William Beezley is the sole advisor at Olympic Financial Advisors, LLC in Port Townsend, Washington. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to founding his firm, he worked nine years with East Jefferson Fire Rescue. Olympic Financial Advisors provides investment management and comprehensive financial planning to individuals, high-net-worth clients, foundations, nonprofits, and business entities. The firm employs a passive, asset-allocation focused approach combined with fundamental analysis, emphasizing long-term allocation, tax efficiency, and limited trading.

Richard Keppler is a financial advisor at First Advisors National, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Alliance Fund Distributors, Inc. since 1995. In addition to his advisory role, Keppler is an independent insurance agent servicing clients in Coupeville, WA. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, overseeing approximately $506.8 million in discretionary assets. The firm focuses on selecting and monitoring third-party money managers and integrates tactical and strategic asset allocation methodologies with fundamental analysis.

Thomas Buckingham Jr. is a financial advisor at Wedbush Securities Inc. with 57 years of industry experience. He has been with Wedbush Morgan Securities since 2009. He also publishes a quarterly investment newsletter through 401K Planning Group, LLC, a business he owns. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering both brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm provides various managed account solutions alongside commission-based brokerage and clearing services.

Michael Carter is a CFP® with 42 years of experience in financial advising. He has been with Money Concepts Capital Corp since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and account structures, employing model portfolios, third-party sub-advisers, and both fundamental and technical analysis.

James Forsyth is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He holds Series 63 and Series 66 licenses. Forsyth is also the owner and president of James Forsyth, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Stephanie Gale is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is affiliated with Commonwealth Financial Network and Gale Investment Management, where she serves as Proprietor and President. Her career includes long-term roles at Commonwealth Financial Network since 2005 and managing her own investment advisory firm. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Blaine Shira is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and having 12 years of industry experience. He has worked at several firms including Raymond James Financial Services and LPL Financial. Shira is also the owner of Shira Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Randall Robichaud is a CFP®-certified financial advisor with six years of industry experience. He is currently with Equitable Advisors and previously worked at Edward Jones, ZeOmega Inc, and Healthwise Inc. Randall serves as a board member of the Mukilteo Chamber of Commerce, a nonprofit community business organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michelle Padilla is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America NA, and Opus Bank. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jason Wright is a CFP® with nine years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Olympic Cascade Services Inc. Wright operates Wright Wealth Partners, a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Charles Hoover Jr. is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1991 and holds Series 63 and Series 66 designations. Outside of advisory work, he owns several rental properties and a family-owned mobile home park. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kevin Lungren is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Waldal is a financial advisor at LPL Financial with 25 years of industry experience. He has been with LPL Financial since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a co-owner of a family real estate rental property in Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Richard Smith is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at Strait Floors from 2015 to 2017. Outside of his financial advisory role, he is involved with Risky Games Studios LLC, a company that manufactures and sells games. 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 through a network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Amanda Short is a financial advisor with Edward Jones in Port Hadlock, WA. She holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked at the Northwest Maritime Center and Jefferson County Public Works. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Tyler Johnson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Before joining Edward Jones, he worked with South Snohomish County Fire and Rescue and Clallam County Fire District 3. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Kathleen Schott is a financial advisor with Edward Jones in Port Townsend, WA. She holds a Series 66 designation and has 15 years of experience with Edward Jones, where she has worked since 2011. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Barbara Kubesh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Her previous roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Principal Securities Inc, and Principal Life Insurance Co. Outside of her advisor role, she is also an independent insurance agent, an artist, and the president of a community water association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base through financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions delivered via independent Financial Professionals, with multiple custody options and strategies including proprietary and third-party models.

Reaghan Hoover is a financial advisor with Edward Jones, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Edward Jones, Reaghan worked at Martindale-Avvo for two years and has experience in various roles including positions at Paycom and Vacasa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alfred Bowman is a Series 66-credentialed financial advisor with 15 years of industry experience, all with Edward Jones since 2011. He is based in Port Townsend, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Stephen Sklar is a financial advisor with Edward Jones in Port Townsend, WA. He holds the CFP® designation and Series 66 license and has 10 years of industry experience, including 11 years at Edward Jones. 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 investment strategies and affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Kristi Price is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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.

Kyle Fethke is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies alongside various risk management tactics.

Keith Buchanan is a financial advisor with LPL Financial in Port Townsend, Washington, holding a Series 63 designation and 39 years of industry experience. He has operated the Keith Buchanan Insurance Agency since 1995 and has been with LPL Financial since 1992. Outside of his advisory work, he is co-owner of Cleo & Grey, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.