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.

Jennalyn Chew is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and for incorporating AI and algorithmic methods in its investment process.

Lorraine Wilson is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2012, she worked at Merrill for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools.

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.

Nathan O'Leary is a financial advisor with LPL Financial in Des Moines, WA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Waddell & Reed, VA Medical Center, and Shift4 Strategies, LLC. Outside of advising, he has served as a notary public. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches.

Jessica Pichora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Washington Neurodiversity Project and held positions at Salesforce and Tableau. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

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.

Christine Reinland is a financial advisor with LPL Financial based in Gig Harbor, WA, 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 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 and model portfolio programs, supported by a large network of investment adviser representatives and a variety of technology tools.

Scott Maloy is a financial advisor with LPL Financial in Tacoma, Washington, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also maintains an investment-related business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

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 at Penny Lane Wealth Management, LLC in Tacoma, WA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Alexander Capital Wealth Management and Portfolio Strategies Inc. Williamson serves on the board of a nonprofit that assists individuals with criminal backgrounds in securing employment. Penny Lane Wealth Management provides advisory services to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation rather than discretionary 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.

Brady Buskirk is a financial advisor at Lighthouse Wealth Strategies, LLC, with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Concert Wealth Management, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a licensed insurance agent. Lighthouse Wealth Strategies operates as a team of 12 advisors serving clients through a collaborative approach to wealth management.

Kelly Caviezel is a financial advisor at Lighthouse Wealth Strategies, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and UBS Financial Services Inc. Mr. Caviezel is a partial owner of a real estate building through RCW LLC, a business he operates with family members and clients. Lighthouse Wealth Strategies is a team-based firm serving clients with personalized wealth management solutions.

Megan Hayes is a financial advisor at Lighthouse Wealth Strategies, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and UBS Financial Services Inc. She is based in Gig Harbor, WA. Lighthouse Wealth Strategies is a team of six advisors providing wealth management services, focusing on tailored investment strategies for their clients.