Benjamin Doughty is a financial advisor at Stifel with 27 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Omar Barr is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Edward Jones, having joined in 2024, and previously worked at Bank of America and Merrill Lynch. His background also includes roles at Thonis Advisory and A/T Capital Management. Outside the financial industry, he is involved in managing vacation rental properties in Manchester, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment solutions, combining a large network of financial advisors with affiliated mutual funds, trust services, and securities-based lending options.

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.

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.

Tyler Whitworth is a CFP®-credentialed financial advisor with Edward Jones, where he has worked for 13 years. He serves as a Civil Service Commissioner for the City of Tenino and is a board member of the Gaylord Strand Wrestling Scholarship, a nonprofit he co-founded to honor a high school wrestling coach. Whitworth also works as an assistant wrestling coach at Tenino High School during the wrestling season. 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, operating under a fiduciary standard and maintaining a substantial national network of advisors and branches.

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.

Brady Hoover is a Series 66-licensed financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Yelm Community Schools for seven years and Anthony's Homeport for eighteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Felix Peguero Reyes is a financial advisor with Raymond James Financial Services Advisors, Inc. and Asiron Wealth Group. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 18 years at Edward Jones. He serves as CEO of Asiron Wealth Group and participates on the finance and investment committee of The Remnant.US church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools for risk profiling and outcome modeling.

Todd Shobert is a financial advisor with LPL Financial in Olympia, WA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with LPL Financial since 2012 and previously with Cetera Wealth Services. In addition to his advisory role, he is involved with WSECU Insurance Services. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Terry Cleman is a financial advisor with LPL Financial in Olympia, WA, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His career includes previous roles at Financial Advocates Investment Management, Ameriprise, and Citigroup Global Markets. 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 broad range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Derwin Du Mont III is a Series 66 licensed financial advisor with 13 years of industry experience. He has worked at Edward Jones for 12 years before joining LPL Financial in 2025. 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 financial planning and investment management solutions, integrating proprietary research models, third-party subadvisors, and various platform services.

James Mcintosh is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at U.S. Bank National Association before joining J.P. Morgan and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Kirk Mandlin is a financial advisor with Edward Jones in Olympia, WA. He holds the Series 63 and Series 65 designations and has 34 years of industry experience, including prior roles at Wells Fargo Clearing, UBS Financial Services, and Morgan Stanley. Outside of advising, he is involved in authorship through Business Builder, LLC, which develops educational materials for financial advisors, and serves as a director for New Beginnings Church, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large national network of financial advisors and branch offices.

Loren Camp is a financial advisor with Cetera in Olympia, Washington, holding a Series 63 designation and 27 years of industry experience. He has been with Cetera and affiliated entities since 2014 and concurrently works with Twinstar Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform that supports various investment strategies and program structures.