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 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.

Jason Ledesma is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he has a passive interest in a business ownership LLC related to rental property management in University Place, WA. Ameriprise provides retirement-income planning services primarily to individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Tronson is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc. for 12 years. Outside finance, he serves as a licensed substitute teacher for University Place Public Schools. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using a range of asset-allocation tools and portfolio management approaches.

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.

David Ortega is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers additional services such as tax-efficient portfolio management and securities-based lending.

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.

Michael Henson is a Series 66 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Tacoma, WA, bringing 15 years of industry experience. Prior to joining Raymond James, he spent eight years with Cetera Investment Services. Outside of his advisory role, he operates a business selling sports cards and memorabilia on eBay. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through a wide advisor network, including specialized municipal and employer-sponsored retirement plan services.

Deborrah Murphy is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors, Inc. and KMS Financial Services, Inc. She is also the owner of Northwestern Financial Group, a DBA used for Washington State insurance renewals. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple advisory platforms and third-party money managers.

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.