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.

Brian Riehs is a financial advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. He previously worked at Gallagher Benefit Services for 21 years before joining Thrivent Financial in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

Michael Esbenshade is a financial advisor at OSAIC with a Series 66 designation. He has 19 years of prior experience at The Boeing Company before joining OSAIC in 2026. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies across multiple custodial and program arrangements.

Jesse Silva is an Investment Consultant currently working with Fidelity Investments since 2021. In this role, Jesse focuses on developing personalized financial plans that align with clients' goals, aiming to provide clarity and confidence in their financial futures. Prior to becoming an Investment Consultant, Jesse held the position of Financial Representative at Fidelity Investments from 2021 to 2023 and worked as a Planning Consultant at KarmaHub from 2024 to 2025. Throughout his career, Jesse has emphasized building meaningful client relationships and ensuring that each client feels heard and valued. His approach involves strategic collaboration with clients to co-create financial plans tailored to their individual needs. This client-centered methodology is central to his professional practice.

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.

Daniel Kline is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Victoria Zoller is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2014 in different roles. Outside of her advisory work, she serves as secretary for the Seasons HOA in Lacey, WA, where she takes meeting minutes. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Bridges is a Series 66 licensed financial advisor with Edward Jones, where he has worked for nine years. Based in Dupont, WA, he has focused his career entirely at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branches across the United States.

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.

Sonia Alexis is a financial advisor with UBS Financial Services in Federal Way, Washington, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she performs as a singer and actor at various local venues. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Brett Hulse is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors and INVEST Financial Corp. Outside of his advisory role, he is a partner at Laurus Financial Services, LLC, a financial advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment programs delivered through its affiliate network.

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.