Kevin Jones is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and previously worked with the Oregon Golf Association and Washington State Golf Association. Outside of his advisory role, he serves as an administrator and power of attorney for his parents' estate. Equitable Advisors serves a diverse client base, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a combination of advisory and brokerage solutions, heavily utilizing LPL-sponsored programs and endorsed third-party managers.

Weston Weller Sr. is a CFP®-certified financial advisor with Edward Jones in Olympia, WA, where he has worked since 2003, accumulating 23 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has ownership in a rental business in Kissimmee, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Barton Dalton is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. He has worked with Edward D. Jones & Co., L.P. since 1990. Outside of his advisory role, Dalton serves as a commissioner for the West Pierce Fire District in University Place, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

David Littleton is a financial advisor at LPL Financial with 28 years of industry experience. He has held roles at O Bee Credit Union since 2001 alongside his work with LPL Financial. His credentials include the Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services featuring discretionary and non-discretionary management, as well as access to model portfolios and research from various sources.

Sangly Men is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of America for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Monty Harmon is a financial advisor with Thrivent Investment Management in Olympia, WA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. Prior to his current role, he was president of Harmon Consulting Inc., providing regulatory consulting services related to licensing and compliance for gambling and liquor licensees. He serves as a director on the Board of Pensions and Benefits for the Evangelical Covenant Church representing the Pacific Northwest region and leads the Men's Ministry at Grace Covenant Community Church, organizing community events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various financial topics and integrates planning with managed-account programs under consolidated billing, while maintaining separation between planning and portfolio management services.

Jordan Dowers is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Keating & Associates prior to his current role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

William Stikker is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993, concurrently serving with Bank of America since 2011. Outside of advising, he is involved in an agricultural family partnership. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Kurt Chase is a CFP®-credentialed financial advisor with over 26 years of industry experience. He is currently with Raymond James Financial in Lacey, WA, having previously worked at Cetera and Columbia State Bank. Outside of his advisory role, he is involved as an associate at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Daniel Young is a CFP® with 12 years of industry experience and has been with Edward Jones since 2015. He holds Series 66 and Series 63 licenses and is based in Olympia, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Mackenzie Embrey is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2018, Embrey worked at Firstbank and held positions at the University of Northern Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cameron Daniels is a financial advisor at Edward Jones in Lacey, WA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sidney Schroader is a financial advisor with LPL Financial based in Olympia, WA, holding Series 63 and Series 65 registrations. He has 43 years of industry experience and has worked with WSECU Investment Management and Washington State Employee Credit Union since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Dean Evans is a financial advisor with J.P. Morgan Securities in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with Wamu Investments, Inc. since 1999. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Alan Farrar is a financial advisor with Edward Jones in Tumwater, WA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Farrar serves on the Wood County Healthcare Foundation board, where he helps advise and direct investment decisions, and he has a background in timber and wood sales, as well as involvement in a beef cattle operation and dog breeding. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of about 23,700 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Zelenak is a financial advisor with Ameriprise in Olympia, WA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as President on the Board of Directors for the Somerset Hill Homeowners' Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Doughty is a financial advisor at Stifel with 27 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ted Schwarz is a financial advisor with Ameriprise in Chehalis, WA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on an Elder Board as a member of the Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Shayne Dresbach is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Harborstone Credit Union and Twinstar Credit Union. His background also includes roles outside finance, such as work in landscaping and food service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Sari Keim is a financial advisor with Thrivent Investment Management in Olympia, WA, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. She has been with Thrivent Financial since 2016 and has worked at Thrivent Investment Management, Inc. since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial analyses without discretionary trading authority. The firm’s services include comprehensive planning on topics such as retirement, income tax, estate, and special needs planning, with options to combine planning with managed-account programs under consolidated billing.