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.

Sarah Manley is a financial advisor at Primerica Advisors in Tacoma, WA, with 28 years of industry experience. She has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of her advisory role, Manley is involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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.

Anthony Raugust is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2009. He is also involved with The Commerce Co. in a support capacity. 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 investors, using analytical tools and tailored advisory programs.

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.

Heidi Smith is a financial advisor with Ameriprise in Lakewood, WA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Treasurer on the board of the Harrison Preparatory School Parent Teacher Organization. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients maintaining accounts within Ameriprise.

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.

Brandon Arenas is a financial advisor with Edward Jones in Lakewood, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comcast for 16 years. He is a board member of Waller Road Home Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

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.

Megan Kupratty is a financial advisor with LPL Financial based in Lakewood, WA. She holds a Series 66 designation and has eight years of industry experience, including prior roles at First Command Insurance Services and Harborstone Credit Union. 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, and institutional platforms.

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.

Christopher Mc Nabb is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he served five years in the US Army. Outside of his advisory role, he is involved as a ski coach with the Crystal Mountain Alpine Club in Bellevue, WA. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Randall Maag is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes positions at Woodbury Financial Services and Bankers Life, as well as managing his own RCM Wealth Management practice since 2020. Outside of finance, he is involved with Pet Town Inc, a retail pet supply business operated by his family. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is known for its large scale, recent consolidation activities, and a complex affiliate network that includes broker-dealer, asset management, and trust services.