Susan Leong is a financial advisor with LPL Financial based in Gig Harbor, WA, holding Series 63, 65, and 66 licenses. She has 13 years of industry experience and previously worked at Wedbush Securities Inc. and as a self-employed advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by investment adviser representatives who implement various discretionary and non-discretionary strategies.

Nancy Anne Harris is a financial advisor with LPL Financial in Gig Harbor, Washington, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include positions at Equity Services Inc, National Life Group, RBC Capital Markets, Mass Mutual Investors Services, PRUCO Securities, and Citigroup Global Markets. Outside of her advisory work, she is employed with the Science and Math Institute of Tacoma, a non-investment related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on integrating various investment strategies through a large network of advisors.

Lisa Raimondi is a Series 66-licensed financial advisor with Edward Jones in Gig Harbor, WA, and has four years of industry experience. She has been with Edward Jones since 2022 and is also the owner of Harbor Gymnastics, a recreation services business. Additionally, she serves as an emergency substitute teacher for the Peninsula School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Scot Sageser is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Avantax Advisory Services and World Equity Group, Inc. He is actively involved in several community and nonprofit organizations, serving in leadership roles with groups such as the Valley of Bremerton Scottish Rite, the Scottish Rite Scholarship Foundation of Washington, and the Franklin Lodge No 5, all of which focus on scholarships, education, and charitable activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diversified portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with a broad range of program options and custodial relationships.

Tanner Stepp is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held positions at JD Merit & Co, Wells Fargo NA, and Keller Williams West Sound. Outside of his advisory role, Stepp is the owner of Stepp Enterprises LLC, a non-operating family company, and serves as controller for Boss, LLC. 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 advisory programs and investment strategies, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Lars Urvina Jr. is a financial advisor with Edward Jones in Gig Harbor, WA, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he serves as a Fire Commissioner for Gig Harbor Fire and Medic One, providing general oversight and policy review for the local fire department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Miller is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent eleven years with IAM&AW District 160. Miller serves as a finance council member for Our Lady Star of the Sea in Bremerton and is a board member of the Manette Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Monte Robinson is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2002 to 2009. In addition to his advisory work, he is licensed to sell fixed annuities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools including machine learning, while managing over $819 billion in discretionary assets through a large network of investment representatives.

Teresa Bryant is a financial advisor with Edward Jones in Port Orchard, WA, holding CFP® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2011. Bryant is also the owner of Inspirational Ventures LLC, an investment property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Kimberly Carpenter is a financial advisor with Raymond James Financial in Gig Harbor, WA, holding a Series 66 designation and six years of industry experience. Her prior work includes six years at U.S. Bank. Outside of finance, she has been involved with Halftime Sports Salon for over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gabrielle French is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to support client goals.

Emmanuel Garcia is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Key Investment Services LLC and Wells Fargo Bank, among other firms. Outside of finance, he is involved as the adult representative for his son's monetized TikTok account related to youth soccer content. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Zachary Rosenbloom is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has spent his entire career with Raymond James Financial Services, Inc., beginning in 1997. Outside of his advisory role, Rosenbloom prepares tax returns and provides tax consulting through his accounting practice and is a partner in a local golf course ownership. Raymond James Financial Services Advisors, Inc. delivers financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm employs non-discretionary planning tailored to client goals and supports its advisory network with technology and specialized municipal advisory services.

Vern Barg is a financial advisor with LPL Financial in Bremerton, WA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management services through a large network of investment adviser representatives.

Stephanie Dormann is a financial advisor with Primerica Advisors in Belfair, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. Dormann serves as a board member and treasurer for The Hub Senior Center, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Edgar Engelhardt is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative screening and qualitative research, incorporating forward-looking market assumptions and ESG criteria.

Daniel Wiersma is a financial advisor with LPL Financial in Gig Harbor, WA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at Commonwealth Financial Network and SII Investments, Inc. He serves as president of Harbor Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Schroeder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, UBS Financial Services, and Morgan Stanley. She is also a notary. 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 portfolios, third-party asset management, and institutional platforms.

Geoffrey Stark is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 41 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 29 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved in a real estate rental business in Port Orchard, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Adrian Gonzales is a financial advisor at Edward Jones in Port Orchard, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the US Navy for 20 years and worked at Door Dash and Grab n Grub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.