Bradley Miller is a financial advisor with Eagle Strategies (NY Life) based in Shelton, WA, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at New York Life Insurance Company and Nylife Securities LLC. Miller serves as a board member of the Great Bend Center for Music and is an officer with the Salish Sea Rotary of Mason County, both community organizations focused on local engagement. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, institutional clients, and plan sponsors. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Brittany Depoe is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience with the Developmental Disabilities Administration at DSHS. In addition to her advisory role, she operates Brittany Depoe LLC, an insurance brokerage focused on Medicare insurance. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies through a platform serving over 127,000 clients.

Allen Robbins is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with Ameritas Investment Company, LLC since 2000 and serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Robbins is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Gina Drew is a financial advisor at Key Investment Services LLC with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Key Investment Services since 2010. Outside of her advisory role, she is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates with KeyCorp affiliates to provide a range of investment and advisory capabilities.

Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Securities. Outside of finance, she owns The Equine Bit Fitter, a business specializing in equine services such as fitting bridles and bits for horses. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Katheryne Mcmillan is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Securities America Advisors, Inc. for 15 years and has held positions at OSAIC and Brecek & Young Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who use a range of strategies including discretionary and non-discretionary approaches.

Walker Stinson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Hexcel Corporation and held roles at the University of Utah and Stone Machine LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and affiliated services, managing approximately $1.01 trillion in assets.

Julia Mcginnis is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked with multiple firms including Homestreet Bank, J.P. Morgan Securities, Chase Investment Services Corp, Merrill, and Banc of America Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of program platforms and third-party money managers.

Kristen Rudy is a financial advisor with Edward Jones in Elma, Washington, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as Secretary for the McCleary PTA and is a Member at Large on the South Puget Sound Estate Planning Council board. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and combines advisory services with affiliated capabilities such as a trust company and proprietary mutual funds.

Jacob Mager is a financial advisor with LPL Financial in Shelton, Washington, holding a Series 66 license and eight years of industry experience. He has worked at LPL Financial and Our Community Credit Union since 2018 and previously was employed at Fred Meyer/Kroger. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Olsen is a financial advisor with Edward Jones in Elma, WA, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as a board member of the Grays Harbor Country Club in Aberdeen, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Sarah Keister is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as president of Great Expectations of Kindness, a nonprofit group that raises funds for various 501(c)(3) organizations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Lori Morgan is a financial advisor at Edward Jones in Shelton, WA, with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Sullivan is a financial advisor with Edward Jones in Shelton, Washington. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 14 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Deatra Harrington is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Cetera Investment Services LLC from 2005 to 2007. In addition to her advisory role, Harrington engages in selling fixed, non-variable insurance products and long-term care insurance as part of her financial planning services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and 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 advisers and various operational tools.

Kamryn Morgan is a Series 66 licensed financial advisor with Edward Jones in Shelton, WA, where he has worked since 2023. He has three years of industry experience and previously spent nine years at Fenner, Inc. Morgan is also an assistant girls soccer coach at North Mason High School in Belfair, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and approximately $1.01 trillion in assets under management.

Mark Mager is a financial advisor with LPL Financial in Elma, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2004. He serves as a board member for Our Community Credit Union, a position he has held since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Stefanie Dantinne is a financial advisor with Edward Jones, holding a Series 66 designation and 9 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rk Scott Davis is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2018 and previously at Lendmark Financial (formerly Springleaf) from 2014 to 2018. Davis holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual investors, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Eric Thompson is a CFP® and holds a Series 66 license with 17 years of experience, all of which have been at Edward Jones since 2009. He is based in Shelton, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.