Randall Maag is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes positions at Woodbury Financial Services and Bankers Life, as well as managing his own RCM Wealth Management practice since 2020. Outside of finance, he is involved with Pet Town Inc, a retail pet supply business operated by his family. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is known for its large scale, recent consolidation activities, and a complex affiliate network that includes broker-dealer, asset management, and trust services.

James Morgan is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. 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 solutions, operating under a fiduciary standard with a large network of advisors and branches nationwide.

Jeffrey Allen is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2013. Outside of advising, he is the owner of a candy company and is associated with a healthcare business and a youth house, all based in Tacoma, WA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Timothy Lewis is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and six years of industry experience. He has also been associated with Bank of America, N.A. for 15 years. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eulysses Delgado Alcaraz is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Coldwell Banker Bain and eXp Realty, and has held roles at the University of Washington, Sonic, Tacoma Community College, and Tacoma Public Schools. He is also involved with Tenmile Island LLC and serves as an associate financial advisor at Ark Wealth Management. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, 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 deliver tailored advice, emphasizing the use of Ameriprise Managed Accounts and algorithmic automation in its service delivery.

Steven Carpmail is a financial advisor with Ameriprise in Gig Harbor, WA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He previously worked at Merrill from 2009 to 2019 before joining Ameriprise in 2019. Outside of his advisory role, he is co-owner of several family-related business ventures, including real estate rental and vacation rental companies managed by his wife. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets and provides a combination of advisory, brokerage, and insurance solutions through affiliated entities. The firm’s retirement-income service uses research-driven, algorithm-supported recommendations tailored to client needs, with an emphasis on assets held in Ameriprise Managed Accounts.

Andrew Lawrence is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Sound Credit Union, Cuso Financial Services, Raymond James Financial Services, Waddell & Reed, U.S. Bancorp Investments, and other firms. He also serves as an assistant high school football coach with the Puyallup Jr Football Association. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Lane Mallula is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. from 2018 to 2025, with additional experience at Milestone Technology and Moreau Excavation. 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 with tailored investment strategies and access to both in-house and third-party managers.

Shane Klingenstein is a financial advisor with Edward Jones in Bonney Lake, WA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in commercial real estate management and owns rental properties in Lake Tapps, WA. 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 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.

Steven Koleszar is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jeffrey Cathersal is a financial advisor at Penny Lane Wealth Management, LLC with 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Arbor Point Advisors. He also serves as president of Cathersal Investments, Inc. Penny Lane Wealth Management, LLC provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation. The firm manages approximately $18.9 million in assets across around 40 client relationships.

John Williamson is a financial advisor with Penny Lane Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has previously worked with Alexander Capital Wealth Management, Alexander Capital, and Portfolio Strategies Inc. Williamson serves on the board of One Accord Human Services Group, a nonprofit that assists individuals with criminal backgrounds through job training and employment placement. Penny Lane Wealth Management provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation rather than portfolio management. The firm manages approximately $18.9 million in assets across about 40 client relationships.

Christine Pickering is a financial advisor at Penny Lane Wealth Management, LLC in Tacoma, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Penny Lane Wealth Management in 2022, she spent 13 years at The Boeing Company. Penny Lane Wealth Management provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, managing approximately $18.9 million in assets across about 40 client relationships. The firm focuses on advice, planning, and client-directed implementation rather than portfolio management.