Elizabeth Glazier

Joseph Matelich is a financial advisor at Physician Advising LLC in Newport, WA, with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including RoseCap Investment Advisors, LLC and Backroads. Matelich has been with Physician Advising LLC since 2017. Physician Advising LLC provides financial planning and discretionary investment management primarily to individuals, trusts, high-net-worth clients, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, managing client assets through recommended qualified custodians without taking custody of client funds.

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 at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and served in the United States Marine Corps for 20 years before transitioning to his current roles, which include insurance sales at Imagine Financial, LLC. AE Wealth Management is an SEC-registered investment adviser serving a broad client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Jamie Endicott is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Cetera, Endicott worked at Northwestern Mutual Investment Services LLC and Wells Fargo Bank, NA. Endicott also serves as a retirement plan specialist with Anderson, Foe, Kent, Madsen & Associates, LLC, providing qualified plan consulting and participant education. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, supported by a combination of advisor-managed accounts and firm-sponsored model portfolios.

Joshua Parke is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial and OSAIC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers various advisory services such as financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and third-party strategists.