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.

Carl Eshelman is a financial advisor with Quantum Solutions, Inc. in Lacey, WA, holding the ChFC® designation and Series 63 license, with 42 years of industry experience. He has been with Quantum Solutions since 1995 and previously worked at Northwest Investment Advisors, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory role, Eshelman is involved in insurance sales and offers life settlements on a case-by-case basis. Quantum Solutions provides investment and comprehensive financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension plans, charitable institutions, and endowments. The firm emphasizes coordinated written plans and diversified asset-allocation models, often utilizing third-party money managers, and includes pension consulting as a notable part of its service offering.

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.

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.

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.

Kaleigh Prentice is a financial advisor at Prentice Financial Planning, LLC with 11 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Prentice Financial Planning since 2017, following prior roles at Prentice Wealth Management and as an independent insurance professional. Outside of her advisory work, she owns a cookie-making business that produces decorated sugar cookies for both donation and sale. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.

Andrew Prentice is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Prentice Financial Planning, LLC since 2017. His prior roles include positions at Columbia River Advisors, LLC and Bliss Investments LLC, as well as experience as an independent insurance agent. He is also a member of PTS Holdings, LLC, which owns the building housing his firm. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households and retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocation, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Cassidy Stevick is a financial advisor at Columbia River Advisors with nine years of industry experience and holds a Series 65 designation. He has been with Columbia River Advisors since 2015 and also works with Prentice Wealth Management LLC dba Prentice Financial Planning. In addition, he is affiliated with St. Martin's University. Columbia River Advisors provides investment advisory and financial planning services primarily to individual clients, including high-net-worth households, as well as retirement plans, corporations, and pooled vehicles. The firm manages portfolios through an internal investment committee using model portfolios across various asset classes and offers discretionary management along with specialized services such as private fund management and affiliated tax services.

Michelle Bryant is a CFP® and holds a Series 65 license with one year of industry experience. She is currently an advisor at BluePrint Investing LLC, where she has worked since 2023. Prior to joining BluePrint, she was with Granite Peak Wealth Advisors for five years and Glacier Wealth Management for two years. BluePrint Investing LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a long-term, asset-allocation strategy focused on broad diversification using primarily index and passive mutual funds and ETFs, and it incorporates independent sub-advisers and private fund recommendations for qualified clients.

Robert Heck is a Series 66 licensed financial advisor with over 12 years of industry experience. He is a co-owner and wealth advisor at Kiley Juergens Wealth Management, LLC, where he has worked since 2013. Prior to this, he was associated with Osaic Wealth, Inc. and Signator Investors, Inc. Heck serves on the board of the Hands On Children’s Museum and has held a board position with the Willamette University Alumni Association. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, managing approximately $1.87 billion in assets for over 2,200 clients. The firm offers both discretionary and non-discretionary portfolio management, emphasizing mutual funds and ETFs alongside individual equities and other strategies, supported by a technology-enabled delivery model and a six-advisor team.

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.

Carly Sipe is a wealth advisor at Kiley Juergens Wealth Management, LLC in Olympia, WA, with two years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth, Inc. and Kiley Juergens Wealth Management since 2023. Outside of her advisory role, she coaches the girls' soccer team at Olympia High School. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management, financial planning, third-party adviser selection, and pension consulting. The firm manages approximately $1.87 billion in assets for about 2,269 clients through a six-advisor team and employs a technology-enabled delivery model with a focus on mutual funds, ETFs, individual equities, and options.

John Kiley is a financial advisor with Kiley Juergens Wealth Management, LLC in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Osaic Wealth, Inc. and Signator Investors, Inc., and has been with Kiley Juergens Wealth Management since 2009. Outside of his advisory role, he serves as the head basketball coach at Olympia High School and is president of a nonprofit supporting local basketball. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management and financial planning supported by a six-advisor team. The firm emphasizes a technology-enabled delivery model with both discretionary and non-discretionary management, utilizing a range of investment vehicles and third-party research.

Mark Boyer is a CFP® professional with 17 years of industry experience. He is a co-owner and advisor at Kiley Juergens Wealth Management, LLC, where he has worked since 2014. Prior to this, he held roles at Osaic Wealth, Inc. and Signator Investors, Inc. He holds a Series 66 license and is also licensed to sell life, annuities, long-term care, and disability insurance, though insurance sales are a minor part of his activities. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, managing approximately $1.87 billion in assets for over 2,200 clients. The firm offers discretionary and non-discretionary portfolio management emphasizing mutual funds, ETFs, and individual equities, supported by model portfolios, third-party research, and a technology-enabled delivery model.

Martin Juergens is a financial advisor with Kiley Juergens Wealth Management, LLC in Olympia, WA, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Kiley Juergens Wealth Management since 2009 and previously at Signator Investors, Inc. and OSAIC Wealth, Inc. Juergens is president of the Olympia Basketball Academy, a nonprofit organization where he is involved in management and coaching. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, offering portfolio management, financial planning, third-party adviser selection, and pension consulting. The firm manages approximately $1.87 billion for over 2,200 clients using a technology-enabled delivery model and a range of investment strategies including mutual funds, ETFs, individual equities, and options.

Timothy Hume is a wealth advisor with Kiley Juergens Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. Prior to his advisory career, he spent 30 years at HDR Engineering, Inc. He is also involved in local basketball programs as an assistant coach and serves as an officer for an association related to the sport. Kiley Juergens Wealth Management serves individuals, trusts, estates, charitable organizations, corporations, and employee benefit plans, managing approximately $1.87 billion in assets for over 2,200 clients. The firm offers both discretionary and non-discretionary portfolio management, utilizing a range of investment strategies and third-party research, supported by a six-advisor team and technology-enabled client reporting.

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.

Yu Li is a Financial Advisor at Merrill Lynch Wealth Management. With 12 years of experience in the industry, Yu has managed a range of investments including private placement funds, municipal bonds, upstream oil and gas drilling programs, and real estate development projects. Yu applies deep knowledge of investment and business operations to daily strategy development, focusing on analysis across different industries and company evaluations. Yu's expertise covers family wealth planning, corporate cash flow management, and tax efficiency in investments. Areas of client focus include divorce transition planning, employee benefits planning, family wealth management strategies, institutional investment consulting, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Yu provides number-driven investment advice to develop customized strategies tailored to clients' unique financial goals. Yu holds a Master's Degree in Engineering from Saint Martin's University and holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Yu is fluent in English, Chinese, Mandarin, and Wu, and is affiliated with Merrill Lynch Wealth Management. Personal interests include reading, scuba diving, table tennis, traveling, and woodworking.