Olympia, WA Cooper Point Rd. NW Office

Matthew Lazaras is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Olympia, WA. His prior experience includes roles at Bank of America and Merrill Lynch from 2015 to 2019. Outside of his advisory work, he is involved with multiple business entities related to his LPL practice and holds a position as a non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and technology-based solutions.

Brian Kerrigan is a CFA® charterholder and Series 66-licensed financial advisor with 23 years of industry experience. He has worked with LPL Financial since 2006 and has been affiliated with Financial Advocates Investment Management since 2012. Kerrigan also operates Kerrigan Tax Management, providing tax preparation and accounting services. 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, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research and model portfolios.

Kerry Prichard is a financial advisor with LPL Financial in Olympia, WA, holding a Series 66 designation and 21 years of industry experience. He previously worked at Frank Russell Company for 23 years before joining LPL Financial in 2017 and Financial Advocates Investment Management in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kristen Fourtner is a financial advisor with LPL Financial in Olympia, WA, holding a Series 66 designation and with 20 years of industry experience. She has been with LPL Financial since 2008. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research supported by both internal and third-party sources.

Melissa Buttafoco is a financial advisor with LPL Financial in Olympia, WA, holding a Series 66 credential and with four years of industry experience. Prior to joining LPL Financial, she worked with Financial Advocates Investment Management and Financial Advocates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Terry Cleman is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 28 years of industry experience and has been with LPL Financial since 2013, as well as associated with Financial Advocates Investment Management since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.