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. His work background includes roles outside finance, such as positions at Saint Martins University and Fred Meyer Grocery Store. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party advisory platforms.

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® professional with 43 years of experience in the financial industry. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation from 2002 to 2009. Outside of financial advising, he is involved in photography, including teaching and publishing, and participates in the Proctor Art Gallery in Tacoma, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,000 advisors with various investment platforms, including model portfolios and third-party asset management, and provides operational tools that incorporate machine learning for advisor support.

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.

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.

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.

Adam Gulley is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014 and previously served in the United States Army Reserve for 19 years. He is also a board and club member of the Kiwanis service organization in Tacoma. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joseph Todisco is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He served in the U.S. Air Force from 1999 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment solutions, and affiliated services.

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.

Chantelle La Marr is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at BlackRock for eight years and Axalta Coating Systems for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Ortega is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient portfolio management and securities-based lending.

Joseph Crest is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Lowe's Home Improvement, DoorDash, and Amazon. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brooke Baker is a financial advisor at Raymond James Financial with 17 years of industry experience and a Series 66 credential. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia State Bank for over a decade. She is also involved with Columbia Wealth Advisors in a non-owner associate role providing financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Janelle Embrey is a Series 66-licensed financial advisor with Edward Jones, based in Yelm, Washington, where she has worked for 17 years. Outside of her advisory role, she is licensed to provide care services as the guardian of her adult son. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors.