Philip Wuerffel is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 credentials. He has 10 years of industry experience, all with Thrivent Financial and Thrivent Investment Management. Outside of his advisory work, he serves as a board member and Tacoma Chapter Director for KIROS, an organization focused on connecting Christians in business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning without portfolio management for institutional clients, combining planning with managed-account programs under a consolidated billing option.

James Chaffee is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Raymond James Financial Services since 2000 and has operated his own support company, Chaffee & Associates, since 1994. Outside of his advisory work, he served with the Washington State Umpire Association from 2016 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs and specialized offerings like municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lisa Green is a Financial Consultant currently working at Fidelity Investments since 2023. She has extensive experience in the financial industry, previously holding positions such as Registered Practice Associate and Registered Client Service Associate at Ameriprise Financial, where she worked from 2007 to 2023. Prior to that, she held roles including Branch Office Associate at Edward Jones and Project Analyst at Frank Russell Company. Her professional background includes expertise in client service and financial consulting. Lisa holds insurance licenses in Arkansas and California. Her approach to financial planning emphasizes trust, transparency, and personalized attention, aiming to develop customized plans that help clients achieve their financial goals. Outside of her professional life, Lisa has interests in the beach, cars, social events with friends, gardening, and traveling.

Peter Elliott is a financial advisor with Thrivent Investment Management in Federal Way, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, Elliott was involved with Resurrection Church for seven years and worked at Settrax for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, with services delivered on a one-time or ongoing basis.

Blair Sexton is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard.

John Weeks is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. His background includes roles outside finance, such as positions at Valhalla Bar and Grill and Anna's Party Rentals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, with notable use of algorithmic methods and AI in its research efforts.

Tonya Parker is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. She has worked at LPL Financial and Boeing Employee's Credit Union over the past eight years. 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, model portfolios, and institutional platforms, supported by a network of more than 22,800 advisors.

Divya Devi is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JPMorgan Wealth Management and JP Morgan Chase Bank. Divya is based in Federal Way, WA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Timothy Mayorov is a Series 66 licensed financial advisor with six years of industry experience, currently affiliated with Fidelity. His career includes various roles within Fidelity and its subsidiaries since 2018, along with prior work at Becu and the University of Washington Tacoma. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios to intermediary platforms.

Matthew Weber is a CFP® with 19 years of industry experience and has been with Thrivent Investment Management and Thrivent Financial since 2016. He serves as the treasurer for Celebration Lutheran Church in Puyallup, WA, overseeing the church’s financial operations and budget. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across diverse planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate service structures.

John Carty Jr. is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Edelman Financial Engines, joining in 2025 after three years and six years of prior service at Financial Engines Advisors L.L.C. There are no other notable outside activities reported. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a proprietary modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

Derek O'Sullivan is a financial advisor with Edward Jones in Puyallup, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves in the Washington Army National Guard. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting clients with extensive resources across a nationwide network of advisors and branch offices.

Don Holt is a financial advisor at Cetera with Series 63 and Series 65 licenses and 42 years of industry experience. He has held roles at Principal Securities and Principal Life Insurance Company, and has been involved with AIM Tax Group, LLC and AIM Investment & Tax Services LLC for several decades. Holt also serves as an enrolled agent providing tax consulting services and represents clients before the IRS. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Adam Epperson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for 20 years. Outside of his advisory role, he owns and manages short-term and long-term rental properties jointly with family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

Brian Riehs is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. He previously worked at Gallagher Benefit Services for 21 years before joining Thrivent Financial in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Angelo Del Vecchio is a financial advisor with Edward Jones in Enumclaw, WA, holding a Series 66 credential and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Esbenshade is a financial advisor at OSAIC with a Series 66 designation. He has 19 years of prior experience at The Boeing Company before joining OSAIC in 2026. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies across multiple custodial and program arrangements.

Jesse Silva is an Investment Consultant currently working with Fidelity Investments since 2021. In this role, Jesse focuses on developing personalized financial plans that align with clients' goals, aiming to provide clarity and confidence in their financial futures. Prior to becoming an Investment Consultant, Jesse held the position of Financial Representative at Fidelity Investments from 2021 to 2023 and worked as a Planning Consultant at KarmaHub from 2024 to 2025. Throughout his career, Jesse has emphasized building meaningful client relationships and ensuring that each client feels heard and valued. His approach involves strategic collaboration with clients to co-create financial plans tailored to their individual needs. This client-centered methodology is central to his professional practice.

Melissa Anderson is a Series 66-licensed financial advisor with Edward Jones in Enumclaw, Washington. She has 12 years of industry experience, all with Edward Jones since 2014. Outside of her advisory role, she is a shareholder in Knutson Farms Inc, a family business based in Sumner, Washington. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Daniel Kline is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.