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 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.

Junqing Sun is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, Raymond James, and several seafood-related companies. He is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and features broader derivatives and commodities capabilities.

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 with four years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2022. Her background also includes roles at Amazon and involvement with the University of Washington Admissions office. 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 through a non-discretionary program.

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 with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and three years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior positions at Marsh & McLennan Companies and Northwestern Mutual. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, utilizing forward-looking capital market assumptions to build model asset allocations.

Craig Eyler is a CFP® with 25 years of experience in the financial industry, currently affiliated with Wells Fargo Advisors. He has held prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he holds part ownership in a Chicago nightclub called The Green Mill. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and client letters.

Jessica Riedmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and with 16 years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2006. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. The program incorporates centralized due diligence and may include ESG eligibility criteria in its recommendations.

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.

Maxine Blackwell is a Series 66-licensed financial advisor with J.P. Morgan Securities in Seattle, WA. She joined the firm in 2026 and has experience across several roles within the financial services and sports industries dating back to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence, with recommendations incorporating ESG considerations and supported by affiliated implementation services.

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.

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 with Wells Fargo Clearing in Seattle, WA. He holds the Series 65 and Series 63 designations and has been with Wells Fargo Bank since 2022. His prior work includes roles at 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

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.