Rommel Garcia is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 credentials and two years of industry experience. His career includes roles at KeyBank and educational positions at Washington State University and Pierce College. Outside of finance, he works as a delivery driver. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining oversight through a due diligence committee.

Jacob Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. Before joining Wealth Enhancement, he worked at Alter Domus and held various roles at Anderson University and Sky Zone. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, utilizing a diversified investment approach that blends passive and active strategies and includes oversight by an internal Investment Committee.

Steve Sarwono is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding CFP® and Series 66 designations with 15 years of industry experience. He has held roles at multiple firms, including Northwest Advisor Group LLC and Batik Financial, where he is proprietor. Outside of advisory work, he is a board member and secretary for a local homeowners association and operates an online retail business selling consumer electronics and video games. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Aaron Fields is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has 14 years of industry experience, including prior roles at IFS Financial Services, Touchstone Securities, Citadel Film Group, and GWFS Equities Inc./Great West Life & Annuity Insurance Co. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Gary Pollock is a CFP® with 34 years of industry experience, currently serving at SPC. He has worked at Parkland Securities, LLC since 2014 and has been with Sigma Planning Corp. since 2002, alongside a long tenure at Midland National Life Insurance starting in 1985. Outside of his advisory roles, he served as president of BEST Dollars for Scholars, a nonprofit providing scholarships to local high school seniors. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a service model that includes discretionary management, co-advisor arrangements, and formal succession protocols.

Matthew Sinclair is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2016. Sinclair also manages Barron Financial Services as Branch Manager and is the owner of Sinclair Real Estate LLC, a short-term rental business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Jessica Crandall is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Weinand Financial, Inc. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active managers, supported by quantitative, momentum, and fundamental analysis.

Krista Galanin is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She has held her current role since 2010 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is a business partner in SNW Construction LLC with her husband. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and conducting regular due diligence.

Joseph Murray is a financial advisor with Planmember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Planmember and Northwest Advisor Group LLC since 2013. Outside of his advisory work, he operates a business distributing metal buildings and functions as an independent insurance agent. Planmember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on strategic asset allocation and manages risk-based mutual fund portfolios with a process that includes economic analysis, portfolio development, and periodic rebalancing.

Pamela Ferris is a financial advisor with Edward Jones in Yelm, Washington, holding a Series 66 designation and seven years of industry experience. She previously worked at State Farm Insurance from 2006 to 2018. Pamela has no active responsibilities with State Farm while serving in her current role. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies supported by a nationwide network of over 23,000 financial advisors.

Bryce Porter is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked in various roles including at Saint Martins University and Fred Meyer Grocery Store. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary investment solutions.

Michael Davis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 20 years of industry experience. He has worked at Cetera since 2019, following prior roles at Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors. Davis is also president of Davis Global Investments LLC, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program options and custodial arrangements.

Andrew Reid is a financial advisor at Edward Jones in Lacey, WA, holding the CFP®, ChFC®, and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and concurrently serves at Madigan Army Medical Center in federal service since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and strategies with approximately $1.01 trillion in assets under management. The firm operates a large nationwide network of advisors and branch offices and provides both discretionary and non-discretionary investment options under a fiduciary standard.

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.

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.

Melissa Blattler is a financial advisor with Edward Jones in Puyallup, WA. She holds a Series 66 designation and has experience in real estate, having worked for Keller Williams Realty and Skyline Properties prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Bruce Severeid is a CFP® with 43 years of experience in the financial industry, currently serving as an advisor at LPL Financial since 2009. Based in Puyallup, WA, he has also engaged in photography-related activities, including teaching and consulting, and is involved with the Proctor Art Gallery in Tacoma through part-time work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and access to model portfolios and research from multiple sources.

Christopher Woods is a CFP® professional with 11 years of industry experience, currently advising at Cetera. He has held roles at Rock Ridge Financial Services and CETERA Financial Specialists LLC since 2019. Outside of his advisory work, he serves as secretary for a business referral group, where he organizes meetings and communications. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through affiliated and third-party managers.

Patrick Olsen is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including Kingdom Advisors LLC, State & Shore Advisors, LLC, and Thrivent Investment Management Inc. He serves as a board member and finance committee member for the DuPont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual clients, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various wrap-fee advisory programs and institutional portfolio management.

Andrea Holdcroft is a financial advisor with LPL Financial in Lacey, WA, holding a Series 66 designation and six years of industry experience. Her career includes roles at Edward Jones, Fidelity Investments, Sanford C. Bernstein & Co., LLC, and Wells Fargo. Outside of her advisory work, she has been involved with the YMCA in Pierce and Kitsap counties. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced portfolio management tools.