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.

Jacob Mager is a financial advisor with LPL Financial in Shelton, WA, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with Our Community Credit Union and Fred Meyer/Kroger. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rosalie Biza is a financial advisor with LPL Financial in Olympia, WA, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at Symetra Life Insurance Company and Symetra Securities, Inc. She also works as a swim instructor at The Valley Athletic Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Lisa Brager is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013, based in Lacey, WA. 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 through a large network of advisors and branch offices, offering a range of advisory programs, managed solutions, and affiliated investment products.

Patrick Olsen is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked at firms including Kingdom Advisors LLC, State & Shore Advisors, LLC, and Thrivent Investment Management Inc. He serves as a board member and finance committee member for the DuPont Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual clients, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various wrap-fee advisory programs and institutional portfolio management.

Andrea Holdcroft is a financial advisor with LPL Financial in Lacey, WA, holding a Series 66 designation and six years of industry experience. Her career includes roles at Edward Jones, Fidelity Investments, Sanford C. Bernstein & Co., LLC, and Wells Fargo. Outside of her advisory work, she has been involved with the YMCA in Pierce and Kitsap counties. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced portfolio management tools.

Francisco Barreto is a financial advisor with LPL Financial in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2008 and concurrently provides services through Washington State Employees Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, third-party research, and advanced portfolio management technology.

Jonathan Emerson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jason Andrew is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He has been with Cetera and Olympia Federal Savings since 2015. Outside of his advisory role, he serves as a paid referee for high school and college basketball games during the basketball season. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

Brian Kerrigan is a CFA® charterholder and Series 66-licensed financial advisor with 23 years of industry experience. He has worked with LPL Financial since 2006 and has been affiliated with Financial Advocates Investment Management since 2012. Kerrigan also operates Kerrigan Tax Management, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

Glenn Richardson is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Edward Jones. Since 2019, he has also been affiliated with WSECU Investment Management and WSECU Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by model portfolios and research from both internal and third-party sources.

Lorie Linn Crowell is a financial advisor at Morgan Stanley in Olympia, WA, with eight years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2018. Outside of her advisory role, Crowell serves as a trustee on the Governor's Mansion Foundation and participates on its Business Development Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and economic modeling.

Terran Melad is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Macmillan-Piper, and other firms across various roles. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jacob Kent is a financial advisor at Fidelity with 22 years of industry experience. He has held roles at Fidelity Brokerage Services since 2004 and joined Fidelity Investments in 2025. He holds the Series 66 and Series 63 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including management of multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Josef Mc Coy is a financial advisor with Edward Jones in Olympia, WA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, Key Investment Services, and Prudential Financial. He previously operated Josef McCoy Insurance Agency Inc. for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Helen Wofford is a financial advisor with Ameriprise in Olympia, WA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Britney Vanweerdhuizen is a financial advisor at OSAIC Wealth, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Washington State Employees Credit Union. In addition to her advisory role, she serves as a notary and works with Whitehill Financial as a Client Relationship Manager, assisting with client services and insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and utilizes tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios.

Laurence Evoy is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he assists in a limited capacity with a home-based online clothing retail startup. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Fiorella Requeno Solorzano is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work history includes roles at First Command and various business activities in different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also utilizes algorithmic methods and AI in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.