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.

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.

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.

Amanda Singleton is a financial advisor at Edward Jones with a Series 66 designation. She joined Edward Jones in 2026 and has prior work experience at Mashell Telecom spanning 27 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

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 in Olympia, WA. His prior experience includes roles at Bank of America and Merrill Lynch from 2015 to 2019. Outside of his advisory work, he is involved with multiple business entities related to his LPL practice and holds a position as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and technology-based solutions.

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.

Sydney Cameron is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial in 2023, Sydney has been involved with McSwain Financial Services and has held various roles including assistant high school tennis coach for the Chehalis School District. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and a variety of investment strategies.

Robert Alspaugh is a financial advisor with Thrivent Investment Management based in Olympia, WA. He holds a Series 66 designation and has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Brendan Wood is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

David Hoffert is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with Cetera since 2014 and also maintains long-term roles with Twin County Credit Union and St Martins College. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform and supports a variety of program structures and custodial relationships.

Justin Becker is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Northwest Farm Credit Services and Abston Henricksen Land and Timber Company. He serves as the South Sound Chapter President of the Washington Farm Forestry Association, where he organizes events and recruits new members. 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 and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Jeffrey Geuin is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Sanofi Pharmaceuticals for 18 years. Edward Jones is a full-service wealth management firm serving more than four million clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jodi Carlton is a Series 66-credentialed financial advisor with Morgan Stanley in Olympia, WA, bringing 17 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has been affiliated with Morgan Stanley & Co., Incorporated since 1998. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulation models.

Lisa Whiteman is a financial advisor at OSAIC with 21 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining OSAIC in 2024, she worked at LPL Financial for 16 years and Washington State Employees Credit Union for 20 years. She is also involved with Whitehill Financial, LLC, where she provides insurance sales and service for various carriers. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios that may include a range of securities and investment products.

Keith Cameron is a CFP® professional affiliated with LPL Financial, based in Lacey, WA, with 21 years of industry experience. He has been involved with McSwain Financial Services since 2005 and Financial Advocates Investment Management since 2015. Cameron is also active as a notary and operates Cameron Wealth Management, a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.