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.

Ryan Schopp is a financial advisor with Mass Mutual Investors Services in Winlock, Washington, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2020, and previously at The Prudential Insurance Company of America and PRUCO Securities from 2018 to 2020, as well as Country Capital Management Company from 2012 to 2018. In addition to his advisory role, he is licensed as an insurance agent for life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools and providing recommendations without discretionary authority.

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.

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.

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.

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.

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.

Reid Hamblet is a financial advisor with Mass Mutual Investors Services and holds a Series 66 credential. He has four years of industry experience, including previous roles at Edward Jones and the City of Olympia. Outside of his advisory work, Hamblet serves as an assistant baseball coach for a high school team and is a board member representing the Babe Ruth division for a youth baseball organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved software tools.