Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Securities. Outside of finance, she owns The Equine Bit Fitter, a business specializing in equine services such as fitting bridles and bits for horses. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Jessica Crandall is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Weinand Financial, Inc. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active managers, supported by quantitative, momentum, and fundamental analysis.

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.

Katheryne Mcmillan is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Securities America Advisors, Inc. for 15 years and has held positions at OSAIC and Brecek & Young Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who use a range of strategies including discretionary and non-discretionary approaches.

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.

Walker Stinson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Hexcel Corporation and held roles at the University of Utah and Stone Machine LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and affiliated services, managing approximately $1.01 trillion in assets.

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.

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.

Matthew Sledge is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has previously worked at West Monroe and Cognizant. Outside of his advisory role, he is involved in property management through Alliance Management in Seattle. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm offers a range of advisory programs, including tailored financial planning utilizing structured discovery and firm-approved tools.

John Baker is a financial advisor with LPL Financial in Lacey, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2003 and previously spent two years at Woodbury Financial Services. Outside of advisory work, he is involved in the outside sales of non-variable insurance. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive financial service offerings.

Cole Allen is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 designation. He has been with Edward Jones since 2022 and has four years of industry experience. Prior to joining Edward Jones, he held positions at Walmart and Piada. 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 over $1 trillion in assets and offers various advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and a broad network of financial advisors and branch offices.

Ryan Zelenak is a financial advisor at Ameriprise Financial Services with nine years of industry experience. He has been with Ameriprise in various capacities since 2016 and holds the Series 66 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research, third-party data, and algorithmic tools to support its recommendations, which operate within an investment universe influenced by affiliated product offerings.

Alissa Wood is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, she was the owner and stylist at Alissa Marie / Raw Beauty for eleven years. Outside of her advisory role, she continues to operate her hairstyling business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Julia Mcginnis is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with multiple firms including Homestreet Bank, J.P. Morgan Securities, Chase Investment Services Corp, Merrill, and Banc of America Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of program platforms and third-party money managers.

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.

Brett Thompson is a financial advisor with Edward Jones in Tumwater, WA, holding a Series 66 designation. He has been with Edward Jones since 2024. Outside of his advisory role, he has experience leading outdoor trips and maintaining rental gear for an equipment rental company. 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 and maintains a large nationwide network of advisors and branches.

Matthew Lazaras is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial. His prior work includes roles at Financial Advocates Investment Management, Bank of America, N.A., and Merrill Lynch. He is also involved with Lazaras, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.