Jacob Ryan Conklin

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.

Carl Eshelman is a financial advisor with Quantum Solutions, Inc. in Lacey, WA, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience and has been with Quantum Solutions since 1995. His background includes roles at Northwest Investment Advisors, Inc. and Signator Investors, Inc. Quantum Solutions provides investment and comprehensive financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm emphasizes coordinated written plans, diversified asset allocation models, and pension consulting as part of its service offerings.

Thomas Mclean Jr. is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Advitica Financial Planning LLC. He has worked at Advitica since 2018, following prior roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC offers fee-only investment management and financial planning services to individuals, families, and personal representatives. The firm employs an evidence-based investment approach focused on diversified portfolios using no-load mutual funds and ETFs, emphasizing asset allocation, tax-sensitive strategies, and investor education through seminars and workshops.

Rebecca Stapp is a Series 65-licensed financial advisor with nine years of industry experience. She has been affiliated with Stapp Wealth Management, PLLC since 1998. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing discretionary portfolios based on five risk-based model strategies that incorporate technical and cyclical analysis with occasional short-term trading.

Kelli Denney is a financial advisor at Armour Wealth Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Ragnar Wealth Management, GK Capital Partners, and Morgan Stanley. Armour Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, and other business entities. The firm’s investment approach focuses on a disciplined, behaviorally-informed process with an emphasis on capital preservation, diversified portfolios primarily constructed from mutual funds and ETFs, and incorporates client-directed ESG preferences when requested.

Gregory Stapp is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Stapp Wealth Management, PLLC since 1998, where he is one of three advisors at the firm. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm combines discretionary portfolios based on risk-based models with integrated tax preparation and planning, utilizing a blend of technical and cyclical analysis alongside traditional research.