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, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked for AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

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.

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.

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.

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.

Robert Pehl is a financial advisor with Raymond James & Associates in Chehalis, Washington, holding a Series 63 credential and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of advising, he is involved with several investment-related business activities alongside his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers tailored, non-discretionary financial planning and consulting services, leveraging a variety of portfolio management styles and affiliated research.

William Craig is a financial advisor with LPL Financial based in Chehalis, WA. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He previously worked at Linsco/Private Ledger from 2004 to the present. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with services including both discretionary and non-discretionary management supported by research and technology.

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.

Douglas Bradel is a financial advisor with J.P. Morgan Securities in Chehalis, Washington, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities and JPMC Bank NA (Northwest) since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

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.

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.