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.

Doug Stucki is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 2003. He has held various roles within the company, including Director of Retirement Planning from 2012 to 2021, Senior Account Executive from 2006 to 2012, and Account Executive from 2003 to 2006. Doug holds a California insurance license and focuses on connecting with clients to build financial plans that help them progress toward their goals. He aims to simplify the financial planning process and create an enjoyable experience that empowers clients to feel confident about their financial future. Outside of his professional work, Doug enjoys biking, cooking and baking, gardening, hiking, outdoor adventures, and running.

Richard Devlin is a Certified Financial Planner® with 30 years of industry experience. He currently serves as an advisor at LPL Financial and has previously worked at Ameriprise Financial Services, UBS Financial Services, and Morgan Stanley. 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, model portfolio programs, third-party asset management, and institutional platforms.

Traci Leslie is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Tracy Smith is a financial advisor with Edward Jones in Kent, WA, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Tracy worked for Faith Church from 2011 to 2017. Tracy has previously been involved in product sales as a Mary Kay consultant and has purchased Scentsy products for personal use. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment products. The firm operates a fiduciary standard and is notable for its extensive network of advisors and branch offices across the country.

Talia Thepvongsa is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and with two years of industry experience. Her background includes roles at Primerica Financial Services and Belief Agency, among others. Outside of her advisory work, she is the owner of Ruston Goods LLC, an e-commerce business currently not operational. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services.

Ann Scott is a financial advisor with Ameriprise in Auburn, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Colton Schieving is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Mountain America Credit Union and Enterprise Rent-A-Car. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

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.

Lauren Browning is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She partners with clients to understand their financial goals and develops customized financial plans tailored to their unique needs. Lauren and her team utilize various tools and knowledge to evaluate these plans and discuss available strategies, emphasizing the importance of forming strong relationships with clients and their families based on trust and reliability. Her experience at Fidelity Investments spans several roles, including Investments Consultant (2020-2021), Relationship Manager (2018-2020), and Financial Representative (2016-2018). This progression reflects her growing expertise in financial consulting and client relationship management. Outside of her professional responsibilities, Lauren's personal interests include family activities, food, parenthood, pets, singing, and traveling.

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.

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.