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Clair Bailey
Waddell & Reed Inc.
4218 South Steele Street, Suite 215
Tacoma, WA 98409
Phone: (253) 474-9555 x111
Email: cbailey@wradvisors.com
www.waddell.com
Jodie Beatty
District Manager & Financial Advisor
Waddell & Reed Inc.
4164 Meridian Street, Suite 104
Bellingham, WA 98226
Phone: (360) 734-4728 ext 121
Fax: (360) 671-0518
www.beatty.wradvisors.com
Barbara Boren
Financial Advisor
2200 Sixth Ave Suite 527
Seattle, WA 9812
Phone: (206) 441-6884
www.BorenFinancial.com
Lora Calister
Prudential Financial
55 W Willowbrook Dr, Suite 103
Meridian ID 83646
Phone: (208) 887-9777
Email: lora.callister@prudential.com
Anna Choi
Founder and Financial Advisor InsideOut Inspired Investing
3015 112th Ave. NE Suite 205
Bellevue WA 98004
Phone: (425) 896-2493 or (800) 516-6748 ext. 52493
Email: anna@insideoutinvesting.com
www.insideoutinvesting.com
Klaudia A. Conradt
Guided Portfolio Manager/Financial Advisor
The Emerald Peak Group @ Smith Barney
1145 Broadway 14th Floor
Tacoma, WA 98402
Phone: (253) 573-2798 or (800) 247-2883 toll free
Email: klaudia.a.conradt@smithbarney.com
http://fa.smithbarney.com/emeraldpeakgroup
Adina Flynn
Ameriprise Financial, Inc.
1400 NW Irving, Suite 324
Portland OR 97209
Phone: (503) 517-1893
Email: Adina.r.flynn@ampf.com
Lois Friedman
Edward Jones Investments
3010 HarborviewDr Suite 201
Gig Harbor WA 98335
Phone: (253) 851-1711
Cindy M. Fuzie
MassMutual Financial Group
3300 Douglas Blvd., Suite 495
Roseville, CA 95661
Phone: (916) 782-6335
Email: cfuzie@finsvcs.com
Jennifer Green
Financial Consultant
Associate Vice President - Investment Officer
Wachovia Securities LLC
2998 Douglas Blvd., Ste 210
Roseville, CA 95661
Phone: (916) 787-1511 or (877) 549-2536 toll free
Email: Jennifer.M.Green@Wachoviasec.com
Tammy Haygood
Edward Jones Investments
1569 Sloat Blvd, Suite 312
San Francisco CA 94132
Phone: (415) 504-9708
Email: Tammy.Haygood@edwardjones.com
Luna Jaffe
Edward Jones Investments
7872 SW Capitol Highway
Portland, OR 97219
Phone: (503) 245-7877
Email: Luna.Jaffe@edwardjones.com
Amanda Johnson
Financial Advisor
Ameriprise Financial Services, Inc.
800 Howe Avenue Suite 250
Sacramento, CA 95825
Phone: (916) 922-5811
www.ameripriseadvisors.com/amanda.e.johnson
Leanne Kramer, CFP
Smith Barney
724 Columbia Street NW, Suite 350
P.O. Box 1668
Olympia, WA 98507
Phone: (360) 704-2244 or (800) 843-7564
Email: leanne.strait.kramer@smithbarney.com
www.smithbarney.com
Rashida Lilani, CFP
Lilani Wealth Management
1624 Santa Clara Dr, Suite 235
Roseville, CA 95661
Phone: (916) 782-7752
Email: rashida@lilaniwm.com
www.lilaniwm.com
Luz Meraz-Johnson
Financial Advisor
Edward Jones Investments
8006 Folsom-Auburn Road
Folsom, CA 95630
Phone: (916) 989-9681
Email: Luz.Meraz-Johnson@edwardjones.com
Judith Paulson, CFP
Paulson Financial Services
112 Ohio Street, Suite 214
Bellingham, WA 98225
Phone: (360) 738-6968
Email: paulsonj@financialnetwork.com
Anji Sell
Edward Jones Investments
3276 Plaza Rd NW, #112
Silverdale, WA 98383
Phone: (360) 698-7408
Email: anjisell@yahoo.com
Debbie Whitlock
Sound Financial Partners
3200 First Avenue South, Suite 300
Seattle, WA 98134
Phone: (206) 749-5111
Email: debbie@soundfinancialpartners.com
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