David Nute is a financial advisor with Creative Retirement Planning, Inc. in Sequim, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been with Creative Retirement Planning or its predecessor since 2002. Creative Retirement Planning, Inc. serves individuals—many retired or planning for retirement—small business owners, and higher-net-worth clients, offering retirement income and estate planning, portfolio management, insurance products, and mortgage brokerage services with a focus on reverse mortgages. The firm combines fee-based investment advice with insurance commissions and mortgage origination, using diversified portfolios and integrated income planning solutions.

Earl Johnson is a financial advisor at EMP Wealth Management LLC with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Morgan Stanley and Principal Securities. Outside of advising, he is a speaker and author, and serves as CEO and educator at EMP Financial Wellness, focusing on financial competency education for individuals including Native Americans. EMP Wealth Management LLC is an independent investment adviser serving individuals, high-net-worth clients, small businesses, Indian Tribes, and charitable organizations. The firm offers discretionary investment management and written financial planning with a suitability-driven, diversified approach, and provides a specialized 3(21) ERISA advisory service for owner-only corporate retirement plans.

Timothy Martin is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Upleft Asset Management since 2026 and previously served five years at Hallett Advisors. Martin also served in the U.S. Marine Corps both on active duty and in the reserves. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes long-term portfolio strategies using low-cost mutual funds and ETFs, complemented by fundamental and technical research and regular client communication.

Steven Mangiameli is a financial advisor at Sound Financial Center LLC with one year of industry experience. He holds a Series 65 credential and previously worked six years at the Port Angeles Academy of Music. In addition to his advisory role, he serves as an Enrolled Agent and Senior Tax Preparer at SFC Tax Service, a tax preparation and IRS representation business. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm combines investment management with integrated tax services through its affiliated tax-preparation practice and operates under a strictly fee-only model.

Matthew Miller is a CFP® professional with 17 years of experience in financial advisory roles. He has worked at Upleft Asset Management since 2018, following prior positions at Hallett & Associates, SEI Investments Management Corp, Wells Fargo Clearing, and A. G. Edwards & Sons. Upleft Asset Management provides discretionary investment management and financial planning services primarily for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, research-driven approach using diversified mutual funds, ETFs, and selective individual securities, with a focus on ongoing client communication.

Joseph Fors is a financial advisor at FORS Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he serves on the Board of Elders and Financial Committee for Independent Bible Church, owns an agricultural business, and is president of the Peninsula Rodeo Association. FORS Financial is a two-advisor firm managing approximately $135 million across 240 client accounts, serving individuals, high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations. The firm provides discretionary wealth management and financial consulting, utilizing a diversified investment approach based on Modern Portfolio Theory and various analytic methods to construct portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.

Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation and beginning his advisory career in 2026. His prior experience includes roles at Research Innovations and the Defense Intelligence Agency. He also has a teaching position at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supported by ongoing portfolio supervision and personalized client contact.

Joseph Mangiameli is a financial advisor with Sound Financial Center in Sequim, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Sound Financial Center since 2003 and also operates a tax preparation service primarily for his investment clients. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm uses a mix of investment vehicles and integrates tax preparation and advice into its services, operating on a strictly fee-only basis with a small team of three advisors.

John Mangiameli is a financial advisor at Sound Financial Center LLC in Sequim, WA, holding a Series 65 designation with two years of industry experience. He has worked at SFC Tax Service since 2024 and was previously employed at Guardian from 2020 to 2024. Outside of his advisory role, Mangiameli owns and operates Northside Consulting, LLC, which includes the Sequim Academy of Music where he teaches ukulele and guitar to children. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with investment advice, offering a fee-only model and using diversified investment approaches including ETFs and mutual funds to align with client risk tolerance.

Casi Fors is a financial advisor at FORS Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Outside of advising, she serves on the financial committee for the Field Arts and Events Hall and is a licensed insurance agent. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations with discretionary wealth management and financial consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and various analytical methods, managing approximately $135 million across 240 client accounts.

Jason Wilson is a financial advisor at Hallett Advisors with a Series 65 designation and four years of industry experience. He has been with Hallett Advisors since 2017 and previously worked at H&R Block and Redlion Hotels. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, with ongoing monitoring and periodic rebalancing.

Julie Scott is a financial advisor at Martel Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Kms Financial Services, Inc. for 20 years before joining Martel Wealth Advisors. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations by providing wealth management, comprehensive wealth planning, and pension consulting services. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives, and manages approximately $1.25 billion in assets.

Michael Mckenzie is a financial advisor at Calton & Associates, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 12-year tenure at Capital Financial Services, Inc. In addition to his advisory role, he has been an agent for various life insurance companies since 1981. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and employs multiple analytic approaches, combining fee-based and commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Eric Schaefermeyer is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Schaefermeyer serves as a board member of the Port Angeles Athletic Education Foundation, a nonprofit organization supporting local high school athletics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Sean Simmons is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds the Series 66 designation and previously worked at Moss Adams LLP for three years. Simmons serves as a board member and chairs the vocational committee of the Nor'Wester Rotary Club of Port Angeles, where he is a past president. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charities, and corporations. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and a private wealth program for high-net-worth clients.

Jodi Kortman is a financial advisor with D.A. Davidson & Co. based in Port Angeles, Washington. She holds a Series 66 designation and has 26 years of industry experience, including 18 years with her current firm. Kortman is also a commissioned notary public for the state of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Teddy Lewis Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. He previously worked at Continental Sales & Marketing, Inc. for ten years and was self-employed for three years. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nicholas Anderson is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 designation and has held roles at the University of Washington, Anthony's Homeport, Cascadia College, Nielsen Brothers Flooring, and Juanita High School. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Lisa Pierson is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 credential. She has 15 years of industry experience, having previously worked at Arbor Point Advisors and Securities America Advisors, Inc. In addition to her advisory role, she serves as a deacon at Sequim Community Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting across multiple program models, utilizing both proprietary and third-party platforms.

Jazmin Salgado Obeso is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and six years of experience. Prior to joining D.A. Davidson, she worked at PetStop, Haggen, and Dollar Tree. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.