Dempsey Wheelock

Jimmie Mendoza is a financial advisor at Cornerstone Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cornerstone Asset Management since 2000. Outside of his advisory role, Mendoza is also employed as a benefits specialist. Cornerstone Asset Management provides personalized investment management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite portfolio structure, focusing on globally diversified investments and individualized client reviews.

Janet Pack is a financial advisor at Advisors Asset Management, Inc. in Tacoma, WA, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Federal Retirement Resources and Senior Care Alliance, where she is also the owner and spends a significant portion of her time involved in the sale of insurance products. Advisors Asset Management primarily serves individual and retirement-age clients by providing financial planning and consulting services and referring investment management to third-party money managers. The firm facilitates insurance and annuity products through an affiliated insurance practice and offers client support without directly managing or trading client assets.

Austin Goddard is a Series 65-licensed financial advisor with 19 years of industry experience. He is the principal of Taylor Goddard Investments in Yelm, WA, and has prior experience at Tempus Investment Corp and Stock Management LLC. Goddard also owns Automation LLC, a business providing back-office software and scheduling services to RIA firms, charter fishing operations, and the hospitality industry. Taylor Goddard Investments offers discretionary investment advisory services to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a fundamental screening process based on Value Line data combined with technical analysis to manage portfolios that include equities, ETFs, mutual funds, and bonds.

Troy Sapp is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been with Commencement Financial Planning LLC since 2010 and is based in Lakewood, WA. Commencement Financial Planning LLC provides fee-only comprehensive financial planning and wealth management services primarily to individuals and families. The firm emphasizes a collaborative, consultative process and manages client accounts on a non-discretionary basis, focusing on low-cost passive mutual funds and ETFs, periodic rebalancing, and tax-loss harvesting.

Julie Wurst is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She founded Julie A. Wurst, CFP, LLC in 2017 after working for Seneschal Advisors, LLC from 2014 to 2016. The firm serves individual clients, including high-net-worth individuals, as well as small businesses and trusts, providing investment management, financial planning, and consulting services. It emphasizes a globally diversified, low-cost investment approach focused on index mutual funds and ETFs, with portfolios constructed and monitored according to client risk tolerance.

Jacob Hall is a financial advisor at Pace Wealth Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management and Park Avenue Securities. Outside of advisory work, Hall has ownership and management roles in four recreational cannabis dispensaries. Pace Wealth Advisors provides financial planning and portfolio management primarily for individual clients with investable assets above $500,000. The firm’s investment approach is based on modern portfolio theory and long-term horizons, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates client-specific investment policy statements reviewed periodically.