and securities-based lending.

Michael Henson is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Tacoma, WA, bringing 15 years of industry experience. Prior to joining Raymond James, he spent eight years with Cetera Investment Services. Outside of his advisory role, he operates a business selling sports cards and memorabilia on eBay. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through a wide advisor network, including specialized municipal and employer-sponsored retirement plan services.

Erin Abrigo is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has been with Edward Jones since 2012, working out of Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Michael Latimer is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, Latimer serves as president of the Spokane Stock and Bond Club, a nonprofit organization focused on education and networking within the financial services community. He is also involved in a jewelry and pottery business. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering customized financial planning supported by firm-approved analytical tools and a broad range of investment programs.

John Mitchell is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Jon Britt II is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch/Bank of America, Bulwark Capital Management, Crista Media, the University of Arizona, and T-Mobile. 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 investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Deborrah Murphy is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc., KMS Financial Services, Inc., and VOYA Financial Advisors, Inc. Outside of her advisory work, she owns Northwestern Financial Group, a DBA used for insurance renewals and administrative purposes in Washington State. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, and it features a multi-advisor platform with access to third-party money managers and proprietary investment models.

Brian Bronk is a CFP® with 15 years of experience in financial advising, currently serving at LPL Financial since 2018. His prior roles include five years at CETERA Advisor Networks and 14 years at Collier Heggerness & Bronk CPA's PS Inc, where he has been involved in tax preparation, bookkeeping, accounting, and consulting. Bronk is also engaged in business entities related to tax and investment purposes in the Gig Harbor, WA area. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolio programs, third-party asset management, and institutional platforms, combining these with extensive non-advisory financial services and oversight of substantial discretionary assets.

Karl Rainer is a CFP® and ChFC® affiliated with LPL Financial in Gig Harbor, WA, with 16 years of industry experience. He previously worked for 15 years at Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he has been involved with Happy Hans Music as a musician since 2009. 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 services including financial planning and model portfolios, using both proprietary and third-party strategies, supported by technology tools for operational and research assistance.

Kimberlie Olsen is a CFP® professional with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2015. She holds the Series 66 designation and is based in Gig Harbor, WA. 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 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.

Ian Hartley is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2010, following seven years at Russell Investments. He provides investment advisory services through Global Retirement Partners, an independent registered investment advisor. 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, third-party asset management, and institutional platforms.

James Wilson VII is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. His prior firms include LPL Financial and Financial Advocates Investment Management. He serves on the boards of a local church and the YMCA in Tacoma, WA, reflecting involvement in community organizations. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, offering customized, algorithm-assisted recommendations developed by a centralized consulting team. The firm combines research and modeling techniques to address income strategies, Social Security options, and tax-efficient withdrawals.