Allen Robbins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Ameritas Investment Company, LLC since 2000 and serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Robbins is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Layne Bruner is a financial advisor with OSAIC based in Montesano, WA, holding a Series 66 license and seven years of industry experience. His prior roles include positions at Royal Alliance Associates, Edward Jones, and Harbor Investment Advisors. Outside of his advisory work, he is involved in insurance sales and service through a sole proprietorship. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services supported by advanced asset-allocation tools and access to third-party money managers.

Brandon Klinger is a financial advisor at Edward Jones with 13 years of industry experience. He holds a 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 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.

Kristen Rudy is a financial advisor with Edward Jones in Elma, Washington, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as Secretary for the McCleary PTA and is a Member at Large on the South Puget Sound Estate Planning Council board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and combines advisory services with affiliated capabilities such as a trust company and proprietary mutual funds.

Julie Randich is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2021. Prior to her advisory role, she was employed at Sipe Therapy Group and the Olympia School District. Outside of her advisory work, she serves as president of the Forest C. & Ruth V. Kelsey Foundation in Montesano, WA, where she manages grant and donation requests. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jacob Mager is a financial advisor with LPL Financial in Shelton, Washington, holding a Series 66 license and eight years of industry experience. He has worked at LPL Financial and Our Community Credit Union since 2018 and previously was employed at Fred Meyer/Kroger. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Olsen is a financial advisor with Edward Jones in Elma, WA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as a board member of the Grays Harbor Country Club in Aberdeen, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Lori Morgan is a financial advisor at Edward Jones in Shelton, WA, with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Poler is a CFP®-certified financial advisor with Edward Jones, where he has worked for 28 years. He holds Series 63 and Series 65 licenses and is based in Montesano, Washington. Outside of his advisory role, he has involvement in real estate ownership through BPK Holdings, Inc. and Tumble Creek Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and maintains a large nationwide network of advisors and branches, with approximately $1.01 trillion in assets under management.

Julia Poler is a financial advisor with Edward Jones in Montesano, WA, holding a Series 66 designation. She has approximately one year of industry experience, including previous roles at Edward Jones and other positions outside the financial sector. 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 programs and investment solutions, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Jennifer Carmer Hall is a financial advisor at Ameriprise with 35 years of industry experience. She holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Hall has been with Ameriprise and its affiliated entities since 1991. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

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.

Kamryn Morgan is a Series 66 licensed financial advisor with Edward Jones in Shelton, WA, where he has worked since 2023. He has three years of industry experience and previously spent nine years at Fenner, Inc. Morgan is also an assistant girls soccer coach at North Mason High School in Belfair, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and approximately $1.01 trillion in assets under management.

Mark Mager is a financial advisor with LPL Financial in Elma, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2004. He serves as a board member for Our Community Credit Union, a position he has held since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Rk Scott Davis is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously at Lendmark Financial (formerly Springleaf) from 2014 to 2018. Davis holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual investors, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.