Cameron Daniels is a financial advisor at Edward Jones in Lacey, WA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. 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 advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

George Zelenak is a financial advisor with Ameriprise in Olympia, WA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as President on the Board of Directors for the Somerset Hill Homeowners' Association. 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 written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ted Schwarz is a financial advisor with Ameriprise in Chehalis, WA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves on an Elder Board as a member of the Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Sari Keim is a financial advisor with Thrivent Investment Management in Olympia, WA, holding Series 63 and Series 66 registrations and bringing 32 years of industry experience. She has been with Thrivent Financial since 2016 and has worked at Thrivent Investment Management, Inc. since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial analyses without discretionary trading authority. The firm’s services include comprehensive planning on topics such as retirement, income tax, estate, and special needs planning, with options to combine planning with managed-account programs under consolidated billing.

Omar Barr is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Edward Jones, having joined in 2024, and previously worked at Bank of America and Merrill Lynch. His background also includes roles at Thonis Advisory and A/T Capital Management. Outside the financial industry, he is involved in managing vacation rental properties in Manchester, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment solutions, combining a large network of financial advisors with affiliated mutual funds, trust services, and securities-based lending options.

Tyler Whitworth is a CFP®-credentialed financial advisor with Edward Jones, where he has worked for 13 years. He serves as a Civil Service Commissioner for the City of Tenino and is a board member of the Gaylord Strand Wrestling Scholarship, a nonprofit he co-founded to honor a high school wrestling coach. Whitworth also works as an assistant wrestling coach at Tenino High School during the wrestling season. 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 solutions, operating under a fiduciary standard and maintaining a substantial national network of advisors and branches.

Brian Hood is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fisher Investments, Personal Capital Advisors Corporation, Empower Advisory Group, and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools to offer diversified portfolios, discretionary management, and online advice.

Seongbae Kim is a financial advisor with Cetera and holds a Series 66 designation. He has 14 years of industry experience and has worked at firms including Edward Jones, LPL Financial, and Summit Financial Group. Kim serves as a church elder at Sunset Bible Church and is the board chair of Sound Christian Academy. 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 a range of portfolio management and planning services through a multi-manager platform with access to affiliated and third-party managers.

Felix Peguero Reyes is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Before joining Raymond James in 2023, he spent 18 years at Edward Jones. Outside of his advisory role, he serves on the finance and investment committee of The Remnant.US church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Derwin Du Mont III is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones for 12 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Leah Waterworth is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Empower Retirement and Merrill Lynch Pierce Fenner & Smith. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, registered investment companies, and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Rachael Megazzini is a financial advisor with Merrill in Lacey, WA, holding a Series 66 designation and seven years of industry experience. She has been associated with Bank of America N.A. and Merrill since 2007. Outside of her advisory role, she is a co-owner of a rental property in Spanaway, Washington. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

Kyle Smith is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation and Series 66 license. Kyle has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 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.