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.

Matthew Miller is a CFP® with 16 years of industry experience, currently serving as an advisor at Upleft Asset Management since 2018. Prior to joining Upleft, he worked at Hallett & Associates, P.S. from 2016 to 2018. Upleft Asset Management provides discretionary investment management and financial planning to individuals, trusts, estates, and charitable organizations. The firm manages approximately $54 million across about 50 clients, focusing on low-cost mutual funds and ETFs while incorporating individual stocks and bonds when appropriate, with an emphasis on individualized goal-setting and strategic asset allocation.

Joseph Fors is a financial advisor at FORS Financial with a Series 66 credential and 10 years of industry experience. He previously worked at Financial Advocates Investment Management and LPL Financial, LLC. Outside of his advisory role, Fors serves on the Board of Elders and Financial Committee for Independent Bible Church, owns a farm and agricultural business through Joseph Fors, LLC, and is president of the Peninsula Rodeo Association. FORS Financial serves individual and high-net-worth households, trusts, estates, foundations, employer-sponsored retirement plans, and charitable organizations by providing discretionary wealth management and financial consulting. The firm uses a diversified investment approach based on Modern Portfolio Theory and incorporates fundamental, technical, cyclical, and macroeconomic analysis.

Robert Zajkowski is a financial advisor at Upleft Asset Management in Port Angeles, WA, holding a Series 65 designation with one year of experience. His prior work includes twelve years at the Defense Intelligence Agency and three years at Research Innovations. He also serves as an instructor at Peninsula College. Upleft Asset Management provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $54 million across 50 clients, focusing on individualized goal-setting, strategic asset allocation, and portfolios primarily composed of low-cost mutual funds and ETFs.

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.

Kara Mitchell is a financial advisor at Advisor Share Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and previously worked at Horter Investment Management, Tucker Asset Management LLC, and Goldencrest Financial. Outside of her advisory role, she is president and owner of GoldenCrest Consulting, a lead generation and business consulting firm serving small business owners. Advisor Share Wealth Management serves individuals, professional investment advisers, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a platform that supports independent advisers with third-party manager selection and oversight, blending discretionary and non-discretionary management to align with client risk profiles.

Eric Schaefermeyer is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He has been with D.A. Davidson since 2008 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves as a board member of the Port Angeles Athletic Education Foundation, a nonprofit supporting local high school athletics. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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, and a private wealth program for clients with over $20 million in net worth.

Sean Simmons is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He has been with D.A. Davidson since 2017 and previously worked at Moss Adams LLP from 2014 to 2017. Simmons serves as a past president and board member of the Nor'Wester Rotary Club of Port Angeles, where he chairs the vocational committee. 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 from ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards for investment advice.

Jodi Kortman is a financial advisor with D.A. Davidson & Co. in Port Angeles, WA, holding a Series 66 designation and 25 years of industry experience. She has been with D.A. Davidson since 2008. Outside of her advisory role, she serves as a 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 operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Nicholas Anderson is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at the University of Washington and Cascadia College. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative tools to guide investment recommendations.

Kurt Anderson is a financial advisor at D.A. Davidson & Co. with 34 years of industry experience. He has been with D.A. Davidson since 2008 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Mark Lorentzen is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Key Investment Services LLC since 2017, including its predecessor entities and KeyBank NA. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs utilizing third-party managers and maintains committees to oversee product due diligence and program suitability.

Nathan Richardson Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2020. Prior to that, he spent over a decade at E.K. Riley Investments and First Allied Securities. In addition to his advisory work, he operates the Law Office of Greg Richardson, where he has practiced since 1980. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings.

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.

Anthony Sanders is a financial advisor at Edward Jones with six years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at Brothers In Arms Construction LLC and Resergo Inc., and had a brief tenure at Renaissance Consulting Group. Sanders serves as president of the Kitsap Scratch Bowlers Organization, where he assists with tournaments and leads board meetings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Katie Maeder is a financial advisor with Edward Jones in Port Angeles, WA, holding Series 63 and Series 66 licenses and having one year of industry experience. Her prior roles include positions 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 individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment solutions, including managed accounts, mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

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.

Bobby Du Bois is a financial advisor with Edward Jones in Port Angeles, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Susan Sanders is a financial advisor with Edward Jones in Port Angeles, WA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns a rental property in Sequim, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

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.

Earl Johnson is a financial advisor at EMP Wealth Management LLC in Port Angeles, WA, with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including LPL Financial, Principal Securities, Morgan Stanley, and Wells Fargo Advisors. Johnson is also an author and speaker, and serves as CEO and educator for EMP Financial Wellness, where he teaches financial competency to individuals, including Native American communities. EMP Wealth Management LLC is an independent firm with a single advisor that provides personalized wealth management services.