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.

Hi, My name is Hui-chin Chen, a CERTIFIED FINANCIAL PLANNER™ professional and globetrotter. I specialize in helping people make smart financial decisions for international moves and global living, especially those with business interest, equity compensation, or multiple passports in the family. Having lived in six countries in 10 years, in positions as diverse as foreign company employee, non-profit worker, dependent expat spouse, and location independent business owner, I have accumulated firsthand experience and created solutions to manage the multi-facet financial picture you are facing. With my help, you will be able to pursue the life you envision while successfully: • Manage fluctuating cash flow between multiple currencies • Remain tax compliant in the US • Keep your investments efficient and flexible • Cover your unique risks • Coordinate your income, expenses, benefits, and taxes from various countries How do I do it? As your financial GPS, I will: • Show you the big picture • Calculate the potential routes • Explain the options • Give you step-by-step instructions • Keep you on track • Push you to move forward Here are some specific types of people that will benefit from working with me: • Globally mobile employees with equity compensations vesting in different countries • Business owners that are location independent or have operations in more than one country • Couples or Families with multiple nationalities and homes • Green card or visa holders living in the US without pursuing citizenship • … YOU? What is your story? Most of all, I believe that financial planning is about having a trusted partner to discuss your options and guide you through the uncertainties every step of the way. Through this continuous process, you will become more confident and at ease in making important financial decisions. I look forward to being that trusted partner for you!

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.

Zale Crawford is a financial advisor with Commonwealth Financial Network based in Vancouver, WA. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Crawford has been associated with Pillar Financial Group, LLC since 2013 and continues to serve there alongside his role at Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to operate under their own brands within a comprehensive platform.

Brett Boyer is a CFP® with eight years of industry experience, currently advising at Commonwealth Financial Network and Pillar Financial Group since 2019. His prior roles include positions at Weinand Financial and Edward Jones. He is also involved in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, compliance, and investment management, offering diverse portfolio construction options and proprietary model portfolios.

Ryan Sundberg is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, Heritage Bank, Thrivent Financial, and KeyBank. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment solutions to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes affiliated bank-developed models alongside third-party managers to deliver investment services.

Michelle Lasko is a financial advisor with Commonwealth Financial Network in Lacey, WA, holding a Series 66 designation and two years of industry experience. She has worked at Pillar Financial Group since 2013 and has been affiliated with Commonwealth Financial Network since 2013. Outside of her advisory role, she serves as a bookkeeper for the Brookfield Plaza COA, managing financial records and dues payments. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, and compliance support, with investment strategies that include discretionary model portfolios and personalized indexing options.

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.

Whitney Kershner is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

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.

Alissa Wood is a financial advisor at Edward Jones based in Olympia, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she owned and operated Alissa Marie/RAW Beauty, a hairstyling business, for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Brendan Wood is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.