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.

Gary Pollock is a CFP® with 34 years of industry experience, currently serving at SPC. He has worked at Parkland Securities, LLC since 2014 and has been with Sigma Planning Corp. since 2002, alongside a long tenure at Midland National Life Insurance starting in 1985. Outside of his advisory roles, he served as president of BEST Dollars for Scholars, a nonprofit providing scholarships to local high school seniors. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a service model that includes discretionary management, co-advisor arrangements, and formal succession protocols.

Rachel Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked at LPL Financial since 2022 and previously held roles at First Command Financial Planning and Harborstone Credit Union. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research, with flexible delivery options tailored to client needs.