Thomas Mclean is a CFP® certificant with 14 years of experience in financial advising. He has worked at Advitica Financial Planning LLC since 2018 and previously held roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC provides tailored financial planning and portfolio management primarily for individuals, families, and fiduciaries. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory and offers complimentary educational seminars and workshops in addition to discretionary management and hourly consultations.

Noah May is a financial advisor with Stifel Independent Advisors, LLC, holding a Series 66 designation and one year of industry experience. His work history includes roles at Stifel Independent Advisors as well as experience with Montclair Swim Club and Truman State University. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm provides both discretionary and non-discretionary portfolio management along with financial planning and utilizes proprietary capital market models to tailor asset allocation recommendations.

Laura Nelson is a financial advisor with Stifel Independent Advisors, LLC and holds Series 63 and Series 65 licenses. She has 13 years of industry experience, including 10 years at Wells Fargo Advisors before joining Stifel Independent Advisors in 2024. Nelson is also the owner of Columbia Crest Financial Advisors, a financial advising firm based in Chehalis, WA. Stifel Independent Advisors serves a diverse client base, including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services with a collaborative planning process that incorporates proprietary capital market assumptions and probabilistic modeling.

Silas Newkirk is a financial advisor at Stifel Independent Advisors, LLC with six years of industry experience. He previously worked at Wells Fargo Advisors and Ritchie Bros. Auctioneers. Outside of his advisory role, he teaches Taekwondo at Centralia College. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process using proprietary models to tailor asset allocation recommendations.

Donald Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he has also served as an OSJ delegate. Outside of his advisory work, Wilson is involved in community service as a vice president and board member of a local Rotary International chapter, serves on the board of the Lewis County Tennis Association, and performs as a musician at various events. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions, supported by a broad institutional and retirement service platform.

Devin Sume is a financial advisor at Equitable Advisors with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2016, previously working at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Kashif Khan is a financial advisor with Raymond James & Associates in Chehalis, WA, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked in automotive sales at I-5 Toyota and Volkswagen of Olympia. Khan serves as a director on the board of the Visiting Nurses Foundation in Centralia, WA, where he assists with fundraising events supporting local home health and hospice care. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both retail and institutional clients with public finance and municipal services.

Bruce Hansen is a CFP®-certified financial advisor with Edward Jones in Chehalis, Washington, and has nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Hansen serves as an assistant football coach for the freshman team at Centralia High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Christopher Hallett is a financial advisor with Edward Jones in Tenino, Washington, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves in leadership positions with the Northwest Lions Foundation for Sight & Hearing and the Tenino Lions Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large nationwide advisor and branch network.

Catherine Cleveland is a financial professional with six years of industry experience, currently affiliated with Northwest Planning & Investments, LLC and Cetera. She holds Series 63 and Series 66 credentials and has previously worked at FIRST Allied Securities and Olympia CPA. Outside of her advisory role, she serves as chairman of the Twin Cities Rotary and is a partner in Mauve Gaming. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a wide range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Cindi Whiting is a Series 66 licensed financial advisor with Edward Jones in Rochester, WA, where she has worked since 2009. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

Michael Bartoldo is a CERTIFIED FINANCIAL PLANNER™ professional with six years of experience at Edward Jones. Prior to joining Edward Jones in 2020, he served 16 years with the U.S. Air Force in the Western Air Defense Sector. Outside of financial advising, he is a part-owner of a part-time catering business, Stone Wood Fired Pizza, in Olympia, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stuart Cavness is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Cetera and its affiliated entities since 2020 and previously spent four years at First Allied Advisory Services. Outside of his advisory role, Cavness serves as Treasurer for the SYC Foundation and the Lewis County Economic Development Council and is a board member of the Lewis County Young Professionals. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Kevin Stottlemyre is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America, Inc., Umpqua Investments, Inc., and Umpqua Bank. He also has an insurance sales background and manages fixed annuities through his business, Stottlemyre Christin Investments. Osaic Wealth, Inc. 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 incorporating risk-tolerance assessments, asset allocation, and portfolio optimization, and offers access to multiple custodial platforms, third-party managers, and institutional services.

Steven Elder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Thornburg Securities Corp and B.B. Graham & Co., Inc. Elder is also involved with Fox and Bull Wealth Strategies, an investment-related business affiliated with his LPL practice. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Vanessa Horning is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. She serves as a board member for the Discovery Children's Museum of Lewis County. 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, investment solutions, and fiduciary services through a large nationwide network of financial advisors and branch offices.

John Lawrence is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. His career includes roles at First Allied Securities, INC., First Allied Advisory Services, INC., and Cetera Advisors LLC. He is a partner at Northwest Planning & Investments, LLC, a financial services firm, and serves as successor trustee for the Lawrence Family Foundation. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, with a notable integration of retirement and fiduciary capabilities alongside its broad advisory platform.

Jimmy Du is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Before entering finance, he was employed at Dunkin' Donuts and H&L Deli Grocery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nathan Joyner is a CFP® professional with two years of industry experience, currently affiliated with Cetera. His prior work includes roles at Premier Technology, Tadd Jenkins Auto Group, and Idaho State University. He is also involved with Northwest Planning & Investments, LLC, a financial services business. Cetera Investment Advisers serves a wide range of clients, including individuals, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad trust and institutional network.

Beryl Nacht is a Series 66-credentialed financial advisor with Edward Jones in Chehalis, Washington, with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.

William Radtke is a financial advisor with Edward Jones in Centralia, WA, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as a football official for the South West Washington Football Official Association, officiating games for grades 7-12. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors.

Jacob Conklin is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in education and transportation roles, including positions at school districts in Washington and Olympia Premier Airport Shuttle. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Julia Gaul is a Series 66-licensed financial advisor with Edward Jones in Centralia, WA, with four years of industry experience. She has worked at Edward Jones since 2021 and previously spent 18 years with the Rochester School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Lenz is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Allied Securities, INC for nine years. Outside of her advisory role, she serves as treasurer for the Chehalis Little League and is a trustee of the Lenz Family Trust. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Bruce Hansen is a financial advisor with Edward Jones in Chehalis, WA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he has involvement as an actor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Jeffrey Robertson is a CFP®-designated financial advisor with 42 years of industry experience, currently with Cetera. His prior roles include positions at Raymond James Financial and Voya Financial Advisors. Outside of his advisory work, he serves as Treasurer for the Twin Cities Rotary Foundation, maintaining financial records and managing fund disbursements. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, retirement, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Derek Burger is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of his advisory work, he is vice president of the United Way of Lewis County and is involved in local timber management and egg farming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Tyler Lozier is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fidelity, Tyler worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Brian Meents is a financial advisor at Edward Jones with a Series 66 designation and less than one year of industry experience. Prior to joining Edward Jones in 2024, his background includes various roles in education and substitute teaching. 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 strategies, with a nationwide network of more than 23,700 financial advisors.

Robert Pehl is a financial advisor with Raymond James & Associates in Chehalis, WA, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he is a partner in a small investment business with his wife. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

William Craig is a financial advisor with LPL Financial based in Chehalis, Washington. He holds the Series 63 and Series 66 licenses and has 30 years of industry experience. He has worked at Linsco/Private Ledger since 2004. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house Research team and provides multiple delivery options such as model-portfolio advisory programs and third-party asset management.

Jenna Nacht is a financial advisor at Edward Jones in Chehalis, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for the Virginia Indigent Defense Commission for 12 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Suzan Elder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and B.B. Graham & Co. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Tyler Whitworth is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He is based in Tenino, WA, and participates as a Civil Service Commissioner for the City of Tenino. Additionally, he is a board member of a non-profit established to honor a local wrestling coach and serves as an assistant wrestling coach at Tenino High School during the season. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Douglas Bradel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked at J.P. Morgan Securities and JPMC BANK NA since 2016, and previously spent five years at Wells Fargo Advisors and nine years at Wells Fargo Bank. 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. The firm delivers these services on a non-discretionary basis, combining institutional advisory capabilities with affiliated brokerage and investment management functions.

Brady Hoover is a financial advisor with Edward Jones in Rochester, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Yelm Community Schools for seven years and Anthony's Homeport for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.

Lynne Calvert is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2014. Based in Bend, OR, she provides financial planning and investment consulting services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, including municipal client support and investment banking capabilities.

Bryan Erickson is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Symmetry Financial Group and has been involved in several other business ventures, including part ownership of Northwest Restroom Trailers. Outside of financial services, he is engaged in managing communications at Northwest Restroom Trailers, a restroom trailer rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across different net worth levels, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Kyle Smith is a CFP® professional with 14 years of industry experience, currently affiliated with Edward Jones since 2011. He holds a Series 66 license and is based in Tumwater, WA. Outside of his advisory work, he manages a rental property in Hoquiam, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.