Matthew Lazaras is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Olympia, WA. His prior experience includes roles at Bank of America and Merrill Lynch from 2015 to 2019. Outside of his advisory work, he is involved with multiple business entities related to his LPL practice and holds a position as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and technology-based solutions.

Nichollas Benton is a financial advisor with Fidelity, holding a Series 66 credential and four years of industry experience. He has worked previously at Merrill, Bank of America, and several other financial institutions. Outside of advisory work, he coaches soccer players as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Sydney Cameron is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial in 2023, Sydney has been involved with McSwain Financial Services and has held various roles including assistant high school tennis coach for the Chehalis School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and a variety of investment strategies.

Paul Nelson is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Cetera and previously worked at LPL Financial for 10 years. Nelson is also involved with Weststar Prosperity Partners, providing financial planning and investing services, and holds an insurance agent role specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with programs that include model portfolios, third-party managers, and various discretionary authorities.

Adam Wojtanowicz is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Metro Parks Tacoma from 2012 to 2019. Outside of his advisory role, he donates plasma in Tacoma, 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 provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Robert Alspaugh is a financial advisor with Thrivent Investment Management based in Olympia, WA. He holds a Series 66 designation and has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Michael Simmerman is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked in various roles including accounting and positions at the United States Census Bureau prior to joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Corey Sacken is a financial advisor with RBC Capital Markets in Tacoma, WA, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at D.A. Davidson & Co., Morgan Stanley, First Command Financial Planning, and Fidelity Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Joseph Crest is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent 20 years at ARC Document Solutions. He holds the Series 66 designation. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Drew Jordan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory work, he owns Drew Jordan Holdings, LLC, through which he manages rental property. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers a range of products through its broad banking and broker-dealer network.

Earl Hartley is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2012, as well as Sound Reliance Inc from 1991 to 2025. Outside of his advisory work, he is a Taekwondo instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary portfolio management, and access to third-party money managers.

Chaney Darlington is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial since 2009. Outside of his advisory role, he is associated with The Commerce Co. in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Hoffert is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Cetera since 2014 and also maintains long-term roles with Twin County Credit Union and St Martins College. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform and supports a variety of program structures and custodial relationships.

Sue Bowman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2003. Outside of her advisory role, she is involved in sales of non-investment home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and uses model-delivery strategies managed by unaffiliated asset managers.

Jeremy Baker is a financial advisor with Ameriprise in Tacoma, WA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Ameriprise, his background includes roles in education at Bonney Lake High School and Mountain View Middle School, as well as positions at Grand Canyon University and Costco. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports primarily for clients approaching or in retirement.

Justin Becker is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Northwest Farm Credit Services and Abston Henricksen Land and Timber Company. He serves as the South Sound Chapter President of the Washington Farm Forestry Association, where he organizes events and recruits new members. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Jeffrey Geuin is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Sanofi Pharmaceuticals for 18 years. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Keith Beasinger is a financial advisor with Edward Jones in Lakewood, WA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He previously worked for LPL Financial for seven years before joining Edward Jones in 2019. Outside of his advisory role, Beasinger is involved in youth and high school soccer coaching in the Tacoma area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and affiliated mutual funds.

James Holroyd is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2024. He previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, Holroyd is active as an independent insurance agent and also operates under a DBA for retirement planning. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services. The firm offers tailored strategies through various custody platforms and emphasizes both proprietary and third-party investment models.

Shelly Goolsby is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2019, following a 12-year tenure at Merrill. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.