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.

Susan Leong is a financial advisor with LPL Financial in Gig Harbor, WA. She holds Series 63, Series 65, and Series 66 credentials and has 13 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Wedbush Securities Inc. from 2017 to 2022 and was self-employed for one year. 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.

Gregory Freitag is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 53 years of industry experience. His career includes prior roles at firms such as Securities America Advisors, Investacorp, KMS Financial Services, and PRUCO Securities. He is based in Gig Harbor, 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary investment strategies.

Richard Wilson is a financial advisor with LPL Financial based in Gig Harbor, WA. He holds the Series 63, Series 65, and Series 66 credentials and has six years of industry experience. Prior to joining LPL Financial in 2019, he worked at Creative Financial Designs, Inc., The Prudential Insurance Company of America, and Gleaner Financial, among others. He also operates Rich Wilson Consulting, which he founded in 2018. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Beverly Cox is a CFP® with 40 years of industry experience. She is currently affiliated with LPL Financial and previously worked with SCF Investment Advisors, SCF Securities, B. Cox Planning, and Walnut Street Securities. Outside of her advisory role, she operates B Cox Planning as an insurance broker. 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.