Holli Howatson is a financial advisor at Woodland Wealth Advisors with 19 years of industry experience. She holds a Series 65 designation and has worked at her current firm since 2023. Prior to that, she was retired and spent a year affiliated with The Olympia Yacht Club. Woodland Wealth Advisors is a registered investment adviser that provides discretionary portfolio management primarily to individual clients. The firm employs an income-oriented investment approach that combines long-term stock and ETF holdings with covered-call and related options strategies to generate premium income while seeking capital preservation.

James Howatson is a financial advisor at Woodland Wealth Advisors with a Series 65 designation and no prior industry experience. Before entering the financial field, he served in the United States Coast Guard Reserves for 31 years and worked with the Tacoma Police Department for 32 years. He has been retired since 2017. Woodland Wealth Advisors provides discretionary, individually tailored portfolio management primarily for individual clients, focusing on long-term equity and ETF core holdings combined with options strategies to generate income and seek capital preservation. The firm manages a small, concentrated client base, allowing for more individualized oversight and employs a disciplined investment process with quarterly account reviews.

Martha Brown is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Planmember Securities since 2014 and operates a pharmacy discount program through Integrity RX/Dollarwise RX.com. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Gary Pollock is a CFP® with 34 years of industry experience, currently serving at SPC. He has worked at Parkland Securities, LLC since 2014 and has been with Sigma Planning Corp. since 2002, alongside a long tenure at Midland National Life Insurance starting in 1985. Outside of his advisory roles, he served as president of BEST Dollars for Scholars, a nonprofit providing scholarships to local high school seniors. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a service model that includes discretionary management, co-advisor arrangements, and formal succession protocols.

Joseph Murray is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been involved with Northwest Advisor Group LLC and Planmember Securities Corporation since 2013. Outside of finance, he operates a metal building distribution business. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its Asset Allocation Portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

Rachel Johnson is a Series 66-licensed financial advisor with nine years of industry experience, currently affiliated with LPL Financial in Eatonville, WA. Her prior work includes roles at First Command and Harborstone Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other 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 over 22,800 advisors.