Tacoma, WA 1201 Pacific Ave Office

Elijah Schulz is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, family wealth management strategies, personal retirement planning, and retirement income. Elijah holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Pepperdine University. He began his career at Merrill Lynch Wealth Management in 2025 and earned his CRPC designation in 2026. Outside of work, Elijah enjoys baseball, basketball, pickleball, surfing, and spending time with his family.

Alexandra Grenier is a Wealth Management Advisor at Merrill Lynch Wealth Management. She started her career at Merrill Lynch in 2005 as part of The Grenier Group and became a full-time member of her father's team in 2007. Alexandra focuses on developing financial strategies and providing a broad range of financial and investment services to assist clients in achieving their short- and long-term financial goals, including retirement and portfolio development. She utilizes advanced resources and technology and collaborates with a network of specialists to integrate all aspects of a client's financial life. Alexandra holds a bachelor's degree in Economics from the University of Washington and a master's degree in Personal Financial Planning from the College for Financial Planning. Her professional designations include Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). These credentials reflect her commitment to the field of financial planning and retirement counseling. In her personal time, Alexandra enjoys golfing, spending time with her family, watching movies, and practicing yoga.

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.

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.

Christopher Zuydhoek is a financial advisor at Merrill with 13 years at the firm and five years of industry experience. He holds the Series 66 designation and is based in Tacoma, WA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Zawilski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works closely with families and businesses to help them achieve their financial goals by connecting all aspects of their financial lives. Eric holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He follows a disciplined process centered on understanding clients' financial situations and priorities to deliver tailored advice. His approach emphasizes prioritizing and pursuing the goals that matter most to clients, reflecting his commitment to excellent service.

David Zesbaugh is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Graham Trucking, Inc. and Pacific Freight Express from 2017 to 2021, and at NU-Way, Inc. from 2012 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kurt Chambers is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at AAA Missouri and AAA Washington. Outside of his advisory role, he serves as a referee for the Seahawks Flag Football League. Merrill, along 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 individual and institutional clients.

Cody Scriver is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2015, he has been providing wealth management, investment advice, and guidance to families, with a focus on multigenerational wealth. He is a founding member and co-lead of the S&P Wealth Management Group, overseeing a team of nine professionals dedicated to making clients' financial lives easier. Cody develops customized strategies that address complex financial needs including concentrated stock positions, risk management, liability management, and tax minimization, in coordination with clients' other trusted professionals for wealth transfer, philanthropy, and estate planning services. Prior to his career in financial services, Cody served for over nine years in the Marine Corps with deployments across Southeast Asia and Afghanistan. He earned several medals during his service, including three with a "V" designation. Cody earned a Bachelor's degree in Business Economics from Ashford University and holds several professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), and Chartered Retirement Planning Counselor™ (CRPC™). He is also a Portfolio Manager who manages personalized or defined strategies on a discretionary basis. Outside of his professional responsibilities, Cody volunteers with local non-profits focused on conservation and education. He also enjoys adventure sports, cooking, scuba diving, woodworking, and spending time with his family.

Alissa Stearns is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at notable firms including JP Morgan Securities LLC and Securian Financial Services. Outside of her advisory role, she serves as a board member for Parents for Cascade, a parent support group based in Puyallup, WA. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Douglas Olmstead is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2011 and leads The OZ Group, focusing on a client-centered, goals-based approach to wealth management. Doug and his team work with clients to develop tailored financial strategies in life, investment, and retirement planning, aiming to help clients identify and prioritize their evolving needs and goals. Before joining Merrill Lynch, Doug owned and operated a real-estate appraisal company for 10 years. He holds a Bachelor's Degree in Finance from Central Washington University. His areas of expertise include education planning, family wealth management strategies, legacy planning, philanthropic planning, and retirement income, among others. Doug is actively involved in his community, serving on the Board of Directors for Puyallup St. Francis House and having served as Past President and Board member of Puyallup South Hill Rotary. He and his wife reside in South Hill Puyallup, where they raised their two grown children. Outside of work, Doug enjoys biking, boating, cooking, gardening, golfing, traveling, and spending time with his family.

Nikolay Terekhin is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help them navigate complex financial situations and develop preparedness for various economic circumstances. Nikolay's personal experience includes moving to the United States in 2006 and facing the financial challenges of the economic crisis shortly thereafter, which informs his approach to advising clients. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Enlightium Academy. He is proficient in English and Russian.

Duane Wangler is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2011 and previously worked at Bank of America for eight 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Callalily Ferguson is a Series 66-licensed financial advisor with Merrill, based in Tacoma, WA, and has three years of industry experience. She previously worked at BDO USA, LLP for ten years and also spent time with Windermere Liberty Lake and Beauty Barrage LLC, where she represented and sold skincare, haircare, and makeup brands. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Susan Swope is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 1984, concurrently working with Bank of America since 2009. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.