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.

Thomas Mclean Jr. is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Advitica Financial Planning LLC. He has worked at Advitica since 2018, following prior roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC offers fee-only investment management and financial planning services to individuals, families, and personal representatives. The firm employs an evidence-based investment approach focused on diversified portfolios using no-load mutual funds and ETFs, emphasizing asset allocation, tax-sensitive strategies, and investor education through seminars and workshops.

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.

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 May is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Stifel Independent Advisors for four years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance, and M&A advisory, utilizing both proprietary strategies and third-party models.

Brett Boyer is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior roles include positions at Commonwealth Financial Network, Weinand Financial, and Edward Jones. He is also involved in fixed insurance sales alongside his advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, supporting a variety of investment platforms and serving some of the largest institutional investors.

Trina Whitten is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit advocating for children in the foster system. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services combining proprietary strategies and third-party models, with in-house equity and fixed income portfolios supported by quantitative and fundamental research.

Ryan Sundberg is a financial advisor with Key Investment Services LLC, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and Heritage Bank. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers wrap-fee programs supported by affiliated KeyCorp entities.

Michelle Lasko is a financial advisor with Kestra Advisory holding a Series 66 designation and three years of industry experience. She previously worked at Pillar Financial Group and Commonwealth Financial Network. Outside of her advisory role, she serves as a bookkeeper for a local community owners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and various managed solutions, serving a wide range of clients including large institutional investors.

Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She previously worked at Wells Fargo Advisors, LPL Financial, and Stifel Independent Advisors. In addition to her advisory role, she owns Columbia Crest Financial Advisors, a financial advising firm in Chehalis, WA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Derik Bean is a Series 66-licensed advisor with Empower Advisory Group, based in Tumwater, WA. He joined Empower in 2026 and has prior experience working at the Washington Secretary of State's Office and the Washington Department of Financial Institutions. Bean also spent several years in full-time education and held a position at Washington State Employees Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates in its financial planning approach and manages a large participant base relative to its adviser headcount.

Silas Newkirk is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2026. Prior to that, he held roles at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory work, Newkirk teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm offers a range of investment management, financial planning, retirement consulting, and advisory services, employing proprietary and third-party strategies alongside in-house quantitative equity and fixed income portfolios.

Donald Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he also serves in a supervisory capacity. Outside of his advisory work, Wilson is active with Rotary International as a local board vice president, participates as an elected board member of the Lewis County Tennis Association, and performs as a musician at various community events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party managers across various program structures and custodial relationships.

Devin Sume is a financial advisor with Equitable Advisors in Chehalis, WA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor AXA Advisors, LLC, from 2016 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house and third-party advisory solutions.

Pamela Ferris is a financial advisor with Edward Jones in Yelm, Washington, holding a Series 66 designation and seven years of industry experience. She previously worked at State Farm Insurance from 2006 to 2018. Pamela has no active responsibilities with State Farm while serving in her current role. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies supported by a nationwide network of over 23,000 financial advisors.

Kashif Khan is a financial advisor with Raymond James & Associates in Chehalis, Washington, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked at I-5 Toyota. Khan serves as a board director for the Visiting Nurses Foundation, where he assists with fundraising for local home health and hospice care. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Whitney Kershner is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Susan Keltner is a financial advisor with Raymond James Financial in Tumwater, WA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management and Keating. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, corporations, and institutional clients. The firm offers non-discretionary advisory services tailored to client goals, employing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Hallett is a financial advisor with Edward Jones in Tenino, Washington, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves in leadership positions with the Northwest Lions Foundation for Sight & Hearing and the Tenino Lions Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large nationwide advisor and branch network.

Catherine Cleveland is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked at firms including FIRST Allied Securities and Olympia CPA. Outside of her advisory role, she serves as chairman of the Twin Cities Rotary nonprofit and is a partner in Mauve Gaming. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.