Robert Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves at Washington State Employees Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Matthew Mcdowell is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning using structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Kerry Prichard is a financial advisor with LPL Financial in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Frank Russell Company for 23 years before joining LPL Financial in 2017 and Financial Advocates Investment Management in 2018. LPL Financial is an 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kristen Fourtner is a financial advisor with LPL Financial in Olympia, WA, holding a Series 66 designation and with 20 years of industry experience. She has been with LPL Financial since 2008. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research supported by both internal and third-party sources.

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.

Kevin Benjamin is a financial advisor at Edward Jones based in Olympia, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for Summit Surgical Inc. for ten years. 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 approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,000 financial advisors.

Corrina Phillips is a financial advisor at Stifel with 28 years of industry experience. She has held her current position at Stifel since 2012 and holds Series 63 and Series 65 designations. Phillips serves on the Board of Directors for the Olympia Rotary, focusing on fellowship and public relations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

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.

David Littleton is a financial advisor at LPL Financial with 28 years of industry experience. He has held roles at O Bee Credit Union since 2001 alongside his work with LPL Financial. His credentials include the Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services featuring discretionary and non-discretionary management, as well as access to model portfolios and research from various sources.

Monty Harmon is a financial advisor with Thrivent Investment Management in Olympia, WA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. Prior to his current role, he was president of Harmon Consulting Inc., providing regulatory consulting services related to licensing and compliance for gambling and liquor licensees. He serves as a director on the Board of Pensions and Benefits for the Evangelical Covenant Church representing the Pacific Northwest region and leads the Men's Ministry at Grace Covenant Community Church, organizing community events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various financial topics and integrates planning with managed-account programs under consolidated billing, while maintaining separation between planning and portfolio management services.

Jordan Dowers is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Keating & Associates prior to his current role. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Kurt Chase is a CFP®-credentialed financial advisor with over 26 years of industry experience. He is currently with Raymond James Financial in Lacey, WA, having previously worked at Cetera and Columbia State Bank. Outside of his advisory role, he is involved as an associate at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Daniel Young is a CFP® with 12 years of industry experience and has been with Edward Jones since 2015. He holds Series 66 and Series 63 licenses and is based in Olympia, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Mackenzie Embrey is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2018, Embrey worked at Firstbank and held positions at the University of Northern Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cameron Daniels is a financial advisor at Edward Jones in Lacey, WA, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sidney Schroader is a financial advisor with LPL Financial based in Olympia, WA, holding Series 63 and Series 65 registrations. He has 43 years of industry experience and has worked with WSECU Investment Management and Washington State Employee Credit Union since 2009. 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, offering a range of advisory programs, financial planning, and retirement plan consulting services.

Dean Evans is a financial advisor with J.P. Morgan Securities in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with Wamu Investments, Inc. since 1999. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Alan Farrar is a financial advisor with Edward Jones in Tumwater, WA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Farrar serves on the Wood County Healthcare Foundation board, where he helps advise and direct investment decisions, and he has a background in timber and wood sales, as well as involvement in a beef cattle operation and dog breeding. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of about 23,700 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.