Nicolas Calvi is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Charles Schwab since 2011, including Charles Schwab Bank from 2013 to 2017 and again since 2019, as well as TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Libertad Sarmiento is a financial advisor at Thrivent Investment Management with Series 66 credentials and less than one year of industry experience. Prior to joining Thrivent, Libertad held positions at Amazon, Whitworth University, and various other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without portfolio management or discretionary trading authority. Their approach includes comprehensive written recommendations and the option to combine planning with managed-account services under a consolidated billing system.

Brian Bronk is a CFP® with 15 years of experience in financial advising, currently serving at LPL Financial since 2018. His prior roles include five years at CETERA Advisor Networks and 14 years at Collier Heggerness & Bronk CPA's PS Inc, where he has been involved in tax preparation, bookkeeping, accounting, and consulting. Bronk is also engaged in business entities related to tax and investment purposes in the Gig Harbor, WA area. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with model portfolio programs, third-party asset management, and institutional platforms, combining these with extensive non-advisory financial services and oversight of substantial discretionary assets.

Daniel Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Morgan Stanley, and Citigroup Global Markets. In addition to his advisory work, he is involved with Main Street Tax Advisors, LLC, a tax preparation and accounting business. 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 advisory services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Bowen Scott is a Series 66-licensed financial advisor with Ameriprise in Gig Harbor, WA, bringing 27 years of industry experience. His prior roles include positions at Bank of America and Merrill. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Jeffrey Casey is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes 27 years at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining MassMutual in 2016. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analysis tools.

Tran Duong is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2021, Tran operated Tran Duong LLC and held positions at Waddell & Reed, Inc., Executive Women International, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Brent Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory activities with advanced research tools and a broad non-advisory financial services network.

Britney Vanweerdhuizen is a financial advisor at OSAIC with a Series 66 designation and five years of industry experience. She has worked at OSAIC Wealth, Inc since 2024 and previously spent four years at LPL Financial and eight years at Washington State Employees Credit Union. Outside of advising, she holds a notary position and works as a client relationship manager for Whitehill Financial, providing client services and licensed insurance sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various risk management tools and discretionary strategies.

Karl Rainer is a CFP® and ChFC® affiliated with LPL Financial in Gig Harbor, WA, with 16 years of industry experience. He previously worked for 15 years at Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he has been involved with Happy Hans Music as a musician since 2009. 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 and model portfolios, using both proprietary and third-party strategies, supported by technology tools for operational and research assistance.

Kimberlie Olsen is a CFP® professional with nine years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2015. She holds the Series 66 designation and 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 under management 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.

Bradley Berger is a financial advisor with Ameriprise Financial Services, holding the CFP® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including prior roles at LPL Financial and Financial Advocates Investment Management. Outside of advising, Berger is the owner and founder of Ideal Life 360, a life and executive coaching business, and works as a professional pilot and flight instructor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income and tax-aware strategies.

Christopher Mc Culloch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. His prior experience includes roles at First Command Advisory Services and First Command Financial Planning. He is a member of the Board of Directors for Given to Give and participates in the Tacoma Estate Planning Council. Ameriprise offers specialized retirement-income planning services for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.

Molly Axworthy is a financial advisor at Edward Jones in Tacoma, WA, holding the CFP® designation and Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for six years at Puget Sound Hearing Aid & Audiology. Outside of her advisory work, she is the owner of Axworthy, LLC, an LLC established to manage household staffing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Alissa Stearns is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at notable firms including JP Morgan Securities LLC and Securian Financial Services. Outside of her advisory role, she serves as a board member for Parents for Cascade, a parent support group based in Puyallup, WA. 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 individuals, high-net-worth clients, and institutional investors.

Ian Hartley is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2010, following seven years at Russell Investments. He provides investment advisory services through Global Retirement Partners, an independent registered investment advisor. 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 and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jessica Tobel is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2021, previously working in insurance and various service roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Robert Chenier Jr. is a Series 66 designated advisor at UBS Financial Services with 17 years of industry experience. He has worked at UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Margaret Hackleman is a financial advisor with Morgan Stanley in Tacoma, WA, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at KPMG LLP and TrueBlue, Inc. She serves on the Investment Committee of the Greater Tacoma Community Foundation. Morgan Stanley Wealth Management provides a variety of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.