Christopher Panagiotu is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is affiliated with LPL Financial since 2020 and previously worked at Lucia Wealth Services, Lucia Securities, and Morgan Stanley. Panagiotu is involved in an entrepreneurial venture called CAPitalize Your Finances, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment options including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Matthew Jensen is a financial advisor with Edward Jones in Tacoma, WA, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2012 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices across the country.

Daniele Ledvina is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she participates as a blood and plasma donor for medical research with Bloodworks Northwest. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively available separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Peter Berman is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 registrations and has 34 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Outside of his advisory role, he has been a drummer since 1980. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support clients’ financial goals.

Eugene Brown is a CFP®-certified financial advisor with 18 years of industry experience, currently serving clients at Edward Jones in Tacoma, WA. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, tax-efficient solutions, and maintains a large nationwide network of financial advisors and branch offices.

Ian Corneille is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Juul Labs, Inc. and DoorDash. Outside of his advisory role, he manages a rental property in Tacoma, Washington. 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 advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Pamela Mccomas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Lori Tipple is a Series 66–licensed financial advisor with Edward Jones, based in Gig Harbor, WA, and has two years of industry experience. She previously worked at LPL Financial for a year before rejoining Edward Jones. 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 under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Erik Mickelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His career includes roles at Avantax Advisory Services and operating his own firms, Mickelson and Company, P.S. and Mickleson and Co. He is also involved in tax preparation through Erik D. Mickelson Tax Services, LLC. 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 services including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by technology tools, while managing over $819 billion in discretionary assets.

Patrick Smith is a financial advisor with Edward Jones in Gig Harbor, WA, holding the CFP® designation and Series 63 and 66 licenses. He has eight years of industry experience, including prior roles at Equitable Advisors, Chamberlain Group, Pro-Lift Garage Doors, Streamline Marketing, and Safe Streets USA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Christopher Basile is a financial advisor with Ameriprise in Port Orchard, WA. He holds a Series 66 designation and has three years of industry experience, including prior work at Juneau Tree Service and Health by Design. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Sarah Keister is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as president of Great Expectations of Kindness, a nonprofit group that raises funds for various 501(c)(3) organizations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Julia Dyess is a CFP® certificant and Series 66 license holder with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years with PhysAssist Scribes, Inc. Julia 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

William Pickles is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial and Financial Advocates Investment Management. Pickles is also the managing partner of Directional Decisions LLC, an advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Alison Eggers is a financial advisor at Morgan Stanley with 11 years of industry experience. Her prior roles include positions at State Farm Investment Management and operating the Alison Eggers Insurance Agency. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by proprietary tools and research but generally serves in an advisory capacity without providing individual security recommendations.

Remington Scovel is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with five years of industry experience. His career includes roles at Edward Jones since 2020, as well as positions at HomeStreet Bank, Legion Business Solutions, and the University of Washington. He also serves as a representative for Tekzone LLC, an IT solutions company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Chad Alvarado is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent and its related entities since 2015. Outside of his advisory role, he serves on the board of GO On The Mission, an organization focused on ending child poverty. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors, offering goal-based, holistic analyses without discretionary trading authority.

Colby Joesten is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Colby worked at Lincoln Investment and Chambers Bay Wealth Management. Outside of financial services, Colby has worked at Red Robin for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Michael Eberly is a financial advisor with Ameriprise in Gig Harbor, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. He is also an Associate Financial Advisor at Scannell LLC, where he provides comprehensive planning to clients. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Timothy Bridges is a Series 66 licensed financial advisor with Edward Jones, where he has worked for nine years. Based in Dupont, WA, he has focused his career entirely at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branches across the United States.