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.

Jenna Vokes is a financial advisor at UBS Financial Services with eight years of industry experience. She has worked at UBS Financial Services in two separate periods totaling eight years and spent three years at RBC Capital Markets. Jenna holds the Series 66 designation and is based in Seattle, WA. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and capital market models to tailor investment strategies.

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.

Charles Hall is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Domino's, Central Washington University, and Seattle Christian Schools. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software to analyze client goals and deliver written recommendations.

Nathan O'Leary is a financial advisor at LPL Financial with 17 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. for eight years and has held various roles including notary public and employment at the VA Medical Center. He has been involved in outside activities such as serving as a notary public and working with Shift4 Strategies. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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.

Geetanjali Iyer is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation with four years of industry experience. Her career includes roles at JPMorgan Chase Bank, Amazon, and the University of Washington Admissions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.

Carlos Cardenas is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Marsh & McLennan Companies and Northwestern Mutual, as well as positions related to engineering education at the University of Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jessica Riedmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. She has been employed with JPMorgan Chase Bank, N.A. since 2010 and with J.P. Morgan Securities since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Maxine Blackwell is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation with one year of industry experience. Her work history includes positions at J.P. Morgan Private Bank and Morgan Stanley Financial Advisors. Outside of finance, she has been involved with organizations such as Playfly Sports, Kraken Community Iceplex, and Visible Coffee. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Chanh Tran is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Bank, J.P. Morgan Securities, and JPMorgan Chase Bank. Prior to his career in finance, he held positions at Lyft and Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both non-discretionary and discretionary advisory services grounded in modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Gabriel Berger is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and previously worked at Wells Fargo Bank, nA, Staples, Fry's Grocery, Office Depot, and Kids Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory in its investment approach.

Stephen Denner is the sole advisor at Denner Capital Management, an independent firm based in Seattle, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Denner Capital Management provides portfolio management services primarily to individual clients, managing approximately $11.1 million in assets across nine client relationships. The firm operates with a low client-to-advisor ratio, allowing for direct and personalized account management by Mr. Denner.

Steffen Buschbacher is a financial advisor at Red Top Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lombard Works & Co., Spark Change Securities LLC, and Capital Suisse LLC. Outside of advising, he serves as an advisor and shareholder for a medical device company, Casual Recovery Enterprises, providing guidance on business and sales strategy. Red Top Advisors LLC is an independent firm serving clients with personalized financial planning and investment management.

Molly Pengra is a financial advisor with Pengra Capital Management Inc in Seattle, WA, holding 30 years of industry experience. She has worked at Pengra Capital Management, Inc. since 1990. The firm currently has no other active advisors.

Brian Santiago Santos is a financial advisor at Rattlesnake Creek Capital LLC in Seattle, WA. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Rattlesnake Creek Capital, he held roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he manages inventory and data entry for PRODMEX LLC. Rattlesnake Creek Capital LLC is a small firm with two advisors.