Kurt Anderson is a financial advisor with D.A. Davidson & Co. in Port Angeles, WA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 18 years with his current firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Rachel Scott is a financial advisor with Centaurus Financial, Inc. in Sequim, WA, holding a Series 66 license and 18 years of industry experience. She has been with Centaurus Financial since 2008 and also serves as President of V.S. Associates, Inc., where she manages marketing and accounting functions for seminars. Additionally, she owns VSA Accounting Services, providing tax preparation and bookkeeping primarily for individuals, small businesses, and estates. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment approaches, including discretionary and non-discretionary portfolio management, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Mark Lorentzen is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank NA in previous roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment selection supported by advisory recommendations and ongoing monitoring, operating within the KeyCorp group and maintaining regulatory oversight and due diligence processes.

Cyndi Kim is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for the Department of Defense for eleven 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, supported by a large network of financial advisors and branch offices nationwide.

Theresa Alcayaga is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Edward Jones since 2016. 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.

Daniel Abbott is a CFP® professional with 35 years of industry experience, currently serving at Edward Jones since 2017. Prior to this, he worked at Morgan Stanley Smith Barney for nine years. Outside of his advisory role, he is president of George Washington Inn LLC, a bed and breakfast and lavender farm in Port Angeles, WA, and serves as chairman of the board for the George Washington Society in Sequim, which hosts the Northwest Colonial Festival and other educational events. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Heather Haasl is a financial advisor at Edward Jones with a Series 66 designation. She has one year of industry experience, including prior work with Heather Haasl PLLC and roles in behavioral health and municipal services. Heather’s background includes positions at the Center For Solace, Frontier Behavioral Health, and the City of Cheney. Edward Jones is a full-service wealth management firm serving individual and institutional clients with assets under management totaling approximately $1.01 trillion. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and maintains a large network of financial advisors and branch offices nationwide.

Paul Dillman is a financial advisor at Cetera with 23 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Cetera in 2025, he spent 16 years with Avantax Investment Services and has also operated P&L Financial Services Inc. and P&L Accounting & Tax Service, providing accounting and tax preparation services. Dillman serves as treasurer for Helping Neighbors Worldwide Ministries. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Derek Dion Lee is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Guardian Life. Lee is also involved in tax preparation and accounting through Michael Carpenter CPA & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of strategies and supported by advanced operational and research tools.

Travis Berglund is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at LPL Financial since 2008, with additional tenure at Essex National Securities and Financial Advocates Investment Management. Berglund is also associated with Sherpa Guided Wealth, a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tylar Bauer is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 credentials and has four years of industry experience. He has been with J.P. Morgan Securities since 2021 and has also worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nathan Richardson Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2020 and previously was with E.K. Riley Investments, LLC and First Allied Securities, Inc. He also operates the Law Office of Greg Richardson, where he has been active for over two decades. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third‑party asset management access, participant-level retirement advice, and institutional platforms, with a comprehensive approach supported by technology and oversight of substantial discretionary assets.

Julie Wakefield is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, and previously was with Payant Wealth Management Group and Sagepoint Financial, Inc. from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tanner Keehn is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. He has worked with multiple firms, including Sagepoint Financial, Strait Financial Advice, and OSAIC. Outside of advisory activities, he is the founder of So Free Foods, Inc., where he leads product development efforts. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an investment approach that includes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment vehicles.

Samuel Christensen is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Cetera and State Bank of Southern Utah Financial Services. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Max Riddick is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Edward Jones, he worked at Trupanion and Banfield Pet Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large national network of advisors and branch offices.

Katie Maeder is a financial advisor at Edward Jones in Port Angeles, WA, with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Farmer Financial Solutions, Farmers Insurance, Farmers New World Life, Olympic Medical Physicians, and Bliss Salon Company. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Kristopher Henrikson is a financial advisor with Edward Jones in Sequim, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Henrikson is involved in coaching basketball for middle and elementary school students and serves on the board of Citizens for Sequim Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and is notable for its large network of advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Jason Berglund is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management, Pacific Lifestyle Homes, Pacific Bells, and Sierra Pacific Industries. Outside of his advisory role, he is involved in tax preparation and accounting services through JB Financial Services, LLC. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Carrie Lyon is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory role, she is president of Carrie J. Lyon CPA PS, a tax preparation and accounting business she has managed since 1998. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs.