Elizabeth Anne Glazier

Joseph Matelich is a financial advisor with Physician Advising LLC in Newport, WA, holding Series 63 and Series 65 credentials. He has nine years of industry experience, including prior roles at RoseCap Investment Advisors and Backroads. Since 2017, he has been with Physician Advising LLC in various capacities. Physician Advising LLC provides financial planning and discretionary investment management to individuals, high-net-worth individuals, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, managing diversified portfolios primarily with index mutual funds and ETFs.

Iliana Reinhardt is a financial advisor at Reinhardt Consulting with one year of industry experience. She holds a Series 65 designation and has prior experience at Saltbox Financial LLC and Wholehearted Bookkeeping. Reinhardt Consulting provides written financial plans and non-discretionary investment advisory services primarily to individuals and families. The firm also offers paid tax filing and accounting services, technical assistance for digital assets, and periodic educational seminars, using a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

Justin Johnson is a financial advisor at Rightoak Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Gradient Securities, LLC and the State of Michigan. Outside of his advisory role, he is a personal fitness trainer through his own business, High Calling Fitness LLC, and serves as CEO of a cigar company, 1689 Holdings. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, retirement plan sponsors, and corporations. The firm focuses on strategic asset allocation and long-term value investing, incorporating a mix of equities, fixed income, mutual funds, ETFs, and alternative investments.

Marilee Stephens is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and 32 years of industry experience. She previously worked at First Financial Equity Corporation for 11 years before joining her current firm in 2022. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Andrew Dibble is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He served in the United States Marine Corps for 20 years before beginning his advisory career. Additionally, he is involved with Imagine Financial, LLC in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by a high client-to-advisor ratio and a platform-focused approach.

Joshua Parke is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024, following prior roles at OSAIC and SagePoint Financial. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.