Julie Wakefield

David Nute is a financial advisor with Creative Retirement Planning, Inc. in Sequim, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been with Creative Retirement Planning or its predecessor since 2002. Creative Retirement Planning, Inc. serves individuals—many retired or planning for retirement—small business owners, and higher-net-worth clients, offering retirement income and estate planning, portfolio management, insurance products, and mortgage brokerage services with a focus on reverse mortgages. The firm combines fee-based investment advice with insurance commissions and mortgage origination, using diversified portfolios and integrated income planning solutions.

Steven Mangiameli is a financial advisor at Sound Financial Center LLC with one year of industry experience. He holds a Series 65 credential and previously worked six years at the Port Angeles Academy of Music. In addition to his advisory role, he serves as an Enrolled Agent and Senior Tax Preparer at SFC Tax Service, a tax preparation and IRS representation business. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm combines investment management with integrated tax services through its affiliated tax-preparation practice and operates under a strictly fee-only model.

Joseph Mangiameli is a financial advisor with Sound Financial Center in Sequim, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Sound Financial Center since 2003 and also operates a tax preparation service primarily for his investment clients. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm uses a mix of investment vehicles and integrates tax preparation and advice into its services, operating on a strictly fee-only basis with a small team of three advisors.

John Mangiameli is a financial advisor at Sound Financial Center LLC in Sequim, WA, holding a Series 65 designation with two years of industry experience. He has worked at SFC Tax Service since 2024 and was previously employed at Guardian from 2020 to 2024. Outside of his advisory role, Mangiameli owns and operates Northside Consulting, LLC, which includes the Sequim Academy of Music where he teaches ukulele and guitar to children. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with investment advice, offering a fee-only model and using diversified investment approaches including ETFs and mutual funds to align with client risk tolerance.

Julie Scott is a financial advisor at Martel Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Kms Financial Services, Inc. for 20 years before joining Martel Wealth Advisors. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations by providing wealth management, comprehensive wealth planning, and pension consulting services. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives, and manages approximately $1.25 billion in assets.

Michael Mckenzie is a financial advisor at Calton & Associates, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 12-year tenure at Capital Financial Services, Inc. In addition to his advisory role, he has been an agent for various life insurance companies since 1981. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and employs multiple analytic approaches, combining fee-based and commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.