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 been with Ameritas Investment Company, LLC since 2000 and joined Ameritas Advisory Services in 2021. Robbins also serves as a budget manager for the Washington State Department of Ecology, a role he has held since 1987. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management, financial planning, and retirement-plan advisory through a combination of model portfolios, third-party sub-advisers, and custom strategies.

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 serves a diverse client base including individuals, trusts, estates, and businesses through a variety of advisory programs and managed account offerings, emphasizing client-directed investment model selection and ongoing portfolio oversight.

Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement, she worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Life Insurance Company. Outside of her advisory role, she owns The Equine Bit Fitter, a business providing equine services focused on fitting bridles and bits for horses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Katheryne Mcmillan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She previously worked at Securities America Advisors and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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 held positions at Hexcel Corporation and was involved with the University of Utah and Stone Machine LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Julia Mcginnis is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 37 years of industry experience. She has worked at Cetera since 2014 and has held concurrent roles at HomeStreet Bank, J.P. Morgan Securities, and Chase Investment Services Corp. Cetera Investment Advisers LLC operates as a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

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, WA, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with Our Community Credit Union and Fred Meyer/Kroger. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 bringing 30 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she engages in the sale of fixed and long-term care insurance through Harrington Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment advisers. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 over 28 years of industry experience. He has been with LPL Financial since 2004. Mager serves as a board member for Our Community Credit Union in Shelton, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 Series 66-licensed financial advisor with Edward Jones, based in Shelton, WA. He has 16 years of industry experience and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over 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 and separately managed accounts, and operates under a fiduciary standard.