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.

Thomas Nowak is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Quantum Financial Planning LLC in Langley, WA. He has been with the firm since 2005. Nowak is also a published author on low-fee socially responsible and vegan investing, earning royalty income from his books. Quantum Financial Planning LLC provides financial planning and investment consultation to individuals, families, and small organizations, including retirement-plan advice and rollovers. The firm offers hourly, fee-for-service advice emphasizing long-term, diversified, tax-efficient, and low-cost investment strategies without ongoing discretionary management.

Jamie Low is a financial advisor at Palouse Capital Management, Inc. with 17 years of industry experience. He holds a Series 65 designation and has worked with Palouse Capital since 2025. In addition to his advisory role, he serves as a QuickBase Administrator for American Power Systems, LLC, a company specializing in DC power solutions. Palouse Capital Management provides discretionary investment management to individuals, corporations, pension plans, endowments, and foundations, as well as model-portfolio recommendations to other financial firms. The firm combines macro and cyclical analysis with fundamental research to create customized portfolios and offers a range of named strategies while managing both discretionary and model assets.

Stephen Guss is a financial advisor at Sound Investment Strategies, Inc. in Langley, WA, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Sound Investment Strategies since 2007. Sound Investment Strategies provides discretionary portfolio management and investment supervisory services to individuals, retirement and profit-sharing plans, trusts, estates, and corporations. The firm uses a combination of fundamental and quantitative analysis to tailor asset allocation and security selection according to each client’s risk tolerance, managing approximately $52.1 million in assets for around 97 clients.

Tom Puentes is an advisor at PeachCap Tax & Advisory, LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PeachCap since 2018, following prior experience at Kestra Private Wealth Services and Kestra Investment Services. Puentes serves on the boards of the Pacific Northwest Ballet and Seattle Opera. PeachCap Tax & Advisory, LLC is an SEC-registered firm with a team of six advisors managing approximately $147 million for individual and high-net-worth clients. The firm offers discretionary portfolio management, third-party adviser recommendations, and financial planning, utilizing diversified, model-based portfolios and a range of investment strategies.

Sean Bolen is a financial advisor at Simplicity Wealth with six years of industry experience. He holds the Series 65 credential and has worked previously at Leverage Planners Wealth Management and Financial Engines Advisors. Outside of his advisory role, Bolen is an owner and insurance agent involved in insurance sales through The Annuity Source. Simplicity Wealth serves individual and high-net-worth clients as well as other financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a model-driven, fund-of-funds investment approach and provides technology and operations solutions such as a Managed Account Program and asset management software platforms.

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.

Thomas Buckingham Jr. is a financial advisor at Wedbush Securities Inc. with 56 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he publishes a quarterly investment newsletter through 401K Planning Group, LLC dba Mulberry Communications. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across multiple asset classes and operates managed account and wrap fee programs alongside commission-based brokerage arrangements.

Michael Carter is a CFP® with 42 years of experience in financial advising. He has been with Money Concepts Capital Corp since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and account structures, employing model portfolios, third-party sub-advisers, and both fundamental and technical analysis.

Dustin Metcalf is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and Laurel Wealth Advisors, Inc. Outside of advisory roles, he was involved with Cashifornia Clothing Co. from 2019 to 2021. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, and charitable organizations through a network of approximately 452 advisors. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios using both internal management and third-party asset managers.

James Forsyth is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He holds Series 63 and Series 66 licenses. Forsyth is also the owner and president of James Forsyth, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Stephanie Gale is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is affiliated with Commonwealth Financial Network and Gale Investment Management, where she serves as Proprietor and President. Her career includes long-term roles at Commonwealth Financial Network since 2005 and managing her own investment advisory firm. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Blaine Shira is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and LPL Financial, as well as ownership of Shira Financial, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Randall Robichaud is a CFP®-certified financial advisor with six years of industry experience. He is currently with Equitable Advisors and previously worked at Edward Jones, ZeOmega Inc, and Healthwise Inc. Randall serves as a board member of the Mukilteo Chamber of Commerce, a nonprofit community business organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Michelle Padilla is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has previously worked at Merrill Lynch, Bank of America NA, and Opus Bank, accumulating nearly 15 years in the financial services sector. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles Hoover Jr. is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1991 and holds Series 63 and Series 66 designations. Outside of advisory work, he owns several rental properties and a family-owned mobile home park. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.