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.

Schanice Staples is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 11 years of industry experience and previously worked at Northwestern Mutual and Foresters Financial Services. Outside of advising, she is the professional development co-chair for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application not yet live. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

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.

Darren Fox is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica and its affiliates since 1994. Outside of his advisory role, he is the owner of FUTD, Inc., a legal entity formed for Primerica business purposes, and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

John Arata is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Securities America Advisors, Securities Service Network, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of his advisory role, he is president of a family tree farm. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party managed strategies.

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.

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.

Kenneth Butler is a financial advisor with LPL Financial in Auburn, WA, holding Series 63 and Series 65 registrations and possessing 32 years of industry experience. His prior roles include positions at Verity Credit Union and U.S. Bancorp Advisors, LLC. 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 portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

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.

Eveline Tien is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as a primary point of contact for Private Wealth Management clients and their families. She focuses on delivering personalized service and support, facilitating conversations around wealth planning, and building strong client relationships to ensure a seamless experience. Eveline has been with Fidelity Investments since 2017, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Prior to joining Fidelity, she held positions such as Portfolio Administrator at Pacific Portfolio Consulting and Customer Service Coordinator at Capital One Investing and ING Direct Investing. Outside of her professional work, Eveline has interests in art, board games, camping, family activities, parenthood, and puzzles.

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.

Brett Ferguson is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Ameriprise Financial Services since 2013. Outside of his advisory role, he is involved in managing an independent advisory business, Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that combines detailed retirement planning with investment research and algorithmic tools to provide tax-aware withdrawal strategies and income planning for clients near or in retirement.

Hsin Yi Kao is a financial advisor with Merrill, holding a Series 66 designation and based in Renton, WA. Kao has experience with CSOP Asset Management Limited from 2019 to 2024 and has been with Merrill and Bank of America since 2026. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Eversole is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by specialized committees to support its planning process.

Trevor Lubereski is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America and Merrill from 2018 to 2023. He also operates Trevor S Lubereski CPA PLLC, a tax preparation and accounting practice. 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, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing assets with both discretionary and non-discretionary strategies.