Matthew White is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop strategies to pursue short-, mid-, and long-term objectives. Matthew provides guidance on a range of areas including investing, retirement planning, tax minimization, and wealth management strategies, with access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Matthew specializes in corporate benefits, divorce transition planning, family wealth management, legacy planning, managing new wealth, socially responsible and ESG investing, and retirement income planning. As a Merrill Financial Solutions Advisor and a Personal Investment Advisor (PIA), he leverages the global investing resources of Merrill and the financial services of Bank of America to support his clients' evolving needs. He holds an Associate's Degree from Tacoma Community College. Outside of his professional role, Matthew enjoys adventure sports such as mountain biking, snowboarding, kayaking, as well as activities like billiards, boating, camping, fishing, golfing, hiking, rock climbing, and spending time with his family.

Brandon Arenas is a financial advisor with Edward Jones in Lakewood, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comcast for 16 years. He is a board member of Waller Road Home Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

Joseph Hodgins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody platforms.

Dean Matz is a financial advisor at Ameriprise with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Matz is a Series 63 and Series 65 license holder and is involved in a business ownership role with Tacoma Advisor Group, sharing office space with other advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Mc Nabb is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he served five years in the US Army. Outside of his advisory role, he is involved as a ski coach with the Crystal Mountain Alpine Club in Bellevue, 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Hilger is a financial advisor with Morgan Stanley in Gig Harbor, Washington, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Russell Investments, and Bank of New York Mellon. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques while providing advisory services without individual security recommendations in standalone plans.

Richard Devlin is a CFP®-designated financial advisor with 30 years of industry experience. He is currently with LPL Financial, where he has worked since 2025, following five years at Ameriprise and Ameriprise Financial Services, Inc. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Traci Leslie is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Randall Maag is a financial professional with 13 years of industry experience, currently affiliated with OSAIC. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services and Bankers Life entities. Outside his advisory work, he is involved in a retail pet supply business operated primarily by his wife. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits through a large network of advisers. The firm uses various portfolio construction tools and offers integrated brokerage and advisory services, along with access to third-party managers and unified managed accounts.

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.

Greg Jimenez is a CFP® with 23 years of industry experience, currently serving at Fidelity. His prior experience includes seven years at GWFS Equities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Timothy Lewis is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2011. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Lorraine Wilson is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, supported by extensive research and multiple investment strategies.

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.

Timothy Polen is a financial advisor with Raymond James Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services since 2005. Outside of his advisory role, Polen is involved with Bush Polen & Associates, where he serves as an officer and partner, providing tax preparation services and owning a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm provides tailored, non-discretionary planning and encourages clients to implement recommendations through various advisory programs.

Andrew Lawrence is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Sound Credit Union, Cuso Financial Services, Raymond James, Waddell & Reed, and U.S. Bancorp Investments. Outside of his advisory work, he volunteers as an assistant high school football coach with the Puyallup Jr Football Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Christine Reinland is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2022 and is also involved with Adelaide Properties, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, and incorporates research and advanced technologies such as machine learning in its investment strategies.

Scott Maloy is a financial advisor with LPL Financial in Tacoma, WA, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of management approaches and model portfolios supported by in-house and third-party research.