Peter Haglin is the sole advisor at Companion Portfolio Management, an independent registered investment adviser based in Sequim, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 16 years with his current firm. Companion Portfolio Management provides discretionary investment supervisory services to individuals, trusts, businesses, and their employees, tailoring portfolios to clients’ goals, time horizons, and risk tolerances. The firm applies a top-down approach combined with modern portfolio theory, utilizing a range of securities including stocks, bonds, mutual funds, ETFs, and alternative assets, and serves a mix of individual, institutional, and charitable organization clients.

Steven Mangiameli is a financial advisor at Sound Financial Center in Sequim, WA, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked in tax preparation and IRS representation at SFC Tax Service, where he serves as an Enrolled Agent and Senior Tax Preparer. He has also been involved with the Port Angeles Academy of Music and Olympic Peninsula Home and Land, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax preparation services with advisory offerings and employs a fee-only model with no commission or product-sales affiliations.

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 with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Guardian and as a self-employed consultant. Outside of finance, he teaches ukulele and guitar to children through the Sequim Academy of Music, which he operates under Northside Consulting, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with its advisory offerings and uses a fee-only model, employing a mix of investment instruments and a distinctive “Sig 3 Portfolio” approach for growth portfolios.

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.

Teddy Lewis Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. He previously worked at Continental Sales & Marketing, Inc. for ten years and was self-employed for three years. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lisa Pierson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Arbor Point Advisors and Securities America, among other firms. Outside of her advisory role, she serves as a deacon at Sequim Community Church and is a partner in a vacation rental venture. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets, serving a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of advisory services with a representative-driven model and access to various investment platforms and strategies.

Rachel Scott is a financial advisor with Centaurus Financial, Inc., holding a Series 66 designation and 17 years of industry experience. She has been with Centaurus Financial since 2008. In addition to her advisory role, she is president of V.S. Associates, Inc., which conducts seminars, and owner of VSA Accounting Services, specializing in tax preparation and bookkeeping for individuals, small businesses, and estates. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers a range of services including financial planning, investment management, and retirement-plan advisory, utilizing both fundamental and technical analysis with access to third-party money managers and unified managed account programs.

Cyndi Kim is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for the Department of Defense for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Theresa Alcayaga is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2016. Prior to her career in finance, she worked for Renton Honda Automobiles for 26 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Abbott is a CFP® professional with 35 years of industry experience, currently serving at Edward Jones since 2017. Prior to this, he worked at Morgan Stanley Smith Barney for nine years. Outside of his advisory role, he is president of George Washington Inn LLC, a bed and breakfast and lavender farm in Port Angeles, WA, and serves as chairman of the board for the George Washington Society in Sequim, which hosts the Northwest Colonial Festival and other educational events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Heather Haasl is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she held roles at Heather Haasl PLLC and several organizations in the behavioral health and public sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Paul Dillman is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 23 years of industry experience. He previously worked at Avantax Investment Services and its affiliates for 16 years. Outside of his advisory role, he serves as treasurer for Helping Neighbors Worldwide Ministries and provides accounting and tax preparation services through his own firm, P&L Accounting and Tax Service. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust solutions.

Derek Dion Lee is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at JPMorgan Chase Bank, J.P. Morgan Securities, Primerica Advisors, and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Michael Carpenter CPA & Associates and Bell & Bell, PLLC in tax preparation and accounting capacities. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Travis Berglund is a financial advisor with LPL Financial in Sequim, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial and Financial Advocates Investment Management since 2015. Berglund is also involved with Sherpa Guided Wealth, a DBA for his LPL business, where he dedicates significant time. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Tylar Bauer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and four years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank since 2013. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Julie Wakefield is a CFP® and holds a Series 66 license with 17 years of experience in financial advising. She has worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. since 2019 and previously held roles at Payant Wealth Management Group, Sagepoint Financial, Inc., and RSM US Wealth Management LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tanner Keehn is a financial advisor at OSAIC with four years of industry experience and holds a Series 66 designation. He has held roles at Sagepoint Financial, Strait Financial Advice, and OSAIC since 2021. Outside of advising, he is the founder of So Free Foods, Inc., where he leads product development efforts. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Patrick Griffin is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he served in the United States Army from 2017 to 2021 and is currently a member of the US Army Reserves. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kristopher Henrikson is a financial advisor with Edward Jones in Sequim, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Henrikson is involved in coaching basketball for middle and elementary school students and serves on the board of Citizens for Sequim Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and is notable for its large network of advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Jason Berglund is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. He has worked at Financial Advocates Investment Management and LPL Financial since 2023, and previously held roles at Pacific Lifestyle Homes and Sierra Pacific Industries. Outside of his advisory work, he is involved in tax preparation and accounting through JB Financial Services, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Carrie Lyon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services, Inc. before joining Cetera, and she also serves as president of her own tax preparation and accounting firm. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Bret Keehn is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Strait Financial Advice since 2003 and Sagepoint Financial, Inc. from 2002 to 2023. Outside of his advisory roles, he serves as a board trustee for the Sequim Sunrise Rotary Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk tolerance assessments with advanced portfolio management tools and offers access to a wide range of investment products and third-party managers.

Cheryl Easterling is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 credential and four years of industry experience. She has been with Edward Jones since 2017 and previously worked in the food service and cleaning industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment products and advisory services, supported by a large national network of financial advisors and branch offices.

Laura Robb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James since 2015, working across various company divisions. Outside of her advisory role, she owns Robb Wealth Management, where she builds clientele and manages investments. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm specializes in financial planning and non-discretionary investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Philip Trowbridge is a financial advisor at Edward Jones in Sequim, WA, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Amazon.com for three years. Outside of his advisory role, he serves as a director of Trowbridge Group, LLC, a private estate interests business involved in managing oil and gas royalties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Watkins is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2018. His prior experience includes roles at Summit Financial Group Inc and Summit Brokerage Services Inc. Outside of his advisory work, he is involved with Andrew Watkins & Associates, Inc., a business entity he has maintained since 1992. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

David Nute is a financial advisor with Creative Retirement Planning, Inc. in Sequim, WA. He holds the ChFC® designation and has nine years of industry experience. Nute has been with Creative Retirement Planning since 2011 and has worked in the financial services field since 2002. Creative Retirement Planning, Inc. serves individual clients, including retirees, higher-net-worth individuals, and small business owners, focusing on retirement income and estate planning, portfolio management, insurance products, and mortgage services with an emphasis on reverse mortgages. The firm uses a consultative, non-discretionary approach with income-oriented investment allocations and integrates fee-based portfolio management alongside insurance and mortgage placement.