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.

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.

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.

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, with four years of industry experience. He holds a Series 66 designation and previously worked at HomeStreet Bank and Legion Business Solutions. Outside of his advisory role, he serves as a representative for Tekzone LLC, an IT solutions company. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branches across the country.

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.

Timothy Truebenbach is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Bhaskar Patalapati is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones and Amazon Web Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, and custody services with a client relationship model that integrates both non-discretionary and discretionary investment options.

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 Series 66 licensed financial advisor with Merrill in Tacoma, WA, and has seven years of industry experience. He also has a long tenure with Bank of America N.A. dating back to 2005. Outside of his advisory role, Mr. Allison is a contract musician and music director, providing music support for military church services and working as a songwriter and producer. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

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.