Nathaniel Taylor is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at DevNW and operating his own self-employed business. He previously worked in the food service industry at Ritta's Burritos. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Brian Cockrell is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Outside of his financial advisory work, Mr. Cockrell is involved in the arts as a guitarist and vocalist in the Strike 9 Band. Morgan Stanley Wealth Management offers a wide range of advisory services to individual and institutional clients, providing tailored financial planning and investment programs supported by firm-approved methodologies and a large global investment resource.

Kevin Benjamin is a financial advisor at Edward Jones based in Olympia, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Summit Surgical Inc. for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,000 financial advisors.

Corrina Phillips is a financial advisor at Stifel with 28 years of industry experience. She has held her current position at Stifel since 2012 and holds Series 63 and Series 65 designations. Phillips serves on the Board of Directors for the Olympia Rotary, focusing on fellowship and public relations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Kevin Jones is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2020. He has six years of industry experience and previously held roles with the Oregon Golf Association and the Washington State Golf Association. Outside of his advisory work, Jones serves as an administrator and power of attorney for his parents' estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to tailor investment solutions based on clients’ risk tolerance and personal information.

Nathan Ciolek is a Series 66-licensed financial advisor at OSAIC with two years of industry experience. Prior to joining OSAIC Wealth Inc, he worked at The Boeing Company for 17 years. Outside of his advisory role, he is a managing partner in an LLC with his spouse that holds residential rental properties. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach featuring portfolio optimization and risk assessment tools, offering both advisory and brokerage services through a multi-advisor platform.

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 with LPL Financial in Tumwater, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at O Bee Credit Union and LPL Financial since 2001. His other business activities include serving as an investment-related representative at O Bee Credit Union and acting as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Sangly Men is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and JPMorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized, non-discretionary asset allocation advice and manager selection.

Monty Harmon is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 credentials and nine years of industry experience. Prior to his current role, he provided regulatory consulting in licensing and compliance for gambling and liquor licensees through Harmon Consulting Inc. Harmon serves as a director on the Board of Pensions and Benefits for the Evangelical Covenant Church and leads the Men's Ministry at Grace Covenant Community Church in Olympia, WA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account services under a consolidated billing option while maintaining these services separately.

William Moody is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Moody currently also works with the City of Sumner, WA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

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® professional with 27 years of experience in financial advising, currently with Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Morgan Stanley and Cetera. Based in Lacey, WA, he is also associated with Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary advisory services and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Daniel Young is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at 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 that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 credentials and bringing 43 years of industry experience. He has worked with the Washington State Employee Credit Union since 2009 and has held roles within WSECU Investment Management and WSECU Insurance Services. 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 through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 previously spent 10 years at Wamu Investments, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, offering a broad range of derivatives and commodities 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.