Pamela Mccomas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Meghan Raye is a financial advisor at Morgan Stanley in Tacoma, WA, holding a Series 66 designation with three years of industry experience. Her work history includes roles at Morgan Stanley since 2022 and involvement with Washington State University OMBA since 2021. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Rhonda Smith is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets LLC. Outside of her advisory role, she is co-owner of a general contracting company. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Paula O'Connor is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with RBC Capital Markets, LLC since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party managers alongside integrated financial solutions.

Lori Tipple is a Series 66–licensed financial advisor with Edward Jones, based in Gig Harbor, WA, and has two years of industry experience. She previously worked at LPL Financial for a year before rejoining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Erik Mickelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 21 years of industry experience. His career includes roles at Avantax Advisory Services and Avanatx Insurance Agency, as well as operating his own firms, Mickelson and Company and Erik D. Mickelson LLC. Outside of advising, he is involved in tax preparation and accounting services through Erik D. Mickelson Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management with support from internal and third-party research and technology.

Nicholas Vanderlinda is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Merrill and has a background spanning beverage distribution and supply industries. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gabriel Andrews is a financial advisor with Wells Fargo Clearing in University Place, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory duties, no additional activities were noted. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Baron Kuhn is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones before joining LPL Financial and Boeing Employee Credit Union, where he has been employed since 2021. Outside of finance, Kuhn is the owner of Washington Brewing Company LLC, a production-only brewery in Tacoma. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Francis Addai is a Series 66-licensed advisor with Merrill, based in Federal Way, WA, and has four years of industry experience. He previously worked at Bank of America N.A. and has been with Merrill since 2021. Outside of his advisory role, he works part-time for DoorDash as a delivery driver. 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 plans, corporations, and charitable organizations.

Katherine Ausley is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Outside of her advisory work, she has experience in office administration for a small water company and has worked as a delivery driver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Patrick Smith is a Certified Financial Planner® (CFP®) with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior experience includes roles at Equitable Advisors, LLC, Chamberlain Group, and other firms across various industries. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Christopher Basile is a financial advisor with Ameriprise in Port Orchard, WA. He holds a Series 66 designation and has three years of industry experience, including prior work at Juneau Tree Service and Health by Design. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Carles Appling is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a disciplined investment approach without providing individual security recommendations as part of standalone financial plans.

Erik Johnson is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at Merrill for 23 years before joining Morgan Stanley in 2017. Outside of his advisory role, he serves as a board member for Team253 Racing, a sports organization based in Federal Way, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.

Hunter Winter is a Series 66 credentialed advisor with Raymond James Financial based in Tacoma, WA. He joined the firm in 2026 and has prior experience at Columbia Bank from 2023 to 2026. His earlier work history includes various roles outside the financial industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Matthew Philichi is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS, he served five years in the United States Air Force. He is also involved as a committee member in a real estate investing LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work tailored to clients’ goals using proprietary research and model-based asset allocations.

Julia Dyess is a CFP® certificant and Series 66 license holder with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years with PhysAssist Scribes, Inc. Julia is based in Gig Harbor, WA. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Robert Andrews is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience at Dow Jones, Tally Technologies, and Carvana, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

William Pickles is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Financial Advocates Investment Management and LPL Financial. He is also the managing partner of Directional Decisions LLC, an advisory business he owns. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.