Trina Whitten is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit advocating for children in the foster system. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services combining proprietary strategies and third-party models, with in-house equity and fixed income portfolios supported by quantitative and fundamental research.

Jeremy Williamson is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at Navigate Financial, Fulcrum Capital, Apella Capital, and Edward Jones. Before his career in finance, he spent several years working in the coffee roasting industry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services, with investment options ranging from mutual funds and ETFs to personalized indexing and tax-aware strategies.

Ryan Sundberg is a financial advisor with Key Investment Services LLC, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and Heritage Bank. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers wrap-fee programs supported by affiliated KeyCorp entities.

Michelle Lasko is a financial advisor with Kestra Advisory holding a Series 66 designation and three years of industry experience. She previously worked at Pillar Financial Group and Commonwealth Financial Network. Outside of her advisory role, she serves as a bookkeeper for a local community owners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and various managed solutions, serving a wide range of clients including large institutional investors.

Nancy Lapointe is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Navigate Financial Inc., MSI Financial Services, Inc., and PRUCO Securities, LLC. Outside of her advisory role, she is president of Empowered Women Productions, which organizes the "Day of Empowerment" seminar, and leads Reset Build Invest Productions, a financial education initiative. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement portfolios using internally managed models or external platforms.

Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She previously worked at Wells Fargo Advisors, LPL Financial, and Stifel Independent Advisors. In addition to her advisory role, she owns Columbia Crest Financial Advisors, a financial advising firm in Chehalis, WA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Jacob Baker is a financial advisor with PlanMember Securities Corporation in Lacey, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining PlanMember, he worked at Ascent Financial and has experience in various other roles including delivery and retail. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Derik Bean is a Series 66-licensed advisor with Empower Advisory Group, based in Tumwater, WA. He joined Empower in 2026 and has prior experience working at the Washington Secretary of State's Office and the Washington Department of Financial Institutions. Bean also spent several years in full-time education and held a position at Washington State Employees Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates in its financial planning approach and manages a large participant base relative to its adviser headcount.

Silas Newkirk is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2026. Prior to that, he held roles at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory work, Newkirk teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm offers a range of investment management, financial planning, retirement consulting, and advisory services, employing proprietary and third-party strategies alongside in-house quantitative equity and fixed income portfolios.

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.

Whitney Kershner is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2009. 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 under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Susan Keltner is a financial advisor with Raymond James Financial in Tumwater, WA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management and Keating. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, corporations, and institutional clients. The firm offers non-discretionary advisory services tailored to client goals, employing risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Hallett is a financial advisor with Edward Jones in Tenino, Washington, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves in leadership positions with the Northwest Lions Foundation for Sight & Hearing and the Tenino Lions Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large nationwide advisor and branch network.

Catherine Cleveland is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked at firms including FIRST Allied Securities and Olympia CPA. Outside of her advisory role, she serves as chairman of the Twin Cities Rotary nonprofit and is a partner in Mauve Gaming. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paola Robles is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has previously worked at Triad Financial Services, Inc. and in other roles outside the financial sector. Additionally, she serves as a notary in Tacoma, Washington. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Cindi Whiting is a Series 66 licensed financial advisor with Edward Jones in Rochester, WA, where she has worked since 2009. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

John Baker is a financial advisor with LPL Financial in Lacey, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2003 and previously spent two years at Woodbury Financial Services. Outside of advisory work, he is involved in the outside sales of non-variable insurance. 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 advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive financial service offerings.

Alissa Wood is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, she was the owner and stylist at Alissa Marie / Raw Beauty for eleven years. Outside of her advisory role, she continues to operate her hairstyling business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Amanda Singleton is a financial advisor at Edward Jones with a Series 66 designation. She joined Edward Jones in 2026 and has prior work experience at Mashell Telecom spanning 27 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Brett Thompson is a financial advisor with Edward Jones in Tumwater, WA, holding a Series 66 designation. He has been with Edward Jones since 2024. Outside of his advisory role, he has experience leading outdoor trips and maintaining rental gear for an equipment rental company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branches.