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.

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.

Brian Johnson is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Viridian RIA, LLC and Appropriate Balance Financial Service. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Robert Eiford Jr. is a financial advisor with J.P. Morgan Securities in Gig Harbor, WA, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at Chase Investment Services Corp., Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Waddell & Reed, as well as managing the Robert S. Eiford and Susanne Eiford Family Partnership, LLC from 2014 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

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.

Nicholas Dare is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and six years of industry experience. He previously worked at Pacific Lutheran University and The Boeing Company. Outside of his advisory role, Dare provides marketing consulting for a pillow manufacturing company called SLEEP MUUS, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm allows clients to combine planning with managed account programs under a consolidated billing option while keeping the services separate.

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.

James Nguyen is Vice President and Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial plans tailored to his clients' unique needs and goals. He has held this position since 2025. Prior to his current role, James worked in various positions at Fidelity Investments, including Financial Consultant from 2021 to 2025 and Planning Consultant from 2020 to 2021. His earlier experience includes serving as a Financial Advisor at Merrill Lynch, Bank of America from 2017 to 2020 and as a Relationship Banker at JPMorgan Chase from 2016 to 2017.

Steven Schob is a Branch Leader at Fidelity Investments, where he oversees a team of investment professionals dedicated to enhancing the planning experience for clients. In this role, he focuses on fostering deeper client relationships, comprehensive planning, and promoting a culture of continuous improvement. Prior to his current position, Schob held various roles at Fidelity Investments including Financial Consultant, Planning Consultant, Investment Solutions Representative, and Customer Relationship Advocate, gaining extensive experience in financial consulting and investment solutions from 2020 onward. He holds a California Insurance License. Outside of his professional responsibilities, Steven Schob enjoys recreational activities such as golf, hiking, sailing, scuba diving, and traveling.

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 licenses and having 34 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools to develop tailored recommendations for clients.

Shawn Contento is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services for 23 years. He is a member of ESA/Omicron, a club that organizes fundraising events benefiting St. Jude’s Hospital, multiple sclerosis research, and military families during the holiday season. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management, with options for discretionary management, third-party managers, and alternative investments.

Richard Stice is a financial advisor at Wells Fargo Clearing in Tacoma, WA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior experience includes twelve years at Bank of America and four years at Wells Fargo Bank. 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 from Wells Fargo Investment Institute and third-party sources.

Sharona Chandra is Vice President and Wealth Planner at Fidelity Investments. In this role, she assists clients and their families in navigating significant financial decisions throughout various life stages. She collaborates closely with clients to understand their values, aspirations, and priorities, co-creating financial plans aimed at wealth accumulation, retirement readiness, wealth transfer, and legacy planning. Sharona began her career as a Private Client Banker at JP Morgan Chase from 2019 to 2023. She then held several positions within Fidelity Investments, progressing from Investment Consultant (2023-2024) to Financial Consultant (2024-2026), before assuming her current role in 2026. Her expertise spans wealth planning and investment consulting. Outside of her professional pursuits, Sharona has interests in art, cooking and baking, hiking, painting, and traveling.