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 the President and CEO of Quantum Solutions, Inc., an independent advisory firm he has been with since 1995. He holds the ChFC® designation and Series 63 license, with 42 years of industry experience. Prior to his current role, he worked at Northwest Investment Advisors, Inc. and Signator Investors, Inc. Eshelman also has involvement in insurance sales and life settlement offerings. 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, often implementing strategies through third-party money managers without exercising discretionary trading authority.

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 designations with 11 years of industry experience. She has worked at Prentice Financial Planning since 2017 and previously ran an independent insurance business. Outside of advising, she owns a cookie-making business specializing in decorated sugar cookies. Prentice Financial Planning provides investment management, financial planning, and fiduciary services to individuals, trust and estate clients, and plan sponsors. The firm employs a long-term, globally diversified investment approach with tax-sensitive implementation and behavioral coaching, offering values-based portfolio options including ESG and ultra-conservative strategies.

Wendy Wyatt is a financial advisor at Prentice Financial Planning, LLC in Olympia, WA. She holds the Series 65 designation and has been with the firm since 2023. Prior to her work in financial advising, she has experience in various roles including at Boston Harbor Landscaping and Loveful Birth Services. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households as well as retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocations, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

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 19 years of industry experience, currently serving as an advisor at Prentice Financial Planning, LLC since 2017. His prior roles include positions at Columbia River Advisors, LLC and Bliss Investments LLC, as well as experience as an independent insurance agent. He is also a member of PTS Holdings, LLC, which owns the building housing his firm. Prentice Financial Planning is a team-based registered investment adviser serving individual and high-net-worth households and retirement plan sponsors. The firm employs a process-driven, long-term investment approach focused on optimized asset allocation, tax efficiency, and behavioral coaching, offering client-specific portfolio options including ESG and faith-based strategies.

Cassidy Stevick is a Series 65 licensed financial advisor with over 10 years of industry experience. He has worked at Columbia River Advisors since 2015 and has been affiliated with Prentice Wealth Management LLC since 2017. Cassidy also has a role at St. Martin's University beginning in 2015. Columbia River Advisors manages investment portfolios and offers financial planning and retirement consulting primarily for individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm uses internally developed model portfolios, supplements with third-party managers when appropriate, and manages accounts primarily on a discretionary basis.

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-licensed advisor with Kiley Juergens Wealth Management, LLC, based in Olympia, WA, having three years of industry experience. She has previously worked at OSAIC Wealth, Inc, Koha Health, and Sonamation. Outside of her advisory role, Carly coaches the girls’ soccer team at Olympia High School. Kiley Juergens Wealth Management provides comprehensive investment management and financial planning services for individuals, families, trusts, retirement plans, and charitable foundations. The firm employs a strategic and tactical asset allocation approach, managing 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 at Navy Federal Investment Services, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Hohimer Wealth Management. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm employs model portfolios managed by third-party portfolio managers and provides ongoing due diligence and account monitoring.

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.

Zale Crawford is a financial advisor with Commonwealth Financial Network based in Vancouver, WA. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Crawford has been associated with Pillar Financial Group, LLC since 2013 and continues to serve there alongside his role at Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to operate under their own brands within a comprehensive platform.

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.