Gina Pafundi is a financial advisor with LPL Financial, holding Series 63 and 65 designations and bringing 25 years of industry experience. She has worked at LPL Financial since 2012, following previous roles at Wells Fargo Clearing and Wells Fargo Investments. She also operates a DBA under the name Financial Life Dimensions. 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.

Malcolm Beard is a financial advisor with Edward Jones in Longview, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, iQ Credit Union, and operated his own advisory business, Omega Financial, for seven years. Beard is also involved with IQ Investment Services, offering investment products through LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

David Dunmire is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2018. Prior to that, he was unemployed from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by extensive research and analytics.

Joshua Smith is a financial advisor with Primerica Advisors in Longview, Washington, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors since 2001 and also works at Lower Columbia College and previously at Atlas Business & Employee Services. Outside his advisory role, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers trade execution and custody services through BNY Mellon Advisors and Pershing.

Rachelle Keith is a financial advisor with LPL Financial in Kelso, WA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. Her prior roles include positions at Red Canoe Credit Union, Cuna Mutual Group, and Cuna Brokerage Services, Inc. She is involved with the Red Canoe Financial Group in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Todd Boze is a Certified Financial Planner® (CFP®) at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed by Wave Broadband. Boze has served in the US Coast Guard Reserves since 1985 and is a director at Habitat for Humanity Kelso, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Gregory is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Edward Jones in Longview, WA, having worked previously at Fidelity Brokerage Services LLC and earlier at Edward Jones. 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 investment products, supported by a large network of financial advisors and branch offices nationwide.

Roy Gawlick is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He currently works with LPL Financial and previously spent seven years at Edward Jones. Outside of finance, he is an aikido instructor and owner of Shinju Dojo in Longview, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisor representatives and incorporates technology and diverse strategies in its advisory services.

Cade Spenker is a financial advisor with Thrivent Investment Management in Longview, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fibre Federal Credit Union and Franklin University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, and estate planning without portfolio management or discretionary trading authority.

Melissa Diaz is a financial advisor at Edward Jones with three years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience in real estate with Realty One Group Pacifica and insurance with Farmers Insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory strategies and affiliated investment products under a fiduciary standard.

Breta Grumbois is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her career includes extended tenures at Cuna Mutual Group and CUNA Brokerage Services, Inc., spanning over two decades. She is also involved with Fibre Federal Credit Union and offers investment services through the Fibre Financial Group brand. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Fuller is a financial advisor with LPL Financial in Longview, Washington, holding CFP® and ChFC® designations and possessing 25 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Invest Financial Corporation for 10 years and at Veravest Investment Advisors, Inc. for one year. He serves as secretary on the board of Fischer's Shopping Center Inc., a for-profit entity in Randle, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies on discretionary or non-discretionary bases.

Terry Grambo is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and Cetera since 2023. Outside of his advisory role, he is a partner in Mandatory LLP, a media business providing online training, and also offers notarial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services, with access to both affiliated and third-party investment managers.

Daniel Alexander Jr. is a financial advisor with Edelman Financial Engines, holding a Series 65 credential and eight years of industry experience. He has previously worked at US Bank and Stangier Wealth Management. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Helen Alexander is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and bringing 26 years of industry experience. Her prior work includes roles at Fibre Federal Credit Union, Trajan Wealth, and CUNA Brokerage Services. In addition to her advisory work, she is involved in tax preparation and accounting as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives.

Greg Weston is a financial advisor at Fidelity with 26 years of industry experience. He has held multiple roles within Fidelity since 1999, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, charitable funds, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Sarah Wallace is a financial advisor with LPL Financial in Longview, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with LPL Financial and its affiliated entities since 2013. Outside of her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Matthew Wiltse Hiatt is a financial advisor at Edward Jones in Longview, Washington, holding Series 63 and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns and manages a rental property in Star Valley Ranch, Wyoming. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

James Pafundi is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials, and has 27 years of industry experience. He has worked at LPL Financial since 2010, with prior roles at Wells Fargo Investments, UBS Financial Services, and Prudential Equity Group. Outside of his advisory duties, he is involved in fixed insurance sales including fixed annuities and life insurance products. 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, supported by a large network of advisors and various operational tools.

Nolan Brudi is a financial advisor with Edward Jones in Longview, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at American Riviera Bank and Procore Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.