Earl Johnson is a financial advisor at EMP Wealth Management LLC with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at firms including Morgan Stanley and Principal Securities. Outside of advising, he is a speaker and author, and serves as CEO and educator at EMP Financial Wellness, focusing on financial competency education for individuals including Native Americans. EMP Wealth Management LLC is an independent investment adviser serving individuals, high-net-worth clients, small businesses, Indian Tribes, and charitable organizations. The firm offers discretionary investment management and written financial planning with a suitability-driven, diversified approach, and provides a specialized 3(21) ERISA advisory service for owner-only corporate retirement plans.

Timothy Martin is a CFP® and holds a Series 65 license with six years of industry experience. He has worked at Upleft Asset Management since 2026 and previously served five years at Hallett Advisors. Martin also served in the U.S. Marine Corps both on active duty and in the reserves. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm emphasizes long-term portfolio strategies using low-cost mutual funds and ETFs, complemented by fundamental and technical research and regular client communication.

Matthew Miller is a CFP® professional with 17 years of experience in financial advisory roles. He has worked at Upleft Asset Management since 2018, following prior positions at Hallett & Associates, SEI Investments Management Corp, Wells Fargo Clearing, and A. G. Edwards & Sons. Upleft Asset Management provides discretionary investment management and financial planning services primarily for individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term, research-driven approach using diversified mutual funds, ETFs, and selective individual securities, with a focus on ongoing client communication.

Joseph Fors is a financial advisor at FORS Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of advising, he serves on the Board of Elders and Financial Committee for Independent Bible Church, owns an agricultural business, and is president of the Peninsula Rodeo Association. FORS Financial is a two-advisor firm managing approximately $135 million across 240 client accounts, serving individuals, high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations. The firm provides discretionary wealth management and financial consulting, utilizing a diversified investment approach based on Modern Portfolio Theory and various analytic methods to construct portfolios including equities, fixed income, mutual funds, ETFs, and alternative investments.

Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation and beginning his advisory career in 2026. His prior experience includes roles at Research Innovations and the Defense Intelligence Agency. He also has a teaching position at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supported by ongoing portfolio supervision and personalized client contact.

Casi Fors is a financial advisor at FORS Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Advocates Investment Management and LPL Financial. Outside of advising, she serves on the financial committee for the Field Arts and Events Hall and is a licensed insurance agent. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, retirement plans, and charitable organizations with discretionary wealth management and financial consulting. The firm employs a diversified investment approach based on Modern Portfolio Theory and various analytical methods, managing approximately $135 million across 240 client accounts.

Jason Wilson is a financial advisor at Hallett Advisors with a Series 65 designation and four years of industry experience. He has been with Hallett Advisors since 2017 and previously worked at H&R Block and Redlion Hotels. Hallett Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm offers tailored portfolio management and consulting services using a mix of fundamental and technical analysis, with ongoing monitoring and periodic rebalancing.

Eric Schaefermeyer is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Schaefermeyer serves as a board member of the Port Angeles Athletic Education Foundation, a nonprofit organization supporting local high school athletics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Sean Simmons is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds the Series 66 designation and previously worked at Moss Adams LLP for three years. Simmons serves as a board member and chairs the vocational committee of the Nor'Wester Rotary Club of Port Angeles, where he is a past president. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charities, and corporations. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and a private wealth program for high-net-worth clients.

Jodi Kortman is a financial advisor with D.A. Davidson & Co. based in Port Angeles, Washington. She holds a Series 66 designation and has 26 years of industry experience, including 18 years with her current firm. Kortman is also a commissioned notary public for the state of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Nicholas Anderson is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 designation and has held roles at the University of Washington, Anthony's Homeport, Cascadia College, Nielsen Brothers Flooring, and Juanita High School. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Jazmin Salgado Obeso is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and six years of experience. Prior to joining D.A. Davidson, she worked at PetStop, Haggen, and Dollar Tree. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Kurt Anderson is a financial advisor with D.A. Davidson & Co. in Port Angeles, WA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 18 years with his current firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Mark Lorentzen is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank NA in previous roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment selection supported by advisory recommendations and ongoing monitoring, operating within the KeyCorp group and maintaining regulatory oversight and due diligence processes.

Nathan Richardson Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2020 and previously was with E.K. Riley Investments, LLC and First Allied Securities, Inc. He also operates the Law Office of Greg Richardson, where he has been active for over two decades. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third‑party asset management access, participant-level retirement advice, and institutional platforms, with a comprehensive approach supported by technology and oversight of substantial discretionary assets.

Samuel Christensen is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work includes roles at Cetera and State Bank of Southern Utah Financial Services. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Max Riddick is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry career in 2025. Prior to joining Edward Jones, he worked at Trupanion and Banfield Pet Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large national network of advisors and branch offices.

Katie Maeder is a financial advisor at Edward Jones in Port Angeles, WA, with one year of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Farmer Financial Solutions, Farmers Insurance, Farmers New World Life, Olympic Medical Physicians, and Bliss Salon Company. 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 including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Christina Goff is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Susan Sanders is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2013. She has 13 years of industry experience. Outside of her advisory role, she owns a rental property in Sequim, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Danielle Rivers is a CFP® professional with 12 years of industry experience. She has been with Edward Jones since 2015, based in Port Angeles, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Elizabeth Millar is a Series 66 licensed financial advisor with Edward Jones, based in Port Angeles, WA. She has eight years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment options through a nationwide network of more than 23,700 financial advisors.

Jennifer Ciarlo is a financial advisor with Edward Jones in Port Angeles, WA, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns a property management LLC in Port Angeles. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.