James Swanson is a financial advisor at JRS Investments and Wealth Preservation, LLC with 23 years of industry experience. He has held his current role since 2008 and previously worked at Kaplan Financial for 20 years. He holds Series 63 and Series 65 licenses. JRS Investments and Wealth Preservation provides portfolio management and advisory services to individuals, trusts, and small businesses, serving both non-high-net-worth and high-net-worth clients. The firm employs a fundamental, client-specific approach and offers a broad range of investment options, typically managing accounts on a discretionary basis.

Wayne Lockwood is a CFP® with 30 years of experience in the financial industry. He has been with Zacks Investment Management, Inc. and affiliated firms since 2006. Lockwood is also a licensed insurance agent in Washington and California, though he is no longer actively soliciting insurance sales. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm combines quantitative and qualitative analysis through proprietary models, offering a wide range of strategies and serving both direct clients and third-party advisers.

Bradley Miller is a financial advisor with Eagle Strategies (NY Life) based in Shelton, WA, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Miller serves as a board member of the Great Bend Center for Music and is an officer with the Salish Sea Rotary of Mason County, both community organizations focused on local engagement. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, institutional clients, and plan sponsors. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Brittany Depoe is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience with the Developmental Disabilities Administration at DSHS. In addition to her advisory role, she operates Brittany Depoe LLC, an insurance brokerage focused on Medicare insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies through a platform serving over 127,000 clients.

Gina Drew is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Key Investment Services since 2010. Outside of her advisory role, she is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services serves a diverse client base including individuals, trusts, estates, and businesses through a variety of advisory programs and managed account offerings, emphasizing client-directed investment model selection and ongoing portfolio oversight.

Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement, she worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Life Insurance Company. Outside of her advisory role, she owns The Equine Bit Fitter, a business providing equine services focused on fitting bridles and bits for horses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Katheryne Mcmillan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Securities America Advisors and OSAIC. 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 retirement consulting, using both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Walker Stinson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Hexcel Corporation and was involved with the University of Utah and Stone Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Jacob Mager is a financial advisor with LPL Financial in Shelton, WA, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with Our Community Credit Union and Fred Meyer/Kroger. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sarah Keister is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as president of Great Expectations of Kindness, a nonprofit group that raises funds for various 501(c)(3) organizations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers 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.

Nathaniel Taylor is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at DevNW and operating his own self-employed business. He previously worked in the food service industry at Ritta's Burritos. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

Karen Sullivan is a financial advisor with Edward Jones in Shelton, Washington. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

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.

Elizabeth Mc Cullough is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Her prior experience includes roles with the State of Washington and Red Robin Gourmet Burgers, as well as a study abroad program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Stefanie Dantinne is a financial advisor with Edward Jones, holding a Series 66 designation and 9 years of industry experience. She has been with Edward Jones since 2007. 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 under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Kirk Mandlin is a financial advisor with Edward Jones in Olympia, WA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Edward Jones in 2017. Outside of his advisory role, Mandlin is involved in authorship through a holding company that produces materials aimed at helping financial advisors succeed, and he serves as a director for a nonprofit church organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Eric Thompson is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Shelton, WA. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.