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.

Joseph 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 in 2024, he worked at Enfusion from 2022 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Pamela Lamichhane is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Merrill and various banking institutions. Outside of advising, she is a self-published author on Kindle Direct Publishing. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and offers discretionary and non-discretionary investment solutions across multiple asset classes, supported by integrated broker-dealer and alternative investment capabilities.

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.

Gary Campbell is a financial advisor at Hightower Advisors with Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Financial Advocates Investment Management, Valor First, LLC, and LPL Financial. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and serves a broad range of client types including pension plans, charitable organizations, and private pooled investment vehicles.

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.

Janeen Babas is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at &PARTNERS and previously spent nine years at Wells Fargo Clearing, following a long tenure at Wells Fargo Bank, N.A. Babas serves as a board member of the Yelm Seventh-Day Adventist Church, where she helps with programs. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management and financial planning services using a mix of proprietary and third-party strategies, and operates with both registered investment adviser and broker-dealer registrations.

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.

Allen Robbins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Ameritas Investment Company, LLC since 2000 and serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Robbins is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Joseph Lanham is a Series 66-licensed financial advisor with \u0026Partners, bringing two years of experience in the industry. His prior work includes over two decades at Wells Fargo Bank N.A. and Wells Fargo Advisors. He serves on several boards in Olympia, WA, including roles with the Thurston County Chamber of Commerce, the Washington Pacific District Board, and Northwest Nazarene University, where he acts as treasurer and participates on the university foundation's investment committee. \u0026Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a range of analytical methods and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Janelle Cromwell is a CFP® with 12 years of industry experience, currently advising at Rockefeller Financial LLC since 2021. Prior to joining Rockefeller Financial, she worked at Bank of America and Merrill from 2015 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking 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.

Lance Williams is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. His prior work includes positions at Bank of America and Merrill, where he spent over a decade each. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions alongside brokerage, insurance, and investment banking capabilities.

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.

Luke Schwarz is a financial advisor with Ameriprise in Olympia, WA, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Ameriprise and Ameriprise TVZ Wealth Advisors, as well as work in contracting and retail. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through a centralized service team.

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.

Kristen Salt is a CFP® and ChFC® with 33 years of experience in financial advising. She has been with Ameriprise since 2005, currently serving as an advisor in Olympia, WA. Outside of her advisory role, she serves on the Board of Directors for the RiverFront Condo Association in Portland, OR. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a centralized team, focusing on dependable income sources and tax-aware withdrawal strategies.

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.