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. He previously worked at Frank Russell Company for 23 years before joining LPL Financial in 2017 and Financial Advocates Investment Management in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kristen Fourtner is a financial advisor with LPL Financial in Olympia, WA, holding a Series 66 designation and with 20 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research supported by both internal and third-party sources.

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® with 22 years of industry experience and has been with Edward Jones since 2003. He serves as a trustee for multiple family and special needs trusts. Gray is also a member of the advisory board for QActual LLC, a company focused on mental health technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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 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.

Nathan Ciolek is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and two years of industry experience. He has worked at Osaic Wealth since 2024 and has a background at The Boeing Company, where he has been employed since 2009. Outside of his advisory role, he is a partner in an LLC with his spouse that holds residential rental real estate. Osaic Wealth Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, uses various asset-allocation tools, and provides access to third-party money managers and managed account solutions.

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.

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®-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.