Trevor Ridgway is a Series 66-credentialed financial advisor with one year of industry experience. He is currently with Edward Jones in Enumclaw, WA, having joined the firm in 2025. Prior to this, he held positions in real estate and education. Edward Jones is a full-service wealth management firm serving more than four million individuals and institutions. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Tammy Cole is a Senior Financial Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 2013. She specializes in creating wealth management strategies tailored to individual client needs, focusing on areas such as college education planning, legacy planning, liquidity management, retirement income, socially responsible and values-based investing, and portfolio management. Tammy emphasizes understanding life priorities to develop personalized financial plans that align with clients’ goals and aspirations. She holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tammy earned a High School Diploma/GED from Everett Community College and a Bachelor's Degree from Western Governors University. She is involved in professional and community organizations such as P.E.O., Rotary Gig Harbor North, Housing Hope, and has previously served on the Metro Parks Tacoma BRAAC Board. Outside of her professional work, Tammy dedicates time to volunteering and engaging with community organizations. Her personal interests include camping, fishing, hiking, hunting, music, reading, running, scuba diving, traveling, and yoga.

Brett Davis is a financial advisor with Edward Jones in Enumclaw, WA, holding the CFP® and ChFC® designations and Series 65 and 66 licenses. He has 12 years of industry experience, including six years at US Trust, Bank of America Private Wealth Management, before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Jacob Ronish is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to his advisory role, he held various positions including managing a public golf course pro shop and operating an online eCommerce business focused on fantasy football rings. He also serves as secretary for a local homeowners association. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large retail advisor and branch network, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and securities-based lending.

Deanna Hoyt is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Her prior roles include positions at UBS Financial Services and Cetera Investment Services LLC. Outside of her advisory work, she serves as an associate at Columbia Wealth Advisors, supporting financial advisors as a registered wealth associate. 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, pension plans, corporations, and institutional clients. The firm employs a non-discretionary, goal-oriented investment approach that incorporates risk profiling and modeling tools to inform client decisions.

John Skeith is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® designation and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he owns businesses specializing in tax preparation and tax reporting for securities, and he serves as secretary and treasurer for a local ministry organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform that features both affiliated and third-party managers and various program structures.

Nori Henson is a CFP® professional with three years of experience in financial advising, currently with Raymond James Financial in Tacoma, WA. Prior to joining Raymond James, Henson worked for Columbia Bank for over two decades. Henson also serves as a non-voting member of the 401(k) committee at Columbia Banking Systems. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary advisory services using advanced analytical tools and supports municipal and public finance through an affiliated municipal advisor.

Bryce Porter is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Saint Martins University and Fred Meyer Grocery Store. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and focuses on matching clients to appropriate investment models based on risk tolerance and plan information.

Kevin Barringer is a financial advisor with Thrivent Investment Management based in Federal Way, WA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Thrivent in 2021, he spent 14 years working with Calvary Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses across various planning topics, with the option to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Alec Charles is a financial advisor at Raymond James Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Columbia Bank and Cetera Investment Services. Outside of his advisory role, Alec has been involved as a Wealth Advisor with Columbia Wealth Advisors in Tacoma, providing both advisory and commission-based products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored non-discretionary planning using analytical tools and supports a broad network of advisors and affiliated firms.

Patrick Franck is a CFP® professional with 15 years of experience in financial advising, currently with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart Shopper and has volunteered bartending at community events such as Seattle Pride and Bumbershoot. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning and investment management. The firm uses a model-based investment approach with various portfolio management options and maintains a complex affiliate network supporting its broad range of financial services.

Jacqueline Atherden is a financial advisor at UBS Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at UBS since 2019. Prior to UBS, she was employed at E.K. Riley Investments and J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of her advisory work, she is involved in dog walking services through Rover. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides access to proprietary research, capital markets services, and affiliated lending programs.

Elizabeth Peterson is a financial advisor with Morgan Stanley in Tacoma, WA, holding the CFP® designation and Series 63 and 66 licenses. She has 20 years of industry experience, including roles at Morgan Stanley since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Sara Sanders is a financial advisor at Raymond James Financial with a Series 66 designation. She has been with the firm since 2026 and has prior experience at Columbia Bank, Umpqua Bank, and Oregon State University. Sanders has also been involved with CYO/Camp Howard and Corvallis Manor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses advanced analytical tools to support client decision-making.

Matthew Weber is a Financial Advisor at Merrill Lynch Wealth Management, focusing primarily on retirement plans. He joined Merrill after six years of experience with a third party administrator specializing in Qualified Retirement Plans. Matthew has expertise in ERISA Law and testing procedures of Qualified Plans. He completed the Certified Plan Fiduciary Advisor® Program in 2020 and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Matthew earned his Bachelor's Degree from Central Washington University. Matthew works closely with plan sponsors and employees to help them meet their financial objectives, including managing new wealth, personal retirement planning, and small business strategies. Outside of work, he is involved in his son's education at Saint Pats elementary in Tacoma and spends time with his family, which includes an 8-year-old and a 15-month-old child. His personal interests include basketball, billiards, chess, and football.

Gary Barss is a financial advisor with UBS Financial Services in Tacoma, Washington, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, he is the author of a book on goal setting and operates an LLC for authoring books and podcasting. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Arata is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Securities America Advisors, Securities Service Network, Morgan Stanley, Citigroup Global Markets, and Merrill. Outside of advisory work, he serves as president of a family tree farm. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement consulting. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization through various strategy options and third-party manager selections.

Kenneth Butler is a financial advisor with LPL Financial in Auburn, WA, holding Series 63 and Series 65 registrations and possessing 32 years of industry experience. His prior roles include positions at Verity Credit Union and U.S. Bancorp Advisors, 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, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Matthew Philichi is a CFP® certificant with 36 years of industry experience, currently advising clients at UBS Financial Services in Tacoma, WA. He has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Mark Gallinatti is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at RBC Capital Markets and City National Bank. Outside of finance, he owns a property used for oyster farming in Hood Canal, Washington. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.