Brian Hood is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, Personal Capital Advisors Corporation, Empower Advisory Group, and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios with long-term orientation and both discretionary and non-discretionary advisory options.

Harriet Heyda is a financial advisor with Ameriprise in Steilacoom, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, using a combination of research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional firm.

Seongbae Kim is a financial advisor with Cetera who holds a Series 66 designation and has 14 years of industry experience. His prior work includes roles at Edward Jones, LPL Financial, and Summit Financial Group. Outside of his advisory role, he serves as a church elder at Sunset Bible Church and is chair of the board at Sound Christian Academy. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving a range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through multiple program structures and investment options.

Stefanie Dantinne is a financial advisor with Edward Jones, holding a Series 66 designation and 9 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Felix Peguero Reyes is a financial advisor with Raymond James Financial Services Advisors, Inc. and Asiron Wealth Group. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 18 years at Edward Jones. He serves as CEO of Asiron Wealth Group and participates on the finance and investment committee of The Remnant.US church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling.

Todd Shobert is a financial advisor with LPL Financial in Olympia, WA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2012 and previously with Cetera Wealth Services. In addition to his advisory role, he is involved with WSECU Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Terry Cleman is a financial advisor with LPL Financial in Olympia, WA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His career includes previous roles at Financial Advocates Investment Management, Ameriprise, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Derwin Du Mont III is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones for 12 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, integrating proprietary research models, third-party subadvisors, and various platform services.

James Mcintosh is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bank National Association before joining J.P. Morgan and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Leah Waterworth is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Empower Retirement and Merrill Lynch Pierce Fenner & Smith. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI-driven methodologies and its formal advisory role to multiple registered investment companies.

Rk Scott Davis is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously at Lendmark Financial (formerly Springleaf) from 2014 to 2018. Davis holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual investors, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kirk Mandlin is a financial advisor with Edward Jones in Olympia, WA. He holds the Series 63 and Series 65 designations and has 34 years of industry experience, including prior roles at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley. Outside of advising, he is involved in authorship through Business Builder, LLC, which develops educational materials for financial advisors, and serves as a director for New Beginnings Church, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large national network of financial advisors and branch offices.

Loren Camp is a financial advisor with Cetera in Olympia, Washington, holding a Series 63 designation and 27 years of industry experience. He has been with Cetera and affiliated entities since 2014 and concurrently works with Twinstar Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform that supports various investment strategies and program structures.

Richard Thompson is a financial advisor with Edward Jones in Tumwater, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is a co-owner of a rental property in Olympia, WA. Edward Jones is a full-service wealth management firm serving over four million 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 supported by a nationwide network of more than 23,700 financial advisors.

Steven Gideon is a CFP®, ChFC®, and holds a Series 66 license with 26 years of industry experience. He has been with Raymond James Financial since 2009 and has prior experience at Keating Financial Advisory Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor recommendations and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Joseph Hodgins is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm operates multiple management platforms and provides access to third-party advisers and proprietary model strategies.

David Stuhlmiller is a financial advisor with Thrivent Investment Management in Olympia, WA, holding a Series 66 designation and having two years of industry experience. His work history includes roles at Thrivent Financial and Washington Farm Bureau. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm’s planning services can be combined with managed-account programs under a consolidated billing option called “WealthPlan.”

Rachael Megazzini is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jill Tokarczyk is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 63 designation and bringing 43 years of industry experience. Her career includes roles at Citigroup Global Markets from 1991 to 2009 and at Morgan Stanley Smith Barney since 2009. She is also involved in property management activities through several business entities. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Trenton Rohm is a financial advisor at Morgan Stanley in Olympia, WA, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked in the hospitality sector, including roles at El Gaucho in Tacoma and The Ram Restaurant and Brewery. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and includes services such as estate planning and corporate financial planning agreements.