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.

Troy Sapp is a CFP® professional with 15 years of experience in financial planning and wealth management. He has been with Commencement Financial Planning LLC since 2010 and is based in Lakewood, WA. Commencement Financial Planning LLC provides fee-only comprehensive financial planning and wealth management services primarily to individuals and families. The firm emphasizes a collaborative, consultative process and manages client accounts on a non-discretionary basis, focusing on low-cost passive mutual funds and ETFs, periodic rebalancing, and tax-loss harvesting.

Holli Howatson is a financial advisor at Woodland Wealth Advisors with 18 years of industry experience. She holds a Series 65 designation and has worked previously at Horizon Asset Management, LLC. Howatson’s career includes periods of retirement and a brief tenure at The Olympia Yacht Club. Woodland Wealth Advisors provides discretionary, individually tailored portfolio management primarily for individual clients, focusing on a long-term equity and ETF core combined with options strategies such as covered calls and cash-secured puts. The firm manages a small, concentrated client base with about $7.5 million in discretionary assets and emphasizes individualized oversight through quarterly portfolio reviews and the use of fundamental, technical, and quantitative analysis.

Frank Gallo is a CFP® professional with 34 years of industry experience, currently affiliated with Investors Portfolio Services LLC. His career includes roles at Fortune Financial Services, United Planners Financial Services, and NATIONAL PLANNING CORPORATION. Outside of advisory services, he serves as a trustee for the Joan M Gallo Trust and works as a tax preparer. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individuals, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs model portfolios and sub-advisors as needed, and offers public educational seminars along with in-house tax return preparation.

Thomas Bowman is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently with Investors Portfolio Services LLC and has previously worked at Fortune Financial Services, Inc. and United Planners Financial Services. Bowman serves as treasurer on the Kiwanis Club of Puyallup Foundation Board. Investors Portfolio Services LLC provides asset management, fiduciary services, financial planning, and tax preparation to individual clients, trusts, charities, and retirement plans. The firm tailors portfolios to client goals, employs various investment strategies, and offers educational seminars along with in-house tax return preparation.

James Howatson is a financial advisor at Woodland Wealth Advisors with a Series 65 designation and no prior industry experience. Before entering the financial field, he served in the United States Coast Guard Reserves for 31 years and worked with the Tacoma Police Department for 32 years. He has been retired since 2017. Woodland Wealth Advisors provides discretionary, individually tailored portfolio management primarily for individual clients, focusing on long-term equity and ETF core holdings combined with options strategies to generate income and seek capital preservation. The firm manages a small, concentrated client base, allowing for more individualized oversight and employs a disciplined investment process with quarterly account reviews.

Noah Fenz is a financial advisor at Investors Portfolio Services LLC with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Investors Portfolio Services in 2025, he worked at Russell Investments Implementation Services, LLC for three years and held several positions at Concourse Financial Group Advisors and Securities Inc. from 2021. Investors Portfolio Services LLC serves individual clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary asset management, ERISA plan fiduciary services, financial planning, and tax preparation. The firm constructs tailored portfolios, employs model portfolios and sub-advisors when appropriate, and offers public educational seminars and in-house tax return preparation.

Michael Weinand is a CFP® professional with 33 years of industry experience. He is currently with Weinand Financial, Inc., where he has worked since 2023, following prior roles at LPL Financial, LLC and KMS Financial Services, Inc. Outside of his advisory work, he is a commissioned notary. Weinand Financial serves individuals, including high-net-worth clients, employer-sponsored retirement plans, trusts, charities, and business entities. The firm provides tailored wealth management, financial planning, and retirement plan consulting, combining discretionary portfolio management with written financial plans and periodic reviews.

Jiajin Wu is a financial advisor at Sun Global LLC holding a Series 65 designation with no prior industry experience. Before joining the firm, Wu worked in various roles including positions at Happy Lamb Hotpot, Starbucks, and Sherwin Williams. Sun Global LLC is a small advisory firm managing approximately $5.57 million for individual and high-net-worth clients. The firm provides discretionary portfolio management and creates Investment Policy Statements, using a combination of analysis methods and a risk-scoring process to categorize clients.

Christopher Kimball is a CFP®-designated financial advisor with over 32 years of industry experience. He currently works at Fortitude Advisory Group L.L.C. and has been with Money Concepts Capital Corp since 2011. Outside of finance, he is a musician who has played drums in various bands since 1973 and serves as president of the board of directors for Network Tacoma. He also teaches and coaches at Tacoma Covenant Bible Seminary and produces educational YouTube videos. Fortitude Advisory Group primarily serves individual investors, retirement accounts, pension and profit-sharing plans, charities, and select business clients. The firm provides tailored investment advisory services through a combination of in-house management and outsourced managers, offering a range of strategies including alternative investments and performance-based fee arrangements for qualified clients.

Jon Murdock is a financial advisor at Navy Federal Investment Services, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Hohimer Wealth Management. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm employs model portfolios managed by third-party portfolio managers and provides ongoing due diligence and account monitoring.

Jacob Crause is a financial advisor with Integrity Advisory Solutions and holds a Series 65 credential. He has two years of industry experience and previously served 25 years in the United States Army. Crause is also co-owner of Mission Focused Financial, LLC, an insurance agency offering life, health, annuity, and estate planning products. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, and retirement consulting through a network of advisers, utilizing third-party platforms and sub-advisers to deliver customized investment strategies.

John Williamson is a financial advisor at Alexander Capital Wealth Management LLC with 32 years of industry experience. His work history includes roles at Penny Lane Wealth Management, LLC and Portfolio Strategies Inc. He holds Series 63 and Series 65 licenses. Williamson serves on the Board of Directors of One Accord Human Services Group, a nonprofit focused on employment assistance for individuals with a criminal background. Alexander Capital Wealth Management advises individuals, including high-net-worth clients, through discretionary and non-discretionary portfolio management and recommendations of third-party managers. The firm employs a proprietary technical and fundamental approach to asset allocation with an emphasis on low-risk positioning across equities, fixed income, and cash.

Brandon Bules is a Series 65-licensed advisor at Integrity Advisory Solutions with two years of industry experience. He has served in the United States Army for 26 years and is involved in farming through Bules Farms, LLC, as well as estate planning consultation with Integrated Trust Systems. He also has prior experience with SAG 153 and operates The Bules Group. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a network of advisers and third-party platforms to provide tailored investment strategies.

Geoffrey Johnson is a financial advisor with Symmetry Partners, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Edward Jones, John Hancock, Virtus Investment Partners, and USI Consulting Group. Symmetry Partners provides investment management primarily through model portfolios, pooled vehicles, and sub-advisory relationships, serving a diverse client base that includes charitable organizations, corporate and pension plans, and individuals. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory and multi-factor methods, offering a range of systematic, asset-allocated model portfolios and specialized services such as tax transition and rebalancing.

Belle Crause is a Series 65-licensed financial advisor with Integrity Advisory Solutions, where she has worked since 2023. She has two years of industry experience, including prior roles at Burlington Alliance Capital Management and as an independent agent. Outside of her advisory work, she co-owns an insurance agency offering life, health, and annuity products and provides estate planning consultation services. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, using a range of investment strategies and third-party platforms.

Jayden Patterson is a financial advisor at First Command Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments. Outside of finance, he has experience in various roles including at Planet Fitness and Washington State University. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm emphasizes advisor-led planning relationships and structured, ongoing financial coaching through its Tailored Professional Services engagement.

Austin Hill is a financial advisor with First Command Advisory Services in Lakewood, Washington. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he served in the U.S. Army and worked in admissions at the University of Wisconsin-Whitewater. Outside of his advisory work, he is a member of Phoenix Firms LLC, where he assesses and votes on capital contributions for property acquisitions in Wisconsin. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, and brokerage recommendations. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement with periodic progress meetings and access to designated advisors.

Christina Bates is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles at Key Investment Services and KeyBank since 2009. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs, providing clients access to third-party managers and maintaining oversight through dedicated committees.

Julie Barron is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at PlanMember since 2021 and previously spent 12 years with GWN Securities Inc. Barron has also operated her own investment and insurance services businesses since 2007. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.