Alec Charles is a financial advisor at Raymond James Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Columbia Bank and Cetera Investment Services. Outside of his advisory role, Alec has been involved as a Wealth Advisor with Columbia Wealth Advisors in Tacoma, providing both advisory and commission-based products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms.

Jacqueline Atherden is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior to UBS, she was employed at E.K. Riley Investments and J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of her advisory work, she is involved in dog walking services through Rover. UBS Financial Services 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 and provides access to proprietary research, capital markets services, and affiliated lending programs.

Anona Klabo is a financial advisor with Cetera holding the CFP® and ChFC® designations and over 27 years of industry experience. She has been with Cetera and its affiliates since 2005 and also worked at Heritage Bank and Harborstone Credit Union. Outside of advising, she is a 100% owner of a rental property. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Jillian Tizapantzi is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked with several J.P. Morgan entities and KeyBank since 2021. Outside of her advisory roles, she has been involved with Ocean 5/Table 47/Harbor 05 LLC since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Elizabeth Peterson is a financial advisor with Morgan Stanley in Tacoma, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including roles at Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Sara Sanders is a financial advisor at Raymond James Financial with a Series 66 designation. She has been with the firm since 2026 and has prior experience at Columbia Bank, Umpqua Bank, and Oregon State University. Sanders has also been involved with CYO/Camp Howard and Corvallis Manor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client decision-making.

Matthew Weber is a Financial Advisor at Merrill Lynch Wealth Management, focusing primarily on retirement plans. He joined Merrill after six years of experience with a third party administrator specializing in Qualified Retirement Plans. Matthew has expertise in ERISA Law and testing procedures of Qualified Plans. He completed the Certified Plan Fiduciary Advisor® Program in 2020 and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Matthew earned his Bachelor's Degree from Central Washington University. Matthew works closely with plan sponsors and employees to help them meet their financial objectives, including managing new wealth, personal retirement planning, and small business strategies. Outside of work, he is involved in his son's education at Saint Pats elementary in Tacoma and spends time with his family, which includes an 8-year-old and a 15-month-old child. His personal interests include basketball, billiards, chess, and football.

Gary Barss is a financial advisor with UBS Financial Services in Tacoma, Washington, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is the author of a book on goal setting and operates an LLC for authoring books and podcasting. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Gregory Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Investment Planning and Shelgren Financial Group. Nelson is also involved with Chambers Bay Wealth Management, an affiliated insurance agency related to his LPL business. 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.

John Arata is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, Securities Service Network, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of advisory work, he serves as president of a family tree farm. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement consulting. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization through various strategy options and third-party manager selections.

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 at Osaic with five years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Osaic, he worked at Commonwealth Financial Network and Cetera Investment Services LLC. Outside of finance, he operates Jason Hummel Photography, a commissioned photography business active for over 17 years. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and portfolio management. The firm uses a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various risk management and rebalancing tools.

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 Investments and Wells Fargo Clearing since 2002. Kimberly serves on the board of trustees for the Greater Tacoma Community Foundation. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 Services Advisors, Inc., holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior experience includes roles at Cetera, Umpqua Bank, Columbia Wealth Advisors, and RBC Capital Markets, among others. He is currently Director of Wealth Management at Columbia Wealth Advisors and serves as an officer and senior vice president at Umpqua Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as deterministic and probability modeling to support client goals.