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.

Holli Howatson is a financial advisor at Woodland Wealth Advisors with 19 years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2023. Prior to that, she was retired and spent a year affiliated with The Olympia Yacht Club. Woodland Wealth Advisors is a registered investment adviser that provides discretionary portfolio management primarily to individual clients. The firm employs an income-oriented investment approach that combines long-term stock and ETF holdings with covered-call and related options strategies to generate premium income while seeking capital preservation.

Frank Gallo is a CFP® with 34 years of experience in financial services, currently affiliated with Investors Portfolio Services LLC. He has held positions at multiple firms, including Fortune Financial Services, United Planners Financial Services, and FMT Solutions. Outside of advisory work, he acts as trustee of the Joan M Gallo Trust and prepares federal tax returns. Investors Portfolio Services LLC provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charities, and qualified retirement plans. The firm integrates portfolio construction based on Investment Policy Statements with technology-driven implementation and offers tax preparation, estate planning, and educational seminars.

Thomas Bowman is a CFP® and CFA® with 10 years of experience in the financial services industry. He is currently affiliated with Investors Portfolio Services LLC and has held roles at TJB Advisory LLC and Fortune Financial Services, Inc. Bowman serves as treasurer for the Kiwanis Club of Puyallup Foundation, a nonprofit organization. Investors Portfolio Services LLC provides discretionary and non-discretionary investment supervisory services to individuals, high-net-worth clients, trusts, charities, and qualified retirement plans. The firm also offers financial planning, tax preparation, and educational seminars, utilizing a range of technology platforms and strategies including direct indexing and potential derivatives use in separately managed accounts.

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.

Noah Fenz is a financial advisor at Investors Portfolio Services LLC with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Investors Portfolio Services in 2025, he worked at Russell Investments Implementation Services, LLC for three years and held several positions at Concourse Financial Group Advisors and Securities Inc. from 2021. Investors Portfolio Services LLC serves individual clients, trusts, charities, and retirement plans by providing discretionary and non-discretionary asset management, ERISA plan fiduciary services, financial planning, and tax preparation. The firm constructs tailored portfolios, employs model portfolios and sub-advisors when appropriate, and offers public educational seminars and in-house tax return preparation.

Christopher Kimball is a CFP® professional with 33 years of industry experience. He has worked at Fortitude Advisory Group L.L.C. since 2022 and previously spent 12 years with Money Concepts Capital Corp. Outside of finance, he has been a musician playing drums in various bands since 1973 and serves as president of the board of directors for Network Tacoma. He also teaches and coaches at Tacoma Covenant Bible Seminary and produces educational content on YouTube. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of financial advisors offering portfolio management and third-party money manager selection, with a multi-office structure and several affiliated entities.

Jon Murdock is a financial advisor with Navy Federal Investment Services, LLC and holds the Series 66 designation. He has 11 years of industry experience, including seven years at Edward Jones and one year at Hohimer Wealth Management prior to joining Navy Federal. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach centers on managed advisory programs that utilize third-party portfolio managers and incorporates layered solutions such as unified managed accounts and tax or impact overlays.

Brandon Bules is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and two years of industry experience. He has a background that includes service in the United States Army from 1992 to 2018 and management roles in both the investment and farming sectors. His other business activities include farming operations through Bules Farms, LLC, and estate planning consultation with Integrated Trust Systems. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and utilizes various investment strategies alongside third-party platforms.

Belle Crause is a financial advisor with Integrity Advisory Solutions in Puyallup, WA, holding a Series 65 credential and three years of industry experience. Prior to joining Integrity Advisory Solutions, she worked at Burlington Alliance Capital Management and operated as an independent agent. She is co-owner of an insurance agency providing life, health, and annuity products, and also serves as an estate planning advisor. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using various asset allocation frameworks and third-party platforms.

Christina Bates is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services in various roles since 2011, including prior experience at KeyBank. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm employs a multi-provider model for discretionary and non-discretionary investment management and integrates services from KeyCorp affiliates for investment banking and municipal advisory support.

Julie Barron is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at PlanMember since 2021 and previously spent 12 years with GWN Securities Inc. Barron has also operated her own investment and insurance services businesses since 2007. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Michael Weinand is a CFP® professional with 33 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Weinand Financial, Inc., LPL Financial, LLC, and Kms Financial Services, Inc. Outside of financial advising, he is a commissioned notary. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

Marlee Lawson is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and beginning her career in 2025. Prior to joining PlanMember, she worked at Batik Financial and Amazon, and has experience in educational roles at Pacific Lutheran University and Capital High School. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers a top-down strategic asset allocation approach with risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling services.

Martha Brown is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Planmember Securities since 2014 and operates a pharmacy discount program through Integrity RX/Dollarwise RX.com. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Alexander Norkus is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with firms including Advised Assets Group, LLC, GWFS Equities, Inc., and T. Rowe Price. His background also includes roles outside of financial services, such as time with the US Army National Guard and Clemson University. He is currently with Empower Advisory Group, which provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within Empower’s recordkeeping and administrative platforms.

David Close is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Barron Financial Services and various positions outside the financial industry, such as at Skytale Digital, Enzian Inn, and Eagle Creek Winery. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through diversified asset allocation portfolios. The firm’s investment process follows a strategic top-down approach with unitized, risk-based mutual fund portfolios and emphasizes education and support services for plan sponsors and participants.

Gregory Hammontree is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Key Investment Services LLC since 2005, including a prior firm affiliation with KeyBanc Capital Markets Inc. He also serves as a youth and adult soccer referee in the Pierce and Kitsap County areas. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider platform integrating third-party and internal strategist portfolios with both discretionary and non-discretionary investment options.

Mario Oliver is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked at Leidos Inc and served in the US Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs built from mutual funds, ETFs, and third-party managed accounts, utilizing a centralized Investment Management Team to design and monitor portfolios.

Rommel Garcia is a financial advisor at Key Investment Services LLC in Lacey, WA, holding Series 66 and Series 63 credentials with three years of industry experience. His prior work includes roles at KeyBank and educational institutions such as Washington State University and Pierce College. Outside of his advisory work, he also works as a delivery driver for Uber. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model combining discretionary implementation and third-party portfolio management.