Shai Weinbaum is the sole advisor at Shai Weinbaum Investment Management in Poulsbo, WA, holding a Series 65 designation with five years of industry experience. He has operated his independent firm since 2013. The firm provides discretionary investment management services primarily to individual clients, high-net-worth individuals, and small businesses. It customizes portfolios based on bottom-up fundamental analysis focused on intrinsic value and long-term outperformance, avoiding margin, debt, derivatives, and technical or cyclical analysis.

Marilyn Miller is a financial advisor with Federal Benefits Advisors in Poulsbo, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior work includes roles at OnPointe Advisory and Financial Services, Aspen Financial Management, Sterling Financial Services, and OSAIC. She also teaches seminars and prepares individual benefit analysis reports for federal employees and the general public. Federal Benefits Advisors serves primarily federal and state employees, providing financial planning, education on government benefits, and advice related to sub-advisor mutual funds in variable annuities. The firm offers tailored, non-discretionary advice, conducts periodic account reviews, and refers clients to independent third-party money managers for investment management.

Ivan Jevremovic is a financial advisor at Illumine Investment Management, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at Illumine Investment Management since 2016, with a break during 2016 to 2021 when he was at CS Planning Corp. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management along with integrated financial planning. The firm uses a quantitatively driven investment approach based on proprietary multi-factor models and a disciplined asset-allocation framework tailored to client objectives and risk tolerances.

Dexter Wadsworth is a financial advisor at West Ridge Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Udall CPA Group, GDM Private Financial Solutions, and PWS. Outside of advising, he teaches and tutors CPA prep courses through Universal CPA Review. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm manages approximately $396 million in assets and emphasizes global diversification, tax efficiency, and low-cost investment vehicles.

Kylee Nemeth is a CFP® and holds a Series 66 license with two years of industry experience. She is affiliated with Commonwealth Financial Network and has previously worked at Olympic NW Advisors, Kitsap Bank, and 1st Choice Savings and Credit Union. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options, while providing back-office services such as trading, reporting, and custody.

Ryan Risch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2025, he worked at Wealth Solutions...By Design, LLC, Saxony House Furniture, New York Life, and Cigna. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving nearly 2,900 affiliated advisors and hundreds of thousands of clients nationwide, managing approximately $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

Jeffrey Harvey is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been associated with Principal Life Insurance Company and Principal Securities Inc. since 2011. Harvey also serves as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nathan Walters is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at Commonwealth Financial Network, LPL Financial, and ownership of Walters Wealth Management LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and large institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

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.

Christian Drew is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Key Investment Services since 2016. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based portfolio management and multiple wrap-fee programs, utilizing a multi-provider platform and integration with KeyCorp affiliates for due diligence and advisory services.

Emma Brezler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth and Wealth Solutions...By Design, she spent several years involved in education at George Fox University and Olympic College. Her background also includes homeschooling over a 13-year period. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michelle Padilla is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America NA, and Opus Bank. 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 nationwide network of financial advisors and branch offices.

Jason Wright is a CFP® with nine years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he worked at Edward Jones for nine years. He is involved with Wright Wealth Partners, a related business entity connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and institutional platforms.

Michael Guizzetti is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He has worked at Thrivent since 2013 and previously spent two years with Edelman Financial Engines. Guizzetti holds Series 65 and Series 63 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services through its WealthPlan program while keeping these services separate.

Kristine Booth is a financial advisor with Ameriprise in Poulsbo, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Ameriprise since 2022 and previously was employed at Carters Osh Kosh from 2019 to 2023. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Deborah Tanner is a Series 66 licensed financial advisor with Edward Jones, based in Kingston, WA. She has 14 years of industry experience and has been with Edward Jones since 2011. Deborah is also a co-owner and property manager of a rental property in Butte, MT. 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.

Clinton Boxman is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he serves as a past president of the Kingston-NK Rotary Club and is involved with the Greater Kingston Chamber of Commerce. Ameriprise provides retirement-income planning services for individuals approaching or in retirement who meet specific asset thresholds, delivering written, non-discretionary recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a wide range of advisory, brokerage, and insurance solutions through affiliated companies and utilizes a combination of research, modeling, and algorithmic automation overseen by a Retirement Income Oversight Committee.

Connor Smith is a Series 66 licensed financial advisor with Edward Jones in Poulsbo, WA, bringing three years of industry experience. Prior to joining Edward Jones, he held roles at Meyer Engineered Materials, Techtronic Industries, Olympus Real Estate Ventures, and the University of Washington. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Kevin Lungren is a financial advisor with Edward Jones in Freeland, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide network of financial advisors and branch offices.