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.

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.

Sydney Cameron is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Outside of financial advising, Cameron serves as a high school tennis assistant coach for the Chehalis School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, with offerings that include financial planning, model portfolio programs, and institutional platforms.

Brendan Wood is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

David Hoffert is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Cetera since 2014 and also maintains long-term roles with Twin County Credit Union and St Martins College. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform and supports a variety of program structures and custodial relationships.

Justin Becker is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Northwest Farm Credit Services and Abston Henricksen Land and Timber Company. He serves as the South Sound Chapter President of the Washington Farm Forestry Association, where he organizes events and recruits new members. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Lisa Whiteman is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Osaic since 2024. She previously worked at LPL Financial for 16 years and Washington State Employees Credit Union for 20 years. Outside of her primary role, she is involved with Whitehill Financial LLC, providing insurance sales and service for various carriers. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Keith Cameron is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial and Cameron Wealth Management, having previously worked at Merrill and Financial Advocates Investment Management. Cameron also holds a notary commission and operates Cameron Advisory Services as a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support account management.

Lisa Brager is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013, based in Lacey, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.

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.

Vanessa Horning is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. She serves as a board member for the Discovery Children's Museum of Lewis County. 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 and offers a range of advisory programs, investment solutions, and fiduciary services through a large nationwide network of financial advisors and branch offices.

Andrea Holdcroft is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones, Fidelity Investments, Sanford C. Bernstein & Co., and Wells Fargo. Outside of her advisory role, she has been involved with YMCA Pierce and Kitsap County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jimmy Du is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Prior to his financial services career, he worked at Dunkin' Donuts. 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 and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Jonathan Emerson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Dempsey Wheelock is a Series 66 licensed advisor with Equitable Advisors, based in Spanaway, WA, and has two years of industry experience. Prior to joining Equitable Advisors, he held various roles at Pythia International, Deseret Industries, and Brigham Young University Idaho. He serves as a director of Worldwide Charities, a foreign nonprofit corporation founded by his father. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party program sponsors, and offers ERISA fiduciary services through credentialed representatives.

Jacob Conklin is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior work history in education and transportation sectors, including roles at local school districts and Olympia Premier Airport Shuttle. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Josef Mc Coy is a financial advisor with Edward Jones in Olympia, WA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, Key Investment Services, and Prudential Financial. He previously operated Josef McCoy Insurance Agency Inc. for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Britney Vanweerdhuizen is a financial advisor at OSAIC with a Series 66 designation and five years of industry experience. She has worked at OSAIC Wealth, Inc since 2024 and previously spent four years at LPL Financial and eight years at Washington State Employees Credit Union. Outside of advising, she holds a notary position and works as a client relationship manager for Whitehill Financial, providing client services and licensed insurance sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolio solutions. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various risk management tools and discretionary strategies.