Caleb Lilly

James Johnson is a ChFC® and Series 66-registered financial advisor with 22 years of industry experience. He has been operating Sound Investment Strategies, Inc. since 2007 and is also licensed as an insurance agent. Sound Advisory Services Inc. provides investment advice primarily to individual clients by facilitating discretionary portfolio management through a third-party registered investment adviser, Gradient Investments. The firm focuses on client education, investment process oversight, and ongoing non-discretionary support without directly managing or custodying client assets.

Gerald Twenge is a financial advisor at Madison Avenue Securities, LLC with one year of industry experience. He holds a Series 66 designation and has worked concurrently at Riverside Financial LLC and Madison Avenue Securities since 2023. Outside of finance, he owns a drone photography business and is involved with Estate Gurus, providing clients guidance on trusts. Madison Avenue Securities serves a diverse client base including individuals, charitable institutions, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of investment advisory services and multiple account platforms, employing various analytical and allocation strategies.

Timothy Shilanski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services, Inc. since 2002. Prior to that, he was involved in non-variable insurance from 2012 to 2017. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using asset allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Phillip Faubert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Raymond James in 2026, he spent 12 years with Commonwealth Financial Network. Faubert is also the founder and president of Pacific Wealth Partners, a support company incorporated as an S-Corp in Wyoming. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, employing a range of implementation options and leveraging extensive affiliate resources to support municipal and institutional clients.

Ryan Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Lilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and an earlier tenure at LPL Financial. Outside of his advisory work, he owns a plant nursery business in Washington. 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 a large network of investment adviser representatives.