Wayne Edward Lockwood

James Swanson is a financial advisor at JRS Investments and Wealth Preservation, LLC with 23 years of industry experience. He has held his current role since 2008 and previously worked at Kaplan Financial for 20 years. He holds Series 63 and Series 65 licenses. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach and offers a broad range of investment options, typically managing accounts on a discretionary basis.

Bradley Miller is a financial advisor with Eagle Strategies (NY Life) based in Shelton, WA, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Miller serves as a board member of the Great Bend Center for Music and is an officer with the Salish Sea Rotary of Mason County, both community organizations focused on local engagement. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, institutional clients, and plan sponsors. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Brittany Depoe is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience with the Developmental Disabilities Administration at DSHS. In addition to her advisory role, she operates Brittany Depoe LLC, an insurance brokerage focused on Medicare insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies through a platform serving over 127,000 clients.

Gina Drew is a financial advisor with Key Investment Services LLC in Shelton, WA, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Key Investment Services since 2010. Outside of her advisory role, she is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection, ongoing product due diligence, and provides access to third-party discretionary managers within the KeyCorp corporate group.

Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Securities. Outside of finance, she owns The Equine Bit Fitter, a business specializing in equine services such as fitting bridles and bits for horses. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Katheryne Mcmillan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Securities America Advisors and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.