Nathan O'Leary is a financial advisor with LPL Financial in Des Moines, WA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Waddell & Reed, VA Medical Center, and Shift4 Strategies, LLC. Outside of advising, he has served as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches.

Jessica Pichora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Washington Neurodiversity Project and held positions at Salesforce and Tableau. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Andrew Lawrence is a financial advisor with LPL Financial in Tacoma, WA, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Sound Credit Union, Cuso Financial Services, Raymond James Financial Services, Waddell & Reed, U.S. Bancorp Investments, and other firms. He also serves as an assistant high school football coach with the Puyallup Jr Football Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms.

Lane Mallula is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. from 2018 to 2025, with additional experience at Milestone Technology and Moreau Excavation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Shane Klingenstein is a financial advisor with Edward Jones in Bonney Lake, WA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in commercial real estate management and owns rental properties in Lake Tapps, WA. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Maloy is a financial advisor with LPL Financial in Tacoma, Washington, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also maintains an investment-related business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Steven Koleszar is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jeffrey Cathersal is a financial advisor at Penny Lane Wealth Management, LLC with 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Arbor Point Advisors. He also serves as president of Cathersal Investments, Inc. Penny Lane Wealth Management, LLC provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation. The firm manages approximately $18.9 million in assets across around 40 client relationships.

John Williamson is a financial advisor at Penny Lane Wealth Management, LLC in Tacoma, WA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Alexander Capital Wealth Management and Portfolio Strategies Inc. Williamson serves on the board of a nonprofit that assists individuals with criminal backgrounds in securing employment. Penny Lane Wealth Management provides advisory services to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation rather than discretionary portfolio management. The firm manages approximately $18.9 million in assets across about 40 client relationships.

Christine Pickering is a financial advisor at Penny Lane Wealth Management, LLC in Tacoma, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Penny Lane Wealth Management in 2022, she spent 13 years at The Boeing Company. Penny Lane Wealth Management provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, managing approximately $18.9 million in assets across about 40 client relationships. The firm focuses on advice, planning, and client-directed implementation rather than portfolio management.

Brady Buskirk is a financial advisor at Lighthouse Wealth Strategies, LLC, with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Concert Wealth Management, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a licensed insurance agent. Lighthouse Wealth Strategies operates as a team of 12 advisors serving clients through a collaborative approach to wealth management.

Kelly Caviezel is a financial advisor at Lighthouse Wealth Strategies, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and UBS Financial Services Inc. Mr. Caviezel is a partial owner of a real estate building through RCW LLC, a business he operates with family members and clients. Lighthouse Wealth Strategies is a team-based firm serving clients with personalized wealth management solutions.

Megan Hayes is a financial advisor at Lighthouse Wealth Strategies, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and UBS Financial Services Inc. She is based in Gig Harbor, WA. Lighthouse Wealth Strategies is a team of six advisors providing wealth management services, focusing on tailored investment strategies for their clients.

Brian Randall is a financial advisor at Lighthouse Wealth Strategies, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Sowell Management and Northwest Asset Management. Randall is a board member of the Ark Institute for Learning, a nonprofit school. Lighthouse Wealth Strategies is a team-based firm serving clients with personalized wealth management solutions.

Brian Buskirk is an investment advisor with Lighthouse Wealth Strategies, LLC, holding Series 63 and Series 66 licenses and 43 years of industry experience. He has been with Lighthouse Wealth Strategies since 2016 and has prior experience at Sowell Financial Services, LLC and Concert Wealth Management, Inc. Buskirk is also a partner in two local commercial real estate partnerships in the Bremerton, WA area. Lighthouse Wealth Strategies is a team-based firm that serves clients by providing tailored wealth management solutions.

Ronald Barton is a financial advisor with Lighthouse Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Veritas Independent Partners, Sowell Management Services, and Wells Fargo Advisors. Outside of advising, he is involved in managing residential rental properties with active responsibilities. Lighthouse Wealth Strategies is a team-based firm serving clients with a collaborative investment approach.

Bergen Palmer is a financial advisor at Lighthouse Wealth Strategies, LLC with one year of industry experience. He holds a Series 66 designation and has prior experience at Merrill and Sowell Management. Outside of his advisory work, he has been involved in volunteer activities and has experience with small business ventures such as Frankie Boutique LLC. Lighthouse Wealth Strategies is a team-based firm serving clients with collaborative wealth management solutions.

Marty Paul is a financial advisor at Lighthouse Wealth Strategies, LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including Sowell Financial Services, LLC and CONCERT Wealth Management, Inc. In addition to his advisory role, he participates in community fundraising for the YMCA in Gig Harbor. Lighthouse Wealth Strategies is a team of five advisors based in Gig Harbor, WA, providing financial guidance and services tailored to their clients.

Karsten Caviezel is a financial advisor at Lighthouse Wealth Strategies, LLC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and UBS Financial Services Inc. Caviezel is a trustee for Caviezel Wealth Management's 401(k) plan and holds a majority ownership in Caviezel Wealth Management LLC. Lighthouse Wealth Strategies is a team of six advisors based in Gig Harbor, WA. The firm provides wealth management services to individual clients, focusing on tailored investment strategies.

Kimberly Nordi is a financial advisor with Lighthouse Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Lighthouse Wealth Strategies since 2017 and has prior experience with firms including Dinosaur Securities, LLC and CONCERT Wealth Management, Inc. Outside of her advisory role, she serves as a board member and treasurer for a prison ministry and teaches parenting classes to inmates, as well as mentors young girls in a juvenile services program in Kitsap County, WA. Lighthouse Wealth Strategies is a team-based firm serving clients with a focus on comprehensive wealth management.