James Wilson VII is a financial advisor with Ameriprise, holding a Series 66 designation and 11 years of industry experience. His prior firms include LPL Financial and Financial Advocates Investment Management. He serves on the boards of a local church and the YMCA in Tacoma, WA, reflecting involvement in community organizations. Ameriprise provides a retirement-income planning service focused on clients with significant investable assets, offering customized, algorithm-assisted recommendations developed by a centralized consulting team. The firm combines research and modeling techniques to address income strategies, Social Security options, and tax-efficient withdrawals.

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.

William Foster is a financial advisor with RBC Capital Markets. He holds a Series 66 designation and has experience working at Valor Equity Partners and Starbucks Coffee Company. He is based in Bainbridge Island, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Rogelio Gonzalez is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, The Prudential Insurance Company of America, Pruco Securities LLC, Allstate, and First Command in various advisory and brokerage roles. He served in the U.S. Navy for ten years prior to his financial services career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by internal research, third-party strategists, or TAMP sponsors and offers access to affiliated trust custody, insurance services, and a collateralized lending program.

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.

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.

Julie Evans is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank NA, and RBC Capital Markets. She is based in Bainbridge Island, WA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with a focus on non-discretionary implementation.

Denise Larsen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at LPL Financial since 2009 and previously was with Edward Jones from 2007 to 2009. Outside of her advisory role, Larsen owns a travel agency business called Goldrush Getaways. 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 portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives.

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.

Jason Trichler is Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been since 2001. He began his financial services career in 1997. Jason holds a Bachelor's degree in Economic Geography from the University of Washington and has studied pension and investment management at the University of Pennsylvania's Wharton School of Business. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Additionally, he holds various FINRA registrations including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Jason focuses on delivering personalized wealth management strategies for high net worth families, executives, business owners, and non-profit institutions. His areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. In his role as a Senior Portfolio Manager, he manages discretionary investment strategies combining individual securities, Merrill Lynch models, and third-party strategies. Born and raised in Seattle, Jason has lived in Kingston since 2006, where he raises his three sons. He has been actively involved in community organizations such as the North Kitsap Boys and Girls Club, where he currently volunteers. Previously, he spent 14 years as a head coach for the North Kitsap Pee Wee basketball league. His personal interests include skiing, hiking, golfing, cooking, gardening, scuba diving, traveling, and spending time with his family.

Matthew Parrish is a CFP® professional with over 32 years of experience in the financial industry. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

Charles Odell is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a wide range of portfolio management and financial planning services.

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.

Grant Warner is a financial advisor with Edward Jones in Seattle, WA, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Keller Williams Realty for one year and Jewel Hospitality for eight years. 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 programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

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.

Paul Thorpe is a financial advisor at Edward Jones in Belfair, Washington, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes positions at J.P. Morgan Chase Bank and Craft and Technical Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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.

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.

Hannah Cookson is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and serves as an advisor to multiple registered investment companies, incorporating systematic methodologies and technology-driven processes in its approach.