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 in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Sound Credit Union, CUSO Financial Services, LP, and Wells Fargo Advisors. He serves as a board member and finance committee member for Lighthouse Christian School, a nonprofit organization in Gig Harbor, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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.

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 Series 66 designated advisor with Edward Jones, where he has 16 years of experience. 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 over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

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.

Stephen Williamson is a Series 66-licensed financial advisor with Edward Jones in Federal Way, WA. He has nine years of industry experience and has been with Edward Jones since 2016. 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 under management and offers a broad range of advisory programs and investment strategies with a nationwide network of financial advisors and branch offices.

Bridget Olson is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding a Series 66 designation and three years of industry experience. She has been with Wells Fargo in various roles since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Tammy Milling is a financial advisor with Wells Fargo Advisors in Tacoma, WA, holding Series 63 and Series 65 credentials with 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu tailored to clients meeting net-worth thresholds.

Richard Stice is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 registrations and two years of industry experience. He has worked at Wells Fargo Bank since 2022 and was previously employed at Bank of America from 2010 to 2022. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Lance Rummel is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley firms since 2009, including over a decade with Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates Gig Harbor Boat Rentals and oversees Redrum Holdings LLC, a family business holding company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, offering tailored plans supported by firm-approved tools and a wide range of investment solutions.

Stephen Bowden is a financial advisor with LPL Financial in Lakewood, WA, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Ek Riley Investments, Morgan Stanley, and Citigroup Global Markets. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Aaron Palmer is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2004. He previously worked at Axa Advisors, LLC from 2004 to 2020. Palmer is also the owner of Bright Harbor Wealth Management LLC, operating under Aaron D Palmer, LLC in Tacoma, WA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment strategies based on client risk tolerance and goals.