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 and holds a Series 66 designation. He has 25 years of industry experience, including 16 years at Lincoln Investment Planning and time at Shelgren Financial Group. He also operates Chambers Bay Wealth Management, an insurance agency related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large national network. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research.

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.

Kenneth Butler is a financial advisor with LPL Financial in Auburn, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Verity Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

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.

Trevor Lubereski is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Clifford R. Thomas & Associates. Outside of his advisory role, he is the sole proprietor and CEO of Trevor S Lubereski CPA PLLC, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

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.

Ngoc Manivanh is a financial advisor with Primerica Advisors in Federal Way, WA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been associated with Primerica Advisors since 1996 and operates Ngoc T Manivanh, LLC, a business formed for Primerica-related activities. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure and maintaining authority over its investment models.