Stephanie Bauer is a Financial Advisor with Merrill Lynch Wealth Management in Tacoma, where she focuses on helping clients align sophisticated investment management with their personal financial goals. Her practice spans areas including college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. With 14 years of experience in the financial industry, Stephanie specializes in guiding clients through managing new wealth and personal retirement planning. She holds a Bachelor's Degree from the Eller College of Management Business School at the University of Arizona and is a Personal Investment Advisor (PIA). Stephanie's professional philosophy centers on creating strategies that address current needs, foster growth for the future, and build legacy for generations. Stephanie is active in her local community, participating in organizations such as the Junior League, Freedom Boat Club, Harbor Moms, and the USTA Tennis League. She resides in Gig Harbor with her family and engages in interests including basketball, boating, golfing, scuba diving, skiing, swimming, tennis, traveling, and yoga.

John Arata is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he serves as president of a family tree farm and acts as trustee for family trusts. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes on both discretionary and non-discretionary bases.

Laura Linman is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2010, with a two-year period at CMG Financial from 2017 to 2019. Laura is based in Tacoma, WA. 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 options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Van Houten is a financial advisor with Ameriprise in Gig Harbor, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Van Houten serves on the Board of Directors for Heritage HOA, a community organization in Gig Harbor. Ameriprise offers retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Melissa Newell is a financial advisor with Edward Jones in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and was previously employed by Pierce County from 2013 to 2018. Outside of her advisory role, she is the owner and manager of Stevens26, LLC, which is involved in commercial real estate and rental income activities. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Matthew Philichi is a CFP® certificant with 36 years of industry experience, currently advising clients at UBS Financial Services in Tacoma, WA. He has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Jason Hummel is a financial advisor with OSAIC holding Series 63, 65, and 66 licenses and has five years of industry experience. He previously worked at Commonwealth Financial Network and Soundview Financial Group. Outside of finance, he has owned and operated a photography business since 2009. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Mark Gallinatti is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at RBC Capital Markets and City National Bank. Outside of finance, he owns a property used for oyster farming in Hood Canal, Washington. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Kimberly Fisher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Fisher serves as a member of the board of trustees for the Greater Tacoma Community Foundation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its financial product offerings.

Christopher Zuydhoek is a financial advisor at Merrill with 13 years at the firm and five years of industry experience. He holds the Series 66 designation and is based in Tacoma, WA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Wenzel is a financial advisor at RBC Capital Markets with 33 years of industry experience. He has been with RBC Capital Markets since 2009 and holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients including pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to each client’s risk profile through a mix of in-house and third-party investment managers.

Kevin Donovan is a financial advisor with Raymond James Financial who holds Series 65 and Series 63 licenses and has 24 years of industry experience. His prior roles include positions at Cetera, Columbia Bank, RBC Capital Markets, and Yellowstone Partners. He also serves as Director of Wealth Management at Columbia Wealth Advisors and is an officer and Senior Vice President at Umpqua Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools including probability modeling to support client goals, while also maintaining municipal finance capabilities and specialized retirement plan advisory programs.

Robert Eiford Jr. is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012. Prior to this, he was involved with the Robert S. Eiford and Susanne Eiford Family Partnership, LLC for 11 years. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Benjamin Kelley is a financial advisor with LPL Financial based in Tacoma, WA, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Sound Credit Union, CUSO Financial Services, and Wells Fargo Advisors. He serves on the board and finance committee of Lighthouse Christian School, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and supports diverse investment strategies with research and portfolio management tools.

Eric Zawilski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with families and businesses to help them achieve their financial goals by connecting all aspects of their financial lives. Eric holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He follows a disciplined process centered on understanding clients' financial situations and priorities to deliver tailored advice. His approach emphasizes prioritizing and pursuing the goals that matter most to clients, reflecting his commitment to excellent service.

Ruben Perez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Ameriprise Financial Services, Inc. for seven years prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

David Zesbaugh is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Graham Trucking, Inc. and Pacific Freight Express from 2017 to 2021, and at NU-Way, Inc. from 2012 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Amerson is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry. He has been with Edward Jones since 2010. Outside of his advisory role, he is an investor in Victoria Amerson Designs, a dress manufacturing business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of over 23,700 financial advisors nationwide.

Mary Miles is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and First Interstate Bank. She also worked at Zillow Group for six years before entering the financial sector. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a nationwide network of over 23,700 financial advisors. 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, operating under a fiduciary standard.

Douglas Legg is a financial advisor with Edward Jones in Federal Way, WA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.