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.

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.

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.

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.

James Swanson is a financial advisor at JRS Investments and Wealth Preservation, LLC with 23 years of industry experience. He has held his current role since 2008 and previously worked at Kaplan Financial for 20 years. He holds Series 63 and Series 65 licenses. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach and offers a broad range of investment options, typically managing accounts on a discretionary basis.

Mark Boyer is a CFP® with 18 years of industry experience and holds a Series 66 license. He has been with Kiley Juergens Wealth Management, LLC since 2014 and became a co-owner of the firm in 2021. Prior to this, he worked at Signator Investors, Inc. and OSAIC Wealth, Inc. He is also licensed to sell life insurance, annuities, long-term care, and disability insurance, although this is a minor part of his business activities. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm utilizes strategic and tactical asset allocation with discretionary rebalancing and serves a large client base relative to its team size.

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.

Kevin Slater is a CFP® and holds a Series 65 license with 21 years of industry experience. He has been with SoundView Advisors since 2007. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning services. The firm emphasizes customized asset allocation and continuous portfolio monitoring, combining passive and active investment strategies while maintaining a relatively low client-to-advisor ratio.

Alexander Ingrim is a financial advisor with Liberty Atlantic Advisors, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Blevins Franks Financial Management, Framont & Partners Management, and Beacon Global Advisor Network. He is also a licensed insurance agent involved in fixed insurance product sales and participates in real estate investment decisions through Ingrim Investments LLC. Liberty Atlantic Advisors is a team-based SEC-registered 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 uses third-party sub-advisers for specialized strategies.

Austin Boyce is a CFP® and holds a Series 65 license, currently serving as a financial advisor at SoundView Advisors since 2022. He has seven years of prior work experience at PACCAR Parts. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm offers customized asset allocation, investment selection, and ongoing account management, with portfolios tailored to client goals and risk tolerance and monitored through regular reviews.

Kevin Rigg is a CFP® with 22 years of industry experience, currently serving at SoundView Advisors since 2007. He is based in Olympia, WA, and holds a Series 65 license. SoundView Advisors serves individual and high-net-worth clients by providing discretionary portfolio management and written financial planning services. The firm emphasizes customized asset allocation and ongoing account management, combining passive screening with active manager selection, and maintains a relatively low client-to-advisor ratio with a five-person team.

Timothy Hume is a Series 66-licensed advisor with eight years of experience, currently serving at Kiley Juergens Wealth Management, LLC. He previously worked at OSAIC Wealth, Inc. and has a 30-year background at HDR Engineering, Inc. Outside of his advisory role, he is an assistant basketball coach for Olympia High School. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for a diverse client base including individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation with discretionary rebalancing and manages approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

Christen Harrison is a financial advisor at SoundView Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Commonwealth Financial Network and Navigate Financial Inc. SoundView Advisors provides discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm manages approximately $387 million across about 189 client relationships, using customized portfolios built with exchange-traded funds, mutual funds, and sub-advisors when appropriate.

Lance Altheide is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining American Independent Securities Group in 2016, he worked at Cetera Advisor Networks LLC from 2013 to 2016. He is also the founder and CEO of Olympia Investment Management and works as an insurance agent specializing in fixed life and long-term care insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary account management.

Wayne Lockwood is a CFP® with 30 years of experience in the financial industry. He has been with Zacks Investment Management, Inc. and affiliated firms since 2006. Lockwood is also a licensed insurance agent in Washington and California, though he is no longer actively soliciting insurance sales. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models, offering a wide range of strategies and serving both direct clients and third-party advisers.

Linda Jensen is a financial advisor at Simplicity Wealth with 26 years of industry experience. She holds the ChFC® designation along with Series 65, 66, and 63 licenses. Prior to joining Simplicity Wealth, she worked at Wealth Watch Advisors, Impact Partnership Wealth, and other firms. In addition to her advisory work, Jensen is an author and has been involved in insurance sales through Heart Financial Group since 1994. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory and managed account services that integrate technology and operational support for other advisers.

Emily Bloom is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial, she worked at Miro for three years, Slalom for three years, and at Gonzaga University for four years. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through its Rockefeller Global Family Office platform.

Dennis Bloom is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior experience includes roles at Bank of America, NA and Merrill. Outside of his advisory work, he serves as a compensated baseball coach for Olympia High School. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated entities and access to alternative and private investments within a comprehensive wealth, trust, and insurance platform.