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.

Matthew Parrish is a CFP® professional with over 32 years of experience in the financial industry. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

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.

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 with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial and Financial Advocates Investment Management. Pickles is also the managing partner of Directional Decisions LLC, an advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Arnie Bergman is a financial advisor with Mass Mutual Investors Services in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes 15 years at Metlife Securities, Inc. and Metropolitan Life Insurance Co. before joining Mass Mutual Investors Services in 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to deliver written recommendations in collaborative annual planning engagements.

Alison Eggers is a financial advisor at Morgan Stanley with 11 years of industry experience. Her prior roles include positions at State Farm Investment Management and operating the Alison Eggers Insurance Agency. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by proprietary tools and research but generally serves in an advisory capacity without providing individual security recommendations.

Remington Scovel is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with five years of industry experience. His career includes roles at Edward Jones since 2020, as well as positions at HomeStreet Bank, Legion Business Solutions, and the University of Washington. He also serves as a representative for Tekzone LLC, an IT solutions company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Paul Thorpe is a financial advisor at Edward Jones in Belfair, Washington, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes positions at J.P. Morgan Chase Bank and Craft and Technical Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Chad Alvarado is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. He has been with Thrivent and its related entities since 2015. Outside of his advisory role, he serves on the board of GO On The Mission, an organization focused on ending child poverty. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors, offering goal-based, holistic analyses without discretionary trading authority.

Colby Joesten is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Colby worked at Lincoln Investment and Chambers Bay Wealth Management. Outside of financial services, Colby has worked at Red Robin for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Timothy Truebenbach is a CFP® with 25 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, First Foundation Advisors, and True Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by various operational and research tools.

Douglas Olmstead is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and leads The OZ Group, focusing on a client-centered, goals-based approach to wealth management. Doug and his team work with clients to develop tailored financial strategies in life, investment, and retirement planning, aiming to help clients identify and prioritize their evolving needs and goals. Before joining Merrill Lynch, Doug owned and operated a real-estate appraisal company for 10 years. He holds a Bachelor's Degree in Finance from Central Washington University. His areas of expertise include education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income, among others. Doug is actively involved in his community, serving on the Board of Directors for Puyallup St. Francis House and having served as Past President and Board member of Puyallup South Hill Rotary. He and his wife reside in South Hill Puyallup, where they raised their two grown children. Outside of work, Doug enjoys biking, boating, cooking, gardening, golfing, traveling, and spending time with his family.

Michael Eberly is a financial advisor with Ameriprise in Gig Harbor, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. He is also an Associate Financial Advisor at Scannell LLC, where he provides comprehensive planning to clients. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service that offers written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Wesley Niblack is a CFP® and ChFC® with 18 years of experience in financial advising. He has worked at Ameriprise Financial Services LLC since 2021 and previously held various roles at First Command advisory and financial planning firms from 2008 to 2021. Outside of advising, he consults on financial matters as a finance and operations pastor and manages business operations for his Ameriprise franchise through an LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Troy Allison is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at both Merrill and Bank of America N.A. since 2005. Outside of his financial career, he is active as a contract musician and music director, providing music support for military church services and writing, recording, and producing music for public release. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Zane Coble is a financial advisor with Ameriprise in Auburn, WA, holding a Series 66 designation. He has worked in the financial services industry since 2017, with prior roles at Eagle Hill Consulting, Verus Investments, and Cariboo Wealth Advisors, as well as experience at Whitworth University. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, customized recommendation reports, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated consulting team.

John Lee is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment options tailored to plan objectives and risk tolerances.

John Chitaley is a CFP® professional with 17 years of experience currently affiliated with Cetera. He has a background spanning various roles since 2010, including ownership of Commencement Bay CPA PLLC, where he provides CPA services, business valuation, consulting, and tax planning. Chitaley also teaches courses in accounting, federal taxation, and finance at community colleges and professional societies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary programs and approximately $256 billion in assets under management.