Keith Lockwood is a financial advisor with Morgan Stanley in Olympia, WA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Capital One Sharebuilder, Inc. and the Washington State Investment Board. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and models outcomes using proprietary estimates and simulations, managing approximately $2.74 trillion in client assets.

John Chitaley is a CFP® professional with 17 years of experience currently affiliated with Cetera. He has a background spanning various roles since 2010, including ownership of Commencement Bay CPA PLLC, where he provides CPA services, business valuation, consulting, and tax planning. Chitaley also teaches courses in accounting, federal taxation, and finance at community colleges and professional societies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary programs and approximately $256 billion in assets under management.

Gunter Roylance is a financial advisor with LPL Financial based in Tumwater, WA. He holds Series 63 and Series 65 credentials and has worked in the financial services industry since 2022, including previous roles at World Equity Group, Inc. and The Leaders Group Inc. Roylance has also held various positions at Montana State University and other organizations outside finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

Diana Sanchez is a Series 66 licensed financial advisor with Edward Jones, based in Lacey, WA. She has one year of experience with the firm, having recently transitioned to her current role after ten years of prior work within Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Garrett Balduff is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he was involved with Forbidden Farms LLC for nine years. He serves on the executive board of the American Legion Post 3 in Olympia, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wendy Keefe is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley since 2013, with a brief tenure at LPL Financial in 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market simulations.

Michael Grosso is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was involved with Harmony Farms LLC and Saint Martin's University. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Walter Harrison is a CFP® professional with 44 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2021, with prior experience at VOYA Financial Advisors from 2014 to 2021. Outside of advisory work, he operates a photography and videography business specializing in weddings and special occasions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both discretionary and non-discretionary program options.

Sharla Cameron is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has been with LPL Financial since 2005 and worked at Financial Advocates Investment Management from 2014 to 2025. Outside her advisory role, she owns Art in the Attic, LLC, a business focused on selling art. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Geneva Foster is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2019. Outside of her advisory role, she operates Geneva Foster Consulting LLC, a non-investment business entity based in Tumwater, WA. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Cara Mac Millan is a Series 66-licensed financial advisor with Edward Jones in Olympia, WA, where she has worked since 2017. She has nine years of industry experience and previously worked for the Olympia School District for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Rutherford is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Olympia, WA. He has 18 years of industry experience, including roles at Edward Jones and Chase Investment Services Corp. before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program delivers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporates a range of investment strategies including ESG considerations.

Robert Hoffman is a financial advisor with LPL Financial based in Olympia, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2009 and has also held roles at Washington State Employees Credit Union since 2006, D.A. Davidson & Co., and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and participant-level retirement advice to individuals, institutions, and retirement plans. The firm supports its large network of advisors with research tools and diverse platforms while overseeing significant discretionary assets.

Matthew Mc Lellan is a financial advisor with Edward Jones in Roy, Washington, holding a Series 66 designation and totaling 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Tristan Coudriet is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Matthew Mcdowell is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning using structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Kerry Prichard is a financial advisor with LPL Financial in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. His career includes 23 years at Frank Russell Company and five years at Financial Advocates Investment Management. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by various investment tools and platforms.

Kristen Fourtner is a financial advisor at LPL Financial in Olympia, WA, holding a Series 66 designation with 21 years of industry experience. She has worked at LPL Financial since 2008, previously with First Montauk Securities Corp. and Morgan Stanley DW Inc. Fourtner also operates a business called Financial Advocates. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Daniel Gibbon is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served in the US Marine Corps for twelve years. Outside of advising, he owns commercial real estate with minimal active involvement. 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 and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Richard Gray is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He is based in Tacoma, WA, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Gray participates as an advisory board member for QActual LLC, a technology firm focused on mental health assistance apps, and serves as trustee for multiple family and special needs trusts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.