Garrett Balduff is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he was involved with Forbidden Farms LLC for nine years. He serves on the executive board of the American Legion Post 3 in Olympia, WA. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Wendy Keefe is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley since 2013, with a brief tenure at LPL Financial in 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market simulations.

Michael Grosso is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was involved with Harmony Farms LLC and Saint Martin's University. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Walter Harrison is a CFP® professional with 44 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2021, with prior experience at VOYA Financial Advisors from 2014 to 2021. Outside of advisory work, he operates a photography and videography business specializing in weddings and special occasions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both discretionary and non-discretionary program options.

Sharla Cameron is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has been with LPL Financial since 2005 and worked at Financial Advocates Investment Management from 2014 to 2025. Outside her advisory role, she owns Art in the Attic, LLC, a business focused on selling art. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Geneva Foster is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2019. Outside of her advisory role, she operates Geneva Foster Consulting LLC, a non-investment business entity based in Tumwater, WA. 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Cara Mac Millan is a Series 66-licensed financial advisor with Edward Jones in Olympia, WA, where she has worked since 2017. She has nine years of industry experience and previously worked for the Olympia School District for five 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Michael Rutherford is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Olympia, WA. He has 18 years of industry experience, including roles at Edward Jones and Chase Investment Services Corp. before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program delivers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporates a range of investment strategies including ESG considerations.

Robert Hoffman is a financial advisor with LPL Financial based in Olympia, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2009 and has also held roles at Washington State Employees Credit Union since 2006, D.A. Davidson & Co., and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolios, third-party asset management, and participant-level retirement advice to individuals, institutions, and retirement plans. The firm supports its large network of advisors with research tools and diverse platforms while overseeing significant discretionary assets.

Matthew Mc Lellan is a financial advisor with Edward Jones in Roy, Washington, holding a Series 66 designation and totaling 10 years of industry experience. He has been with Edward Jones since 2016. 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 network of financial advisors and branch offices nationwide.

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. His career includes 23 years at Frank Russell Company and five years at Financial Advocates Investment Management. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management programs, supported by various investment tools and platforms.

Kristen Fourtner is a financial advisor at LPL Financial in Olympia, WA, holding a Series 66 designation with 21 years of industry experience. She has worked at LPL Financial since 2008, previously with First Montauk Securities Corp. and Morgan Stanley DW Inc. Fourtner also operates a business called Financial Advocates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by technology tools for operational and research purposes.

Daniel Gibbon is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously served in the US Marine Corps for twelve years. Outside of advising, he owns commercial real estate with minimal active involvement. 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 and investment solutions supported by a nationwide network of over 23,000 financial advisors.

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.

Kevin Jones is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2020. He has six years of industry experience and previously held roles with the Oregon Golf Association and the Washington State Golf Association. Outside of his advisory work, Jones serves as an administrator and power of attorney for his parents' estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party asset managers to tailor investment solutions based on clients’ risk tolerance and personal information.

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.