Amanda Short

William Beezley is a financial advisor at Olympic Financial Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Olympic Financial Advisors since 2016. Prior to this, he worked at East Jefferson Fire Rescue for nine years. Olympic Financial Advisors provides investment management and financial planning services to individuals, foundations, nonprofits, and corporate clients. The firm’s approach combines fundamental issuer analysis with a passive, asset-allocation strategy using index funds and ETFs, emphasizing long-term allocation and serving a notable mix of charitable organizations.

Richard Keppler is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Redhawk Wealth Advisors, Inc. for four years and has been associated with Alliance Fund Distributors, Inc. since 1995. Outside of his advisory role, he is an independent insurance agent. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, and offers investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual security recommendations.

Aaron Lucero is a financial advisor with Stifel Independent Advisors, LLC, holding CFP® and ChFC® designations and possessing 26 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Stifel Independent Advisors in 2022. Outside of his advisory role, Lucero serves as a board member of the Coupeville Historic Waterfront Association and coaches fastpitch softball for the Coupeville School District. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process utilizing proprietary market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Kurt Heyduck is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Stifel Independent Advisors in 2022. Heyduck is also a 20% owner of Terra Firma Wealth Management, where he dedicates time outside of securities trading hours. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s approach includes collaborative financial planning using proprietary capital market models and provides a range of discretionary and non-discretionary portfolio management options.

Fred Farris is a financial advisor with Stifel Independent Advisors, LLC in Coupeville, WA. He holds the Series 66 designation and has one year of industry experience. Outside of advisory work, he is a commissioned Notary Public in the State of Washington. Stifel Independent Advisors serves a broad range of clients including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary modeling and a collaborative planning process to provide tailored asset allocation recommendations.

Dane Lucero is a financial advisor at Stifel Independent Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Terra Firma Wealth Management and Prairie Center. Lucero’s background also includes roles outside the financial sector, including experience at Washington State University and Penn Cove Farms. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary market assumptions and probabilistic modeling to create tailored asset allocation recommendations.