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.

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.

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.

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 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.

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 at Edward Jones in Olympia, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sanofi Pharmaceuticals for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies 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 CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Osaic since 2024. She previously worked at LPL Financial for 16 years and Washington State Employees Credit Union for 20 years. Outside of her primary role, she is involved with Whitehill Financial LLC, providing insurance sales and service for various carriers. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various tools and strategies.

Keith Cameron is a CFP® professional with 21 years of experience in the financial services industry. He is currently with LPL Financial and Cameron Wealth Management, having previously worked at Merrill and Financial Advocates Investment Management. Cameron also holds a notary commission and operates Cameron Advisory Services as a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging model portfolios, third-party subadvisors, and technology tools to support account management.