Matthew Weber is a CFP® with 19 years of industry experience and has been with Thrivent Investment Management and Thrivent Financial since 2016. He serves as the treasurer for Celebration Lutheran Church in Puyallup, WA, overseeing the church’s financial operations and budget. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across diverse planning areas without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate service structures.

Daniel Ortiz Rivas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and model portfolio provider for Fidelity Institutional Wealth Adviser.

Phillip Ussery is a CFP® professional with 18 years of industry experience currently advising clients at Edward Jones since 2017. His career includes prior roles at Symetra Securities, Symetra Investment Services, Chase Investment Services, and Banc of America Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jack Ly is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at JPMorgan Chase Bank, N.A. from 2013 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.

James Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he spent a small portion of his time acting in a fiduciary capacity related to the estate of his deceased father, Newmark B Nelsen. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various strategies and supported by advanced operational tools.

Nhat Bui is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tukwila, WA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to his current role, he has worked at firms including Mainspring Wealth Advisors LLC and First Tech Federal Credit Union. Outside of his advisory work, he is the CEO of Julia Bui LLC, a business involved in the sale of shampoo, clothing, and fruits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Erik Johnson is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He previously worked at Merrill for 23 years before joining Morgan Stanley in 2017. Outside of his advisory role, he serves as a board member for Team253 Racing, a sports organization based in Federal Way, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and research.

John Carty Jr. is a Series 65 licensed financial advisor with nine years of industry experience. He is currently with Edelman Financial Engines, joining in 2025 after three years and six years of prior service at Financial Engines Advisors L.L.C. There are no other notable outside activities reported. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a proprietary modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term management.

Matthew Parrish is a CFP® professional with over 32 years of experience in the financial industry. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

Hunter Winter is a Series 66 credentialed advisor with Raymond James Financial based in Tacoma, WA. He joined the firm in 2026 and has prior experience at Columbia Bank from 2023 to 2026. His earlier work history includes various roles outside the financial industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Ronald Gubelman is a financial advisor with LPL Financial in Burien, WA, holding a Series 66 designation and over 23 years of industry experience. His career includes roles at several firms such as Morgan Stanley, Wamu Investments, HSBC Securities, and Key Investment Services. He also provides investment services through BECU Investment Services, affiliated with LPL Financial. 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 a network of investment adviser representatives and various operational tools.

Julia Dyess is a CFP® certificant and Series 66 license holder with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years with PhysAssist Scribes, Inc. Julia 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Robert Andrews is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has prior work experience at Dow Jones, Tally Technologies, and Carvana, LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Jorge Gordillo Jr. is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work experience includes roles at Bank of America and Mutual of Omaha. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Don Holt is a financial advisor at Cetera with Series 63 and Series 65 licenses and 42 years of industry experience. He has held roles at Principal Securities and Principal Life Insurance Company, and has been involved with AIM Tax Group, LLC and AIM Investment & Tax Services LLC for several decades. Holt also serves as an enrolled agent providing tax consulting services and represents clients before the IRS. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Adam Epperson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for 20 years. Outside of his advisory role, he owns and manages short-term and long-term rental properties jointly with family members. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branches.

William Pickles is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial and Financial Advocates Investment Management. Pickles is also the managing partner of Directional Decisions LLC, an advisory business. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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.”