Bradley Miller is a financial advisor with Eagle Strategies (NY Life) in Shelton, WA, holding the ChFC® designation and Series 63 and 66 licenses. He has 13 years of industry experience and has been with Eagle Strategies since 2014. Miller is also a board member of the Great Bend Center for Music and serves as an officer in the Salish Sea Rotary of Mason County, engaging in community service locally and internationally. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Brittany Depoe is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. She has held roles with the Development Disabilities Administration and operates two insurance brokerage businesses focused on life, annuity, and Medicare insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates multiple investment models and provides support for advisor-managed accounts.

Allen Robbins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameritas Investment Company, LLC since 2000 and joined Ameritas Advisory Services in 2021. Robbins also serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Gina Drew is a financial advisor with key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with key Investment Services since 2010. Outside of her advisory role, she is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, which develops the investment models used in its programs.

Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement, she worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Life Insurance Company. Outside of her advisory role, she owns The Equine Bit Fitter, a business providing equine services focused on fitting bridles and bits for horses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Katheryne Mcmillan is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. for 15 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Rebecka Kennedy is a financial advisor with Edward Jones in Olympia, WA. She holds the Series 66 designation and began her advisory career at Edward Jones in 2024. Prior to joining the firm, she worked in education with North Thurston Public Schools and Corpus Christi Independent School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Walker Stinson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Hexcel Corporation and was involved with the University of Utah and Stone Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Julia Mcginnis is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera since 2014. Her prior work history includes roles at HomeStreet Bank, J.P. Morgan Securities, and Chase Investment Services Corp. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement plan services, and access to third-party managers, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and various program options.

Kristen Rudy is a financial advisor with Edward Jones in Elma, Washington, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as Secretary for the McCleary PTA and is a Member at Large on the South Puget Sound Estate Planning Council board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and combines advisory services with affiliated capabilities such as a trust company and proprietary mutual funds.

Jacob Mager is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018. Prior to his advisory role, he was employed at Our Community Credit Union and Fred Meyer/Kroger. 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 an in-house research team and a large network of investment adviser representatives.

Jason Olsen is a financial advisor with Edward Jones in Elma, WA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as a board member of the Grays Harbor Country Club in Aberdeen, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Sarah Keister is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as president of Great Expectations of Kindness, a nonprofit group that raises funds for various 501(c)(3) organizations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Lori Morgan is a financial advisor at Edward Jones in Shelton, WA, with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Sullivan is a financial advisor with Edward Jones in Shelton, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Deatra Harrington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she is involved in selling fixed insurance and long-term care insurance as part of her financial planning services. 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 an in-house research team and delivers services through a large network of investment adviser representatives.

Kamryn Morgan is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Morgan worked at Fenner, Inc for nine years. Outside of the financial industry, Morgan serves as an assistant girls soccer coach at North Mason High School in Belfair, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and operates through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Mark Mager is a financial advisor with LPL Financial in Shelton, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial since 2004. He serves as a board member for Our Community Credit Union in Shelton, WA. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

Stefanie Dantinne is a financial advisor with Edward Jones, holding a Series 66 designation and 9 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rk Scott Davis is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously at Lendmark Financial (formerly Springleaf) from 2014 to 2018. Davis holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual investors, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Eric Thompson is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Shelton, WA. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.