Caleb Stephen Stapp

James Johnson is a ChFC® and holds a Series 66 license, with 23 years of industry experience. He has been affiliated with Sound Investment Strategies, Inc. since 2007 and also maintains a separate insurance practice. Sound Advisory Services Inc. serves approximately 160 individual clients by referring them to a third-party money manager, Gradient Investments, LLC, providing advisory services including account paperwork assistance and client reviews. The firm does not manage assets directly but focuses on matching client goals with third-party investment strategies and holds educational seminars open to the public.

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 worked at Raymond James Financial Services, Inc. since 2002 and was previously involved in non-variable insurance from 2012 to 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Phillip Faubert is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James in 2026. Faubert is also the founder and president of Pacific Wealth Partners, a support company incorporated as an S-Corp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

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 25 years of industry experience. His career includes prior roles at Ameriprise Financial Services, INC. and Edward Jones. Outside the advisory practice, he owns a plant nursery business in Washington. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using various discretionary and non-discretionary strategies.

Dennis Elrod Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he worked at upd8td.com for three years. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.