Noah May is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Stifel Independent Advisors for four years. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a range of services including financial planning, retirement plan consulting, investment management, brokerage, insurance, and M&A advisory, utilizing both proprietary strategies and third-party models.

Trina Whitten is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Benjamin F. Edwards & Company, Inc. and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit advocating for children in the foster system. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of advisory and brokerage services combining proprietary strategies and third-party models, with in-house equity and fixed income portfolios supported by quantitative and fundamental research.

Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She previously worked at Wells Fargo Advisors, LPL Financial, and Stifel Independent Advisors. In addition to her advisory role, she owns Columbia Crest Financial Advisors, a financial advising firm in Chehalis, WA. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through over 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

Silas Newkirk is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2026. Prior to that, he held roles at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory work, Newkirk teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm offers a range of investment management, financial planning, retirement consulting, and advisory services, employing proprietary and third-party strategies alongside in-house quantitative equity and fixed income portfolios.

Cecile Baggenstos is a financial advisor with \u0026Partners, holding a Series 66 designation and 21 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC for 14 years before joining \u0026Partners in 2024. Outside of her advisory role, she serves as the chair of the Pe Ell School Board. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

Donald Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he also serves in a supervisory capacity. Outside of his advisory work, Wilson is active with Rotary International as a local board vice president, participates as an elected board member of the Lewis County Tennis Association, and performs as a musician at various community events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party managers across various program structures and custodial relationships.

Devin Sume is a financial advisor with Equitable Advisors in Chehalis, WA, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with Equitable Advisors since 2016, including its predecessor AXA Advisors, LLC, from 2016 to 2020. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing a combination of in-house and third-party advisory solutions.

Kashif Khan is a financial advisor with Raymond James & Associates in Chehalis, Washington, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked at I-5 Toyota. Khan serves as a board director for the Visiting Nurses Foundation, where he assists with fundraising for local home health and hospice care. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Bruce Hansen is a Certified Financial Planner (CFP®) with 10 years of experience and has worked at Edward Jones since 2016. He is based in Chehalis, WA. Outside of his advisory work, Hansen serves as an assistant football coach for the freshman team at Centralia High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branches.

Catherine Cleveland is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked at firms including FIRST Allied Securities and Olympia CPA. Outside of her advisory role, she serves as chairman of the Twin Cities Rotary nonprofit and is a partner in Mauve Gaming. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Cindi Whiting is a Series 66 licensed financial advisor with Edward Jones in Rochester, WA, where she has worked since 2009. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.

Ryan Schopp is a financial advisor with Mass Mutual Investors Services in Winlock, Washington, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2020, and previously at The Prudential Insurance Company of America and PRUCO Securities from 2018 to 2020, as well as Country Capital Management Company from 2012 to 2018. In addition to his advisory role, he is licensed as an insurance agent for life, disability, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools and providing recommendations without discretionary authority.

Michael Bartoldo is a CERTIFIED FINANCIAL PLANNER™ professional with six years of experience at Edward Jones. Prior to joining Edward Jones in 2020, he served 16 years with the U.S. Air Force in the Western Air Defense Sector. Outside of financial advising, he is a part-owner of a part-time catering business, Stone Wood Fired Pizza, in Olympia, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Stuart Cavness is a financial advisor at Cetera with 11 years of industry experience and holds the Series 66 designation. He previously worked at First Allied Advisory Services and First Allied Securities. Cavness serves as a board member of the Lewis County Young Professionals and treasurer for both the Lewis County Economic Development Council and the SYC Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement various portfolio strategies across discretionary and non-discretionary structures.

Kevin Stottlemyre is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Securities America Advisors, Steward Partners Investment Solutions, and LPL Financial. He is also involved in insurance sales as an agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach supported by portfolio optimization tools and offers a broad range of brokerage and advisory services through a multi-advisor platform.

Steven Elder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior work includes roles at Thornburg Securities Corp and B.B. Graham & Co., Inc. He is affiliated with Fox and Bull Wealth Strategies, an investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of advisory and brokerage services.

John Lawrence is a financial advisor with Cetera, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. He is the successor trustee of the Lawrence Family Foundation and owns a tax preparation business alongside his advisory work. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program options.

Nathan Joyner is a CFP® credentialed financial professional with approximately three years of industry experience. He is currently affiliated with Cetera and also operates under Northwest Planning & Investments, LLC as a financial professional. His work history includes roles at multiple firms across financial services and other industries. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with numerous program options and affiliated partnerships.

Beryl Nacht is a Series 66-credentialed financial advisor with Edward Jones in Chehalis, Washington, with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.

William Radtke is a financial advisor with Edward Jones in Centralia, WA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved with the South West Washington Football Official Association, officiating 7-12 grade football games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Julia Gaul is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked for the Rochester School District for 18 years. Based in Centralia, WA, she has been with Edward Jones since 2021. 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.

Amanda Lenz is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 13 years of industry experience. She has previously worked at First Allied Securities, Inc. and currently serves as a partner at Northwest Planning & Investments, LLC. Lenz is also active in her community as a treasurer for Chehalis Little League and treasurer for the nonprofit organization Project Poppyseed. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Bruce Hansen is a financial advisor with Edward Jones in Chehalis, WA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he has involvement as an actor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Jeffrey Robertson is a CFP®-designated financial advisor with 43 years of experience, currently affiliated with Cetera since 2021. He has held prior roles at Raymond James Financial and Voya Financial Advisors, among others. Robertson serves as treasurer for the Twin Cities Rotary Foundation, maintaining financial records for the local nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary investment authorities.

Derek Burger is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of his advisory work, he is vice president of the United Way of Lewis County and is involved in local timber management and egg farming. 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 nationwide network of advisors and branch offices.

Robert Pehl is a financial advisor with Raymond James & Associates, holding a Series 63 designation and having 42 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of advising, he is a partner in a local investment business with his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment advisor serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

William Craig is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked at Linsco/Private Ledger since 2004. 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, third-party asset management, and institutional platforms.

Jenna Nacht is a financial advisor at Edward Jones in Chehalis, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for the Virginia Indigent Defense Commission for 12 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Suzan Elder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at Morgan Stanley, Merrill, Bank of America, and B.B. Graham & Co. She is also involved in Fox and Bull Wealth Strategies, an affiliated insurance agency. 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 services, including access to model portfolios, third-party asset managers, and institutional platforms.

Douglas Bradel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMC BANK NA since 2016 and was previously with Wells Fargo Clearing and Wells Fargo Investments from 2008 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate ESG criteria.

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.

Lynne Calvert is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Bryan Erickson is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has prior experience with Symmetry Financial Group and other businesses. Erickson is also a part owner of Northwest Restroom Trailers, where he assists with communication. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Reid Hamblet is a financial advisor with Mass Mutual Investors Services and holds a Series 66 credential. He has four years of industry experience, including previous roles at Edward Jones and the City of Olympia. Outside of his advisory work, Hamblet serves as an assistant baseball coach for a high school team and is a board member representing the Babe Ruth division for a youth baseball organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved software tools.