David Nute is a financial advisor with Creative Retirement Planning, Inc. in Sequim, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been with Creative Retirement Planning or its predecessor since 2002. Creative Retirement Planning, Inc. serves individuals—many retired or planning for retirement—small business owners, and higher-net-worth clients, offering retirement income and estate planning, portfolio management, insurance products, and mortgage brokerage services with a focus on reverse mortgages. The firm combines fee-based investment advice with insurance commissions and mortgage origination, using diversified portfolios and integrated income planning solutions.

Steven Mangiameli is a financial advisor at Sound Financial Center LLC with one year of industry experience. He holds a Series 65 credential and previously worked six years at the Port Angeles Academy of Music. In addition to his advisory role, he serves as an Enrolled Agent and Senior Tax Preparer at SFC Tax Service, a tax preparation and IRS representation business. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm combines investment management with integrated tax services through its affiliated tax-preparation practice and operates under a strictly fee-only model.

Joseph Mangiameli is a financial advisor with Sound Financial Center in Sequim, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Sound Financial Center since 2003 and also operates a tax preparation service primarily for his investment clients. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm uses a mix of investment vehicles and integrates tax preparation and advice into its services, operating on a strictly fee-only basis with a small team of three advisors.

John Mangiameli is a financial advisor at Sound Financial Center LLC in Sequim, WA, holding a Series 65 designation with two years of industry experience. He has worked at SFC Tax Service since 2024 and was previously employed at Guardian from 2020 to 2024. Outside of his advisory role, Mangiameli owns and operates Northside Consulting, LLC, which includes the Sequim Academy of Music where he teaches ukulele and guitar to children. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax-preparation services with investment advice, offering a fee-only model and using diversified investment approaches including ETFs and mutual funds to align with client risk tolerance.

Julie Scott is a financial advisor at Martel Wealth Advisors, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Kms Financial Services, Inc. for 20 years before joining Martel Wealth Advisors. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations by providing wealth management, comprehensive wealth planning, and pension consulting services. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives, and manages approximately $1.25 billion in assets.

Michael Mckenzie is a financial advisor at Calton & Associates, Inc. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Calton & Associates since 2019, following a 12-year tenure at Capital Financial Services, Inc. In addition to his advisory role, he has been an agent for various life insurance companies since 1981. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and employs multiple analytic approaches, combining fee-based and commissionable brokerage and insurance products through its dual registration as both a registered investment adviser and broker-dealer.

Teddy Lewis Jr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and two years of industry experience. He previously worked at Continental Sales & Marketing, Inc. for ten years and was self-employed for three years. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lisa Pierson is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She previously worked at Arbor Point Advisors and KMS Financial Services, Inc. Pierson serves as a deacon at Sequim Community Church and is a partner in a vacation rental venture. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing multiple program models and proprietary and third-party platforms to build and monitor client portfolios.

Rachel Scott is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. She holds a Series 66 designation and has been with Centaurus since 2008. In addition to her advisory role, she is president of V.S. Associates, Inc., where she manages marketing and accounting functions, and owns VSA Accounting Services, providing tax preparation and bookkeeping for individuals, small businesses, and estates. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Cyndi Kim is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked for the Department of Defense for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Theresa Alcayaga is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Edward Jones since 2016. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Abbott is a CFP® professional with 35 years of industry experience, currently serving at Edward Jones since 2017. Prior to this, he worked at Morgan Stanley Smith Barney for nine years. Outside of his advisory role, he is president of George Washington Inn LLC, a bed and breakfast and lavender farm in Port Angeles, WA, and serves as chairman of the board for the George Washington Society in Sequim, which hosts the Northwest Colonial Festival and other educational events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Heather Haasl is a financial advisor at Edward Jones with a Series 66 designation. She has one year of industry experience, including prior work with Heather Haasl PLLC and roles in behavioral health and municipal services. Heather’s background includes positions at the Center For Solace, Frontier Behavioral Health, and the City of Cheney. Edward Jones is a full-service wealth management firm serving individual and institutional clients with assets under management totaling approximately $1.01 trillion. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and maintains a large network of financial advisors and branch offices nationwide.

Paul Dillman is a financial advisor at Cetera with 23 years of industry experience. He holds the PFS™ and Series 66 designations. Prior to joining Cetera in 2025, he spent 16 years with Avantax Investment Services and has also operated P&L Financial Services Inc. and P&L Accounting & Tax Service, providing accounting and tax preparation services. Dillman serves as treasurer for Helping Neighbors Worldwide Ministries. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Derek Dion Lee is a financial advisor with LPL Financial in Sequim, WA, holding Series 63 and Series 65 credentials and having three years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Guardian Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Travis Berglund is a financial advisor with LPL Financial in Sequim, WA, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has been associated with both LPL Financial and Financial Advocates Investment Management since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Tylar Bauer is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 credentials and has four years of industry experience. He has been with J.P. Morgan Securities since 2021 and has also worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Julie Wakefield is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019, and previously was with Payant Wealth Management Group and Sagepoint Financial, Inc. from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tanner Keehn is a financial advisor at OSAIC with five years of industry experience and holds the Series 66 designation. He has worked with multiple firms, including Sagepoint Financial, Strait Financial Advice, and OSAIC. Outside of advisory activities, he is the founder of So Free Foods, Inc., where he leads product development efforts. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an investment approach that includes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment vehicles.

Kristopher Henrikson is a financial advisor with Edward Jones in Sequim, WA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Henrikson is involved in coaching basketball for middle and elementary school students and serves on the board of Citizens for Sequim Schools. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and is notable for its large network of advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Jason Berglund is a financial advisor with LPL Financial in Sequim, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Financial Advocates Investment Management and Pacific Lifestyle Homes. Outside of advising, he is involved in tax preparation and accounting through his business, JB Financial Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting with access to model portfolios and research from multiple sources.

Carrie Lyon is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory role, she is president of Carrie J. Lyon CPA PS, a tax preparation and accounting business she has managed since 1998. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary programs.

Bret Keehn is a financial advisor with OSAIC in Sequim, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Strait Financial Advice since 2003 and Sagepoint Financial, Inc. from 2002 to 2023. Outside of his advisory roles, he serves as a board trustee for the Sequim Sunrise Rotary Foundation. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides a range of brokerage and advisory services through its extensive network of affiliated advisors and employs various asset-allocation and portfolio management tools across multiple investment products.

Cheryl Easterling is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 credential and four years of industry experience. She has been with Edward Jones since 2017 and previously worked in the food service and cleaning industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment products and advisory services, supported by a large national network of financial advisors and branch offices.

Laura Robb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been affiliated with various Raymond James entities since 2015. Outside of her advisory role, she owns and manages Robb Wealth Management, where she builds clientele and provides investment advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Philip Trowbridge is a financial advisor at Edward Jones in Sequim, WA, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Amazon.com for three years. Outside of his advisory role, he serves as a director of Trowbridge Group, LLC, a private estate interests business involved in managing oil and gas royalties. 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 and 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.

Andrew Watkins is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked at LPL Financial since 2018, following roles at Summit Financial Group Inc. and Summit Brokerage Services Inc. Outside of advisory services, he is involved with Andrew Watkins & Associates, Inc., a business entity for tax and investment purposes. 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 adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.