Joseph Matelich is a financial advisor with Physician Advising LLC in Newport, WA, holding Series 63 and Series 65 credentials. He has nine years of industry experience, including prior roles at RoseCap Investment Advisors and Backroads. Since 2017, he has been with Physician Advising LLC in various capacities. Physician Advising LLC provides financial planning and discretionary investment management to individuals, high-net-worth individuals, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, managing diversified portfolios primarily with index mutual funds and ETFs.

Iliana Reinhardt is a financial advisor at Reinhardt Consulting with one year of industry experience. She holds a Series 65 designation and has prior experience at Saltbox Financial LLC and Wholehearted Bookkeeping. Reinhardt Consulting provides written financial plans and non-discretionary investment advisory services primarily to individuals and families. The firm also offers paid tax filing and accounting services, technical assistance for digital assets, and periodic educational seminars, using a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

Marilee Stephens is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and 32 years of industry experience. She previously worked at First Financial Equity Corporation for 11 years before joining her current firm in 2022. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Andrew Dibble is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He served in the United States Marine Corps for 20 years before beginning his advisory career. Additionally, he is involved with Imagine Financial, LLC in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by a high client-to-advisor ratio and a platform-focused approach.

Ryan Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Lilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes prior roles at Ameriprise Financial Services, INC. and Edward Jones. Outside the advisory practice, he owns a plant nursery business in Washington. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using various discretionary and non-discretionary strategies.

Elondra Jenkins is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Her career includes roles at Edward Jones, Global Credit Union, Primerica, and Bank of America. She has had limited involvement as a distributor for Young Living Essential Oils. 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 large nationwide network of financial advisors and branch offices.

Jael Stebbins is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Packard Wheeler Succession and Spokane County Building and Planning. Her background also includes five years at Cardon Outreach/MedData 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 a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Caleb Lilly is a financial advisor with LPL Financial in Deer Park, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2013, with a five-year period at Ameriprise Financial Services from 2018 to 2023. Caleb is also commissioned as a notary in Washington. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Garrett Boyer is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he has work experience in industries including electrical services, landscaping, and logistics, as well as a nine-year tenure with Youth With A Mission. 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 other institutions through a large network of investment adviser representatives.

Joshua Parke is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024, following prior roles at OSAIC and SagePoint Financial. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Caleb Stapp is a financial advisor with LPL Financial, holding a Series 66 credential and possessing six years of industry experience. His prior work includes roles at Edward Jones and the City of Deer Park. Outside of his advisory work, he is involved with Deep Creek Financial Planning under a DBA associated with his LPL business. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.