Nichollas David Benton

Chase Munoz is a financial advisor with Rainier Capital Investments LLC in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Key Investment Services and Ameriprise Financial Services Inc. Outside of advisory work, he is a managing member of Puzzle Investors, LLC, a real estate business. Rainier Capital Investments LLC is a single-advisor registered investment adviser serving individuals and high net worth clients. The firm offers discretionary and non-discretionary portfolio management and financial planning, utilizing a variety of investment instruments and model portfolios developed by unaffiliated managers.

Angel Cruz is a CFP®-designated financial advisor with 20 years of industry experience. He has operated Cruz Registered Investment Advisor, LLC since 2008. Cruz Wealth Management, LLC provides personal financial planning and discretionary investment management to individuals, families, trusts, estates, and related entities, including small family businesses. The firm uses a value-oriented, strategic asset allocation approach combined with fundamental and technical analysis to create customized portfolios, managing approximately $3.91 million for 18 clients.

Bret Wilhelm is a CFP® with 25 years of industry experience and the sole advisor at Wilhelm Financial Services, PLLC, an independent firm he has led since 2000 in Olympia, WA. Wilhelm Financial Services primarily serves individual clients by providing portfolio management, comprehensive financial planning, and asset-tracking services tailored to each client’s circumstances. The firm emphasizes nondiscretionary management, using mutual funds, index funds, and occasional individual securities, with a focus on a concentrated number of high-balance accounts.

Janet Pack is a financial advisor with Advisors Asset Management, Inc. in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with the firm since 2017 and also owns Senior Care Alliance, where she sells insurance products, dedicating approximately 70% of her time to this business. Advisors Asset Management, Inc. provides advisory services mainly to individual clients, focusing on financial planning and consulting while referring clients to third-party money managers. The firm does not manage portfolios directly but facilitates account setup and service, offering financial planning on an hourly basis and assisting with insurance product arrangements.

Colleen Gillespie is a financial advisor at Sawston Wealth Management LLC with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has led Sawston Wealth Management since 2015. Gillespie serves as Chair of the Board of Trustees at Capital Medical Center, is a Pastoral Council Member at St. Michael Parish, and was President-Elect of the Rotary Club of Olympia. Sawston Wealth Management LLC serves individuals, pension and profit-sharing plans, charitable organizations, and business entities through portfolio management, financial planning, pension consulting, and an algorithm-driven service called SawstonDirect. The firm employs a long-term investment approach combining fundamental, cyclical, and quantitative analysis with modern portfolio theory, managing assets in-house and requiring client custody through Charles Schwab Institutional.

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.