Robert Foretich is a financial advisor at Banner Investment Consultants with two years of industry experience. He holds the Series 63 designation and has worked at Wedbush Morgan Securities since 2009. Banner Investment Consultants provides advisory and consulting services primarily acting as a consultant and solicitor rather than a direct portfolio manager. The firm serves individuals, high-net-worth clients, employer retirement plans, trusts, and businesses through a non-discretionary approach, leveraging Envestnet’s platform and institutional portfolio managers for implementation and reporting.

Stefan Cobb is the sole partner of Focus Capital, LLC, an independent advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, managing research and investment portfolios for institutions, funds, and high-net-worth individuals since 1999. Focus Capital, LLC provides discretionary investment management and advisory services primarily to high-net-worth clients, businesses, trusts, and qualified plans. The firm combines macroeconomic, fundamental, quantitative, and technical analysis in an all-cap, all-style investment approach and sponsors a private pooled vehicle utilizing long-short strategies and derivatives for tactical positioning.

David Granger is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with The Retirement Solution LLC and has prior experience at Kestra Investment Services and Saturna Capital. Before entering financial services, he worked in various roles including at Pizza Hut and Bellingham Auto Auction. The Retirement Solution LLC provides comprehensive financial planning, investment management, and insurance assessments to a diverse client base including individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs model-based portfolio construction using mutual funds and ETFs, combining fundamental and technical analysis with strategic asset allocation.

Richard Anderson is a financial advisor with Royal Fund Management, LLC in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is also the owner of Sound Benefits Consulting, where he advises on pension regulations. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting through a disciplined investment approach that includes fundamental, technical, and cyclical analysis.

Parker Collins is a Series 66-licensed financial advisor at Commonwealth Financial Network with one year of industry experience. Prior to entering the financial sector, he worked at CharacterStrong for five years and held roles at the City of Renton and Whidbey Island Kayaking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Edward Sanchez is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management Inc, and Colonial Life Insurance. Outside of his advisory role, he serves as Vice President of Stilly Valley Little League, filling in for the president as needed. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing oversight while leveraging third-party discretionary managers and maintaining affiliations within the KeyCorp group.

Jeremy Mc Cullough is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding a Series 66 designation and five years of industry experience. Prior to joining D.A. Davidson, he worked at SaviBank for 15 years. Outside of his advisory role, he serves as a high school golf coach at Mount Vernon Christian School. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Reynaldo Gomez Rojas is a financial advisor with Empower Advisory Group holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jody Lease is a Series 66-licensed financial advisor with Commonwealth Financial Network, located in Mount Vernon, WA. She has 16 years of industry experience and has been with Commonwealth since 2009. In addition to her advisory role, she serves as an executor for a business partner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Lisa Benjamin is a financial advisor at Empower Advisory Group with a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for six years and spent 14 years at Tapestry/Coach before transitioning to financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kendra Dobbs is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2009. Prior to that, she worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a notary public. 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 operates under the Advisers Act fiduciary standard and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Steve Piccini is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses and is located in Burlington, WA. Outside of his advisory role, he acts as a personal representative for estate accounts, managing estate liquidation for clients. 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 fiduciary-based investment advice, comprehensive financial planning, and specialized services such as municipal advisory and private wealth management for high-net-worth clients.

Scott Elliott is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He has held his position at the firm since 2009 and holds Series 63 and Series 65 credentials. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

Brittany Parkhurst is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at SaviBank, The Grand Willow, Western Washington University, and La Conner Seafood & Prime Rib House. Outside of her advisory role, she serves on the board of the Mount Vernon Public Schools Foundation and works as a bartender at La Conner Seafood & Prime Rib House. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm follows fiduciary standards, provides a range of planning and investment services, and distinguishes itself by participating in municipal advisory and underwriting activities.

Kyle Reep is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with D.A. Davidson since 2009. Reep serves on several nonprofit boards and committees, including the Skagit Preschool & Resource Center and the YMCA of Skagit County, and is involved in community sports as treasurer of the Stanwood Cannons Legion Baseball. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advice with a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, distinguishing itself by also acting as a municipal advisor and qualified custodian.

William Goodman is a financial advisor at Edward Jones in Mount Vernon, WA, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for SPIE from 2012 to 2022. 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 supported by a large nationwide network of advisors and branch offices.

Aubrey Wilson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Aubrey worked at State Farm VP Management Corp and Renee Hyde Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Brandon Carter is a CFA® charterholder with 14 years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. His current role is based in Mt Vernon, Washington. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches involving private funds and real assets.

Amy Giddens is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Securities America Advisors and Kms Financial Services. Outside of her advisory work, she volunteers as a class parent and curriculum enhancement coordinator and serves on the PTA board at Richard Bennett Elementary School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, employing firm-provided tools and third-party platforms to construct and manage portfolios.

Marcus Stewart is a Series 66-credentialed financial advisor with Edward Jones, based in Mount Vernon, WA. He has three years of industry experience, including prior roles at Embold Credit Union and Equitable Advisors LLC. Before entering financial services, he held various positions with the City of Burlington and worked at Gonzaga University. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.