Austin Goddard is a Series 65-licensed financial advisor with 19 years of industry experience. He is the principal of Taylor Goddard Investments in Yelm, WA, and has prior experience at Tempus Investment Corp and Stock Management LLC. Goddard also owns Automation LLC, a business providing back-office software and scheduling services to RIA firms, charter fishing operations, and the hospitality industry. Taylor Goddard Investments offers discretionary investment advisory services to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a fundamental screening process based on Value Line data combined with technical analysis to manage portfolios that include equities, ETFs, mutual funds, and bonds.

Carl Eshelman is a financial advisor with Quantum Solutions, Inc. in Lacey, WA, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience and has been with Quantum Solutions since 1995. His background includes roles at Northwest Investment Advisors, Inc. and Signator Investors, Inc. Quantum Solutions provides investment and comprehensive financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. The firm emphasizes coordinated written plans, diversified asset allocation models, and pension consulting as part of its service offerings.

Thomas Mclean Jr. is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Advitica Financial Planning LLC. He has worked at Advitica since 2018, following prior roles at Vestory, LLC and NR Smith and Associates, PS. Advitica Financial Planning LLC offers fee-only investment management and financial planning services to individuals, families, and personal representatives. The firm employs an evidence-based investment approach focused on diversified portfolios using no-load mutual funds and ETFs, emphasizing asset allocation, tax-sensitive strategies, and investor education through seminars and workshops.

Rebecca Stapp is a Series 65-licensed financial advisor with nine years of industry experience. She has been affiliated with Stapp Wealth Management, PLLC since 1998. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing discretionary portfolios based on five risk-based model strategies that incorporate technical and cyclical analysis with occasional short-term trading.

Kelli Denney is a financial advisor at Armour Wealth Advisors, LLC with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Ragnar Wealth Management, GK Capital Partners, and Morgan Stanley. Armour Wealth Advisors provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, estates, and other business entities. The firm’s investment approach focuses on a disciplined, behaviorally-informed process with an emphasis on capital preservation, diversified portfolios primarily constructed from mutual funds and ETFs, and incorporates client-directed ESG preferences when requested.

Gregory Stapp is a CFP® and PFS™ credentialed financial advisor with 27 years of industry experience. He has been with Stapp Wealth Management, PLLC since 1998, where he is one of three advisors at the firm. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm combines discretionary portfolios based on risk-based models with integrated tax preparation and planning, utilizing a blend of technical and cyclical analysis alongside traditional research.

Thomas Stapp is a CFP® professional with five years of industry experience, currently serving as an advisor at Stapp Wealth Management, PLLC since 2017. Prior to his advisory role, he spent 17 years at Baylor University. Stapp Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, including retirement accounts. The firm offers integrated tax preparation and planning alongside portfolio management, utilizing risk-based model strategies that combine institutional funds with technical and cyclical analysis.

Samuel Armour is a CFP® with eight years of industry experience, currently serving as an advisor at Armour Wealth Advisors, LLC. He previously worked at Ragnar Wealth Management and various Armour-related firms. Outside of his advisory role, he offers trustee services through an affiliated company, Armour, Inc. Armour Wealth Advisors, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and business entities, managing approximately $110 million in assets. The firm employs a disciplined, behaviorally-informed investment approach focused on capital preservation and risk management, utilizing diversified portfolios composed primarily of mutual funds and ETFs.

Ao Vang is a Series 66-licensed financial advisor at Capstone Investment Group with nine years of industry experience. He previously held positions at Global Asset Management, RBC Capital Markets, and Fidelity Brokerage Services. Capstone Investment Group serves a diverse clientele including high net worth individuals, ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a blend of fundamental and technical research, incorporating artificial intelligence in its investment models while allowing advisor discretion, and offers a range of strategies and investment vehicles including ETFs, mutual funds, structured notes, and alternatives.

Bryan Pettit is a financial advisor at Capstone Investment Group with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Purshe Kaplan Sterling Investments and Cuso Financial Services. Outside of his advisory role, Pettit coaches soccer and serves as a youth pastor, leading praise and discipleship activities. Capstone Investment Group serves individual clients, high net worth households, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of fundamental and technical research along with artificial intelligence to support both tactical and buy-and-hold investment strategies across a diverse range of instruments.

Jonathan Leymaster is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Northwestern Mutual, where he worked from 2006 to 2024. He volunteers with the Ronald McDonald House charitable organization. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical research with artificial intelligence tools to implement both dynamic and buy-and-hold investment strategies.

Donna Monda is a CFP® professional with 11 years of industry experience, currently serving at Capstone Investment Group, a team firm with seven advisors. She previously worked for KG Advisors, Inc./Nancy C. Nelson & Associates for 31 years. Outside of her advisory role, Monda is involved in family-owned real estate LLCs. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a combination of fundamental and technical research with artificial intelligence in its investment approach, employing both dynamic and buy-and-hold strategies across a wide range of investment vehicles.

Sandra Drennon is an advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Capstone since 2008, including through its prior form, McClelland Drennon Asset Management, and has worked at firms such as Private Client Services and Purshe Kaplan Sterling Investments. Outside of her advisory role, she is a managing member of 17SEVEN, LLC, a short-term rental business. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a combination of fundamental and technical research, including artificial intelligence tools, to implement dynamic and buy-and-hold investment strategies across a variety of instruments.

Travis Bator is a financial advisor at Capstone Investment Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, Inc. and Harbour Management, LLC. Outside of advising, Bator is a firearms safety instructor and operates a law practice focused on business formation and limited estate planning. Capstone Investment Group serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a combination of fundamental and technical research along with artificial intelligence in its investment strategies, offering discretionary portfolio management, financial planning, and retirement-plan advisory services.

Jeffrey Wachtman is a financial advisor at Capstone Investment Group with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Proactive Financial Services, Inc. since 1999. Outside of his advisory work, he serves as Director of the Connections Ministry at the Church of Living Water Yelm, where he oversees volunteer teams and leads Financial Peace University classes. Capstone serves individual clients, including high net worth households, as well as ERISA pension and profit-sharing plans, corporations, and charitable organizations. The firm’s investment approach integrates fundamental and technical research with artificial intelligence to implement both tactical and buy-and-hold strategies across a broad range of investment vehicles.

Yu Li is a Financial Advisor at Merrill Lynch Wealth Management. With 12 years of experience in the industry, Yu has managed a range of investments including private placement funds, municipal bonds, upstream oil and gas drilling programs, and real estate development projects. Yu applies deep knowledge of investment and business operations to daily strategy development, focusing on analysis across different industries and company evaluations. Yu's expertise covers family wealth planning, corporate cash flow management, and tax efficiency in investments. Areas of client focus include divorce transition planning, employee benefits planning, family wealth management strategies, institutional investment consulting, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Yu provides number-driven investment advice to develop customized strategies tailored to clients' unique financial goals. Yu holds a Master's Degree in Engineering from Saint Martin's University and holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Yu is fluent in English, Chinese, Mandarin, and Wu, and is affiliated with Merrill Lynch Wealth Management. Personal interests include reading, scuba diving, table tennis, traveling, and woodworking.

Andrew Hooper is a financial advisor with Eagle Strategies (NY Life) based in Olympia, WA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include work with New York Life Insurance Company and Nylife Securities, and he is involved in several business ventures including blacksmith tools manufacturing and leading an obstacle course racing social media group. Hooper also serves as Chairman of the Board at Summit Pacific Medical Center. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Ransen Lat is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, and compliance support, while advisors have discretion to construct portfolios from a wide range of securities and insurance products.

Brett Boyer is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior roles include positions at Commonwealth Financial Network, Weinand Financial, and Edward Jones. He is also involved in fixed insurance sales alongside his advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, supporting a variety of investment platforms and serving some of the largest institutional investors.