Casey Griesemer is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2019. Outside of his advisory role, he owns WORD Boat Trailers, a retail business based in Tacoma, WA. 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, third-party asset management, and institutional platforms, combining these with extensive non-advisory financial products and services.

Katherine Cannon is a financial advisor with LPL Financial, holding a Series 63 credential and bringing 32 years of industry experience. She has been with LPL Financial since 2009, following a brief tenure at Mutual Service Corporation. Outside of her advisory role, she holds a Washington state insurance license and offers a range of insurance products as client needs dictate. She also dedicates a small portion of her time to acting in a fiduciary capacity for family members. 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 provides various financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced operational and research tools.

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.

Alex Eldridge is a Series 66-licensed financial advisor with three years of industry experience. He currently works at OSAIC and previously spent a year at Securities America, Inc. and over a decade at Plexus Worldwide. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation and portfolio optimization supported by various tools and strategies.

Abigail Robinson is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Her background includes roles at JPMorgan Chase Bank and MassMutual Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates ESG eligibility frameworks.

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.

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 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.

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.

William Shoemaker is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Auburn, WA. Outside of his advisory work, Shoemaker has been involved with the Washington Alliance for Theatre Education, where he served as immediate past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Cristiaan Priebe is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, his background includes positions at DoorDash and BC Accounting NW. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.