Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His background includes service in the U.S. Navy from 1994 to 2017 and roles at Axa Advisors, LLC and Anchored Risk Management, LLC. He is also involved in licensed insurance activities through an affiliated entity, recommending commissionable life, disability, and long-term care insurance products. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating investment management through third-party advisers. The firm operates a non-discretionary, manager-of-managers model, focusing on building manager allocation plans and monitoring alignment with client objectives without taking custody of assets.

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.

Robert Toyer is the principal of Toyer Investment Advisors LLC in Arlington, WA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Outside of financial advising, he serves as a city councilman for Arlington and operates affiliated businesses providing tax preparation and insurance services. Toyer Investment Advisors LLC serves individual clients, including high-net-worth individuals, offering financial planning, portfolio management, and investment consultation without minimum asset requirements. The firm employs a blend of fundamental and technical analysis to construct portfolios using ETFs, equities, and fixed-income securities, utilizing both passive and active strategies aligned with clients' objectives and risk tolerances.

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.

Wendiguiata Ouedraogo is a ChFC® with four years of experience in the financial industry, currently serving at McIlrath & Eck, LLC since 2018. Prior to joining the firm, Ouedraogo worked at Speedi Shuttle, Albert Lee, Faso Grocerie Store, and JBC Product Management. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages customized portfolios using a mix of active and passive strategies based on Modern Portfolio Theory and offers client education through regular reviews and seminars.

Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.

Jacob Blukis is a CFP® with nine years of industry experience, currently serving as an advisor at McIlrath & Eck, LLC since 2017. Prior to this, he worked at Hewlett Packard Enterprise from 2015 to 2017. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm uses a combination of active and passive strategies guided by Modern Portfolio Theory and conducts regular portfolio monitoring and rebalancing, offering client education through periodic reviews and seminars.

Thor McIlrath is a CFP® professional with 23 years of industry experience, currently serving at McIlrath & Eck, LLC since 2007. He holds Series 63 and Series 66 licenses and practices in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and uses a combination of active and passive management guided by Modern Portfolio Theory, incorporating both fundamental and technical analysis in its customized portfolio strategies.

John Mckeon is a Series 66-credentialed financial advisor with Independent Financial Group, LLC, where he has worked since 2009. He has 19 years of industry experience and also operates McKeon Financial, a financial planning and insurance business. Outside of his advisory role, he is involved in raising and showing AKC-registered beagles through a family business and volunteers with Snohomish County Volunteer Search and Rescue as well as a local church safety team. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple advisory programs and third-party asset managers.

Tina Morand is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. She has seven years of industry experience, including roles at McKeon Financial, Rainier Title, and Al Robert State Farm. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, employing multiple advisory programs and third-party asset managers.

Alicia Sheppard is a financial advisor with Empower Advisory Group based in Arlington, WA. She holds Series 63 and Series 66 licenses and has five years of industry experience. Her prior work includes roles at Coastal Community Bank and Wells Fargo, where she spent seven years across their bank and clearing divisions. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm delivers services through an integrated platform aligned with Empower’s recordkeeping and administrative systems, offering point-in-time financial plans and optional managed account solutions.

Lawrence Meditz is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at KeyBank, Northwestern Mutual, and J.P. Morgan Securities. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and uses affiliated bank-developed models as part of its investment approach.

Jeffrey Campbell is a financial advisor at Key Investment Services LLC with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Key Investment Services since 2011. 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 operates primarily through non-discretionary, model-based wrap programs and partners with third-party managers, notably BNY Mellon Advisors, Inc., to implement investment strategies.

Alexander Martin is a financial advisor with Empower Advisory Group in Marysville, WA. He holds Series 63 and Series 66 licenses and has worked in the financial services industry since 2020, including positions at J.P. Morgan Securities LLC, Charles Schwab, Merrill Lynch, and Amazon.com, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Cheri Williams is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with Independent Financial Group since 2011 and has been associated with John McKeon & Associates since 2001. Outside of her advisory role, she is a 2% owner of McKeon Financial, a marketing DBA related to her work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment platforms and third-party managers.

Angela Lane is a Series 66-licensed financial advisor with Edward Jones in Arlington, WA. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Cary Atlas is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Scott Faries is a financial advisor at Edward Jones in Marysville, WA, holding a Series 66 designation with three years of industry experience. He has prior experience at Bank of America and Merrill Lynch, each from 2018 to 2024, as well as earlier roles in various industries. Outside of his advisory work, he is an author of children's fantasy books published through Christian Faith Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of over 23,000 advisors and is notable for its large retail footprint and affiliated capabilities beyond advisory services.

Taylor Aitken is a Series 66-licensed financial advisor with Edward Jones, based in Marysville, WA, where he has worked since 2018. He has seven years of industry experience and previously held positions at AMP Security, Fitness International LLC, Vantage Marketing, and Northwest Nazarene University. Outside of his advisory role, he serves on the board of a neighborhood homeowners association and coaches CrossFit classes in Lake Stevens. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Sophia Dalton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Master Brand Institute for two years and was self-employed for three years. She also spent time as a freelance yoga instructor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.