Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Thomas Stapp is a CFP® professional with five years of industry experience, currently serving as an advisor at Stapp Wealth Management, PLLC since 2017. Prior to his advisory role, he spent 17 years at Baylor University. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing risk-based model strategies that combine institutional funds with technical and cyclical analysis.

Samuel Armour is a CFP® professional with eight years of industry experience, currently serving at Armour Wealth Advisors, LLC in Tumwater, WA. His career includes roles at Armour, Inc., Ragnar Wealth Management, LLC, and Armour Vickerman PLLC. Outside of advising, he owns Armour, Inc., where he provides trustee services. Armour Wealth Advisors, LLC offers comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, and business entities. The firm uses a disciplined, behaviorally-informed investment approach focused on capital preservation and risk management, incorporating client ESG preferences and maintaining cash liquidity.

Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.

Andrew Prentice is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Prentice Financial Planning, LLC since 2017. His prior roles include positions at Columbia River Advisors, LLC and Bliss Investments LLC, as well as experience as an independent insurance agent. He is also a member of PTS Holdings, LLC, which owns the building housing his firm. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households and retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocation, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Samuel Thomassen is a financial advisor at GK Capital Partners with 14 years of industry experience. He holds the Series 66 designation and has been with GK Capital Partners, LLC dba Ragnar Wealth since 2012. GK Capital Partners provides discretionary investment management to individuals, trusts, estates, and other entities, as well as advising a private pooled vehicle focused on income-oriented credit strategies. The firm combines top-down and bottom-up research to manage diversified portfolios emphasizing capital preservation and employs a distinctive dual role managing both retail model portfolios and private fund investments.

Cassidy Stevick is a Series 65 licensed financial advisor with over 10 years of industry experience. He has worked at Columbia River Advisors since 2015 and has been affiliated with Prentice Wealth Management LLC since 2017. Cassidy also has a role at St. Martin's University beginning in 2015. Columbia River Advisors manages investment portfolios and offers financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses internally developed model portfolios, supplements with third-party managers when appropriate, and manages accounts primarily on a discretionary basis.

Ao Vang is a Series 66-licensed financial advisor at Capstone Investment Group with nine years of industry experience. He previously held positions at Global Asset Management, RBC Capital Markets, and Fidelity Brokerage Services. Capstone Investment Group serves a diverse clientele including high net worth individuals, ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a blend of fundamental and technical research, incorporating artificial intelligence in its investment models while allowing advisor discretion, and offers a range of strategies and investment vehicles including ETFs, mutual funds, structured notes, and alternatives.

Krista Wallace is a CFP® professional with five years of experience in financial advising. She has worked at SoundView Advisors since 2020 and previously spent six years at Zeiders Enterprises. Outside of her advisory role, she serves as a Trustee and Finance Elder at University Place Presbyterian Church. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning. The firm emphasizes customized asset allocation and ongoing account management, with a focus on tailored portfolios and formal quarterly reviews.

Ricardo Jesus is a financial advisor at Liberty Atlantic Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Chase Buchanan Wealth Management and Private Client Consultancy. He has also worked in sports management and held academic roles at the University of Tulsa and University of Mississippi. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across diversified portfolios and maintains multiple offices with a focus on fundamental analysis and accommodating specialized investment situations.

Bryan Pettit is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cuso Financial Services. Outside of his advisory work, Pettit is active as a youth pastor and soccer coach in his community. Capstone serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm combines fundamental and technical research with artificial intelligence to implement both tactical and buy-and-hold investment strategies across a diverse range of instruments.

Robert Heck is a CFP® with 12 years of industry experience. He has worked at Kiley Juergens Wealth Management, LLC since 2013 and became a co-owner in 2021. Prior to that, he was employed at Signator Investors, Inc. and OSAIC. Heck serves on the board of the Hands On Children's Museum and is involved with the Willamette University Alumni Association advisory board. Kiley Juergens Wealth Management, LLC offers discretionary and non-discretionary investment management, financial planning, and third-party model implementation for high-net-worth individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation, manager due diligence, and employs both discretionary rebalancing and flexible cash positions, managing about $2.2 billion in assets for nearly 3,000 clients.

Jonathan Leymaster is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Northwestern Mutual, where he worked from 2006 to 2024. He volunteers with the Ronald McDonald House charitable organization. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical research with artificial intelligence tools to implement both dynamic and buy-and-hold investment strategies.

Ben Jennings is a CFP® and PFS™ with 22 years of experience in financial advising. He has been with SoundView Advisors since 2010 and holds Series 63 and Series 65 licenses. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including retirement, tax, estate, and employee stock option planning. The firm emphasizes customized asset allocation and ongoing account management, with a relatively small client roster that supports larger average account sizes.

Donna Monda is a CFP® professional with 11 years of industry experience, currently serving at Capstone Investment Group, a team firm with seven advisors. She previously worked for KG Advisors, Inc./Nancy C. Nelson & Associates for 31 years. Outside of her advisory role, Monda is involved in family-owned real estate LLCs. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical research with artificial intelligence in its investment approach, employing both dynamic and buy-and-hold strategies across a wide range of investment vehicles.

Carly Sipe is a Series 66-licensed advisor with Kiley Juergens Wealth Management, LLC, based in Olympia, WA, having three years of industry experience. She has previously worked at OSAIC Wealth, Inc, Koha Health, and Sonamation. Outside of her advisory role, Carly coaches the girls’ soccer team at Olympia High School. Kiley Juergens Wealth Management provides comprehensive investment management and financial planning services for individuals, families, trusts, retirement plans, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, managing approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

John Kiley III is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Signator Investors, Inc. Outside of financial advising, he serves as the head basketball coach at Olympia High School and is president of a nonprofit supporting Olympia basketball. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers retirement-plan fiduciary and administrative services.

Sandra Drennon is an advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Capstone since 2008, including through its prior form, McClelland Drennon Asset Management, and has worked at firms such as Private Client Services and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is a managing member of 17SEVEN, LLC, a short-term rental business. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of fundamental and technical research, including artificial intelligence tools, to implement dynamic and buy-and-hold investment strategies across a variety of instruments.

Martin Juergens is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, OSAIC Wealth, Inc, and Signator Investors, Inc. Juergens is president of the Olympia Basketball Academy, a nonprofit organization involved in coaching and working with the local school district. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers various fiduciary and administrative services.

David Cantor is a Series 65-licensed advisor at Liberty Atlantic Advisors with one year of industry experience. He previously worked at Davies & Associates LLC for eight years. Outside of his advisory role, he is a co-founder of ItalianTaxes.com, a tech-enabled platform for filing taxes in Italy, and founder of Relocate Inc., an independent marketplace for global migration. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental, long-term investment approach with diversified allocations and adapts strategies for special client situations.