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.

Drew Jordan is a financial advisor at J.P. Morgan Securities in Tacoma, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously held roles at JPMorgan Chase Bank and Iconma. Outside of his advisory work, he owns Drew Jordan Holdings, LLC, a business involved in rental property management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Chaney Darlington is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial since 2009. Outside of his advisory role, he is associated with The Commerce Co. in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Sue Bowman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 23 years of industry experience. She has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2003. Outside of her advisory role, she is involved in sales of non-investment home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and uses model-delivery strategies managed by unaffiliated asset managers.

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.

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.

Rosalie Biza is a financial advisor with LPL Financial in Olympia, WA, holding Series 66 and Series 65 licenses and 14 years of industry experience. Her background includes roles at Financial Advocates Investment Management and Symetra Life Insurance Company. Outside of her advisory work, she is a swim instructor at The Valley Athletic Club. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Nathan Borchardt is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2020, following five years at Wedbush Securities Inc. Outside of his advisory work, he is an associate employee of The Commerce Company in Tacoma, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to deliver non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Andrea Holdcroft is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones, Fidelity Investments, Sanford C. Bernstein & Co., and Wells Fargo. Outside of her advisory role, she has been involved with YMCA Pierce and Kitsap County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Francisco Barreto is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at LPL Financial since 2008 and also has a long tenure with Washington State Employees Credit Union starting in 2006. 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 and access to model portfolios and third-party asset managers.

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.