Lance Sevier is a CFP® professional with 17 years of experience, currently affiliated with LPL Financial in Edmonds, WA. His prior experience includes roles at Penn Mutual Life Insurance Company, Hornor Townsend & Kent Inc, Alaska USA, and CUNA Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and technology-driven strategies.

James Clarke is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at LPL Financial since 2013 and concurrently served at Financial Advocates Investment Management for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 21 years of industry experience. He previously worked at D.A. Davidson & Co. for nine years before joining LPL Financial in 2020. Brewer also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor, and manages a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jacob Sandberg is a financial advisor with LPL Financial in Edmonds, WA, holding a Series 66 designation and 12 years of industry experience. He has been associated with LPL Financial since 2014 and has worked with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Outside of his advisory role, he provides administrative support to Financial Advocates Investment Management, an independent registered investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

Susan Beardsley is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2013. Beardsley is also associated with Olympic Investment Group, a doing-business-as name for Financial Advocates Investment Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios.

Crystal Beineke is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial in Edmonds, WA. She has worked at LPL Financial since 2014 and has prior experience with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Beineke also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.