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.

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.

Kaleigh Prentice is a financial advisor with Prentice Financial Planning, LLC in Olympia, WA, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. She has worked at LPL Financial and previously operated independent insurance and financial planning businesses. Outside of advising, she owns a decorated sugar cookie business. Prentice Financial Planning offers investment management, comprehensive and topic-specific financial planning, and retirement plan consulting for individuals, trusts, estates, and plan sponsors. The firm employs a long-term, globally diversified approach with tax-sensitive implementation and behavioral coaching, and provides values-based options such as ESG and portfolios aligned with religious guidelines.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA, holding a Series 65 credential with one year of industry experience. Prior to joining Prentice Financial Planning, she worked in landscaping and in birth services. Prentice Financial Planning offers investment management, comprehensive and topic-specific financial planning, and retirement plan consulting to individual households, trusts, estates, and plan sponsors. The firm employs a long-term, globally diversified investment approach with tax-sensitive implementation, behavioral coaching, and values-based options including ESG and faith-aligned portfolios.

Melissa Johnson is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds a Series 65 designation and has one year of industry experience. Johnson has been with Prentice Financial Planning since 2023. Prentice Financial Planning is a team-based registered investment adviser that serves individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach with an emphasis on tax efficiency, behavioral coaching, and client-specific portfolio options including ESG and faith-based strategies.

Andrew Prentice is a CFP® professional with 20 years of industry experience. He founded Prentice Financial Planning, LLC in 2017 and has held roles at several firms, including Columbia River Advisors and Prentice Wealth Management. He is also a one-third member of PTS Holdings, LLC, which owns the building housing his firm. Prentice Financial Planning provides investment management, financial planning, and retirement plan consulting services to individuals, trusts, estates, and plan sponsors. The firm employs a long-term, globally diversified investment philosophy with an emphasis on tax-sensitive implementation and behavioral coaching, offering values-based portfolio options such as ESG and portfolios aligned with United States Conference of Catholic Bishops guidelines.

Cassidy Stevick is a financial advisor at Columbia River Advisors in Olympia, WA, holding a Series 65 designation with 10 years of industry experience. Stevick has worked at Columbia River Advisors since 2015 and has been with Prentice Wealth Management LLC dba Prentice Financial Planning since 2017. In addition to advisory roles, Stevick has been associated with St. Martin's University since 2015. Columbia River Advisors provides investment advice and portfolio management primarily to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, private funds, and pooled investment vehicles. The firm employs customized asset allocations based on internally developed model portfolios and utilizes a buy-and-manage approach informed by multiple analytical methods.

Robert Heck is a CFP® with 12 years of industry experience. He has worked at Kiley Juergens Wealth Management, LLC since 2013 and became a co-owner in 2021. Prior to that, he was employed at Signator Investors, Inc. and OSAIC. Heck serves on the board of the Hands On Children's Museum and is involved with the Willamette University Alumni Association advisory board. Kiley Juergens Wealth Management, LLC offers discretionary and non-discretionary investment management, financial planning, and third-party model implementation for high-net-worth individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation, manager due diligence, and employs both discretionary rebalancing and flexible cash positions, managing about $2.2 billion in assets for nearly 3,000 clients.

Carly Sipe is a Series 66 credentialed financial advisor at Kiley Juergens Wealth Management, LLC with three years of industry experience. Prior to joining Kiley Juergens, she worked at OSAIC Wealth, Inc. and has held roles outside of finance, including coaching the girls' soccer team at Olympia High School. Kiley Juergens Wealth Management serves individuals, families, trusts, retirement plans, corporations, and foundations with discretionary and non-discretionary investment management, financial planning, and third-party model implementation. The firm employs a strategic and tactical asset allocation approach and manages approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

John Kiley III is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Signator Investors, Inc. Outside of financial advising, he serves as the head basketball coach at Olympia High School and is president of a nonprofit supporting Olympia basketball. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers retirement-plan fiduciary and administrative services.

Martin Juergens is a financial advisor with Kiley Juergens Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, OSAIC Wealth, Inc, and Signator Investors, Inc. Juergens is president of the Olympia Basketball Academy, a nonprofit organization involved in coaching and working with the local school district. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic and tactical asset allocation with discretionary rebalancing and offers various fiduciary and administrative services.

Timothy Hume is a Series 66-licensed advisor with eight years of experience, currently serving at Kiley Juergens Wealth Management, LLC. He previously worked at OSAIC Wealth, Inc. and has a 30-year background at HDR Engineering, Inc. Outside of his advisory role, he is an assistant basketball coach for Olympia High School. Kiley Juergens Wealth Management provides investment management, financial planning, and third-party model implementation for a diverse client base including individuals, families, trusts, and institutions. The firm focuses on strategic and tactical asset allocation with discretionary rebalancing and manages approximately $2.2 billion in assets for nearly 3,000 clients with a team of six advisors.

Jon Murdock is a financial advisor with Navy Federal Investment Services, LLC and holds the Series 66 designation. He has 11 years of industry experience, including seven years at Edward Jones and one year at Hohimer Wealth Management prior to joining Navy Federal. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm’s investment approach centers on managed advisory programs that utilize third-party portfolio managers and incorporates layered solutions such as unified managed accounts and tax or impact overlays.

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.

Michael Weinand is a CFP® professional with 33 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Weinand Financial, Inc., LPL Financial, LLC, and Kms Financial Services, Inc. Outside of financial advising, he is a commissioned notary. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

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.

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.