Nathaniel Taylor is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at DevNW and operating his own self-employed business. He previously worked in the food service industry at Ritta's Burritos. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Brian Cockrell is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Outside of his financial advisory work, Mr. Cockrell is involved in the arts as a guitarist and vocalist in the Strike 9 Band. Morgan Stanley Wealth Management offers a wide range of advisory services to individual and institutional clients, providing tailored financial planning and investment programs supported by firm-approved methodologies and a large global investment resource.

Weston Weller Sr. is a CFP®-certified financial advisor with Edward Jones in Olympia, WA, where he has worked since 2003, accumulating 23 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he has ownership in a rental business in Kissimmee, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Monty Harmon is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Thrivent Financial since 2017 and previously operated Harmon Consulting Inc., providing regulatory consulting for gambling and liquor licensees. Outside of his advisory role, Harmon serves as a director on the Board of Pensions and Benefits for the Evangelical Covenant Church and leads the Men's Ministry at Grace Covenant Community Church in Olympia, WA. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without providing discretionary portfolio management or institutional advisory services.

Karen Sullivan is a financial advisor with Edward Jones in Shelton, Washington. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

William Stikker is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1993, concurrently serving with Bank of America since 2011. Outside of advising, he is involved in an agricultural family partnership. 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 individuals, high-net-worth clients, and institutional accounts.

Sidney Schroader is a financial advisor with LPL Financial based in Olympia, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with the Washington State Employee Credit Union since 2009 and has held roles within WSECU Investment Management and WSECU Insurance Services. 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 through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dean Evans is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent 10 years with Wamu Investments, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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 Olympia, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on an elder board in Chehalis, WA. Ameriprise Financial Services is a large institutional firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice, emphasizing tax-aware withdrawal strategies and dependable income sources.

Shayne Dresbach is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Harborstone Credit Union and Twinstar Credit Union. His background also includes roles outside finance, such as work in landscaping and food service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

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.

Deatra Harrington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Cetera Investment Services LLC from 2005 to 2007. In addition to her advisory role, Harrington engages in selling fixed, non-variable insurance products and long-term care insurance as part of her financial planning services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisers and various operational tools.

Ryan Mcgaughy is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving individuals and institutions with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Kamryn Morgan is a Series 66 licensed financial advisor with Edward Jones in Shelton, WA, where he has worked since 2023. He has three years of industry experience and previously spent nine years at Fenner, Inc. Morgan is also an assistant girls soccer coach at North Mason High School in Belfair, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and approximately $1.01 trillion in assets under management.

Luke Bakken is a financial advisor with Morgan Stanley in Olympia, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he was employed at D.A. Davidson & Co. and previously worked in non-financial roles including at Tacoma Golf & Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery and firm-approved planning tools to support client goals.

Theodore Erickson is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association. He is based in Olympia, WA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and firm-approved tools to model outcomes, with advisory services that generally do not include individual security recommendations.

Elizabeth Mc Cullough is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Her prior experience includes roles with the State of Washington and Red Robin Gourmet Burgers, as well as a study abroad program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Melissa Buttafoco is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2020. Prior to her advisory role, she held positions outside of finance, including at Nancy E. Boyden ARNP and retail roles at HomeGoods and TJ Maxx. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm utilizes various investment strategies and platforms, supported by research and technology tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Stefanie Dantinne is a financial advisor with Edward Jones, holding a Series 66 designation and 9 years of industry experience. She has been with Edward Jones since 2007. 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 under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.