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.

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.

Cyndi Kim is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for the Department of Defense for eleven 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, supported by a large network of financial advisors and branch offices nationwide.

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.

Theresa Alcayaga is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Edward Jones since 2016. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Abbott is a CFP® professional with 35 years of industry experience, currently serving at Edward Jones since 2017. Prior to this, he worked at Morgan Stanley Smith Barney for nine years. Outside of his advisory role, he is president of George Washington Inn LLC, a bed and breakfast and lavender farm in Port Angeles, WA, and serves as chairman of the board for the George Washington Society in Sequim, which hosts the Northwest Colonial Festival and other educational events. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Heather Haasl is a financial advisor at Edward Jones with a Series 66 designation. She has one year of industry experience, including prior work with Heather Haasl PLLC and roles in behavioral health and municipal services. Heather’s background includes positions at the Center For Solace, Frontier Behavioral Health, and the City of Cheney. Edward Jones is a full-service wealth management firm serving individual and institutional clients with assets under management totaling approximately $1.01 trillion. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and maintains a large network of financial advisors and branch offices nationwide.

Christopher Renfro is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Coupeville, WA. Outside of his advisory role, he is involved as the assistant treasurer for the Central Whidbey Cooperative Preschool. 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 large nationwide network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Stelling is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Grove Point Advisors and Grove Point Investments and has been involved in coaching sports and fitness at Coupeville High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a large national network of investment adviser representatives.

Aaron Lucero is a CFP® and ChFC® with 26 years of experience in the financial services industry. He is currently affiliated with Equitable Advisors and has previously worked at Stifel Independent Advisors and Wells Fargo Advisors. Outside of his advisory role, he serves on the board of the Coupeville Historic Waterfront Association and coaches fastpitch softball for the Coupeville School District. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed third-party managers.

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.

Kurt Heyduck is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions with Stifel Independent Advisors, LLC and Wells Fargo Advisors. In addition to his advisory work, he is a 20% owner of Terra Firma Wealth Management and serves as co-trustee of Terra Firma 401K. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program sponsor partnerships and a mix of discretionary and non-discretionary asset management.

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.

Fred Farris is a financial advisor with Equitable Advisors, holding a Series 66 designation and possessing one year of industry experience. He previously worked at Stifel Independent Advisors, LLC for four years and has additional experience dating back to 2015. Outside of his advisory role, he is a licensed Notary Public in the State of Washington. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

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.

Cheryl Easterling is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 credential and four years of industry experience. She has been with Edward Jones since 2017 and previously worked in the food service and cleaning industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment products and advisory services, supported by a large national network of financial advisors and branch offices.

Dawn Miller is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in physical therapy administration and international education. Outside of her advisory role, she occasionally dog sits for friends. 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 and advisory services, supported by a large network of advisors and branch offices across the United States.

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.

Dane Lucero is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel for three years and has held positions at Terra Firma Wealth Management, Prairie Center, and Washington State University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed third-party managers.

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.