Mitchell Icard is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior roles include positions at Mann Mortgage, First Fed, and Bank of the West. Outside of finance, he was involved with Community Sailing of Colorado for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Victoria Nixon is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors for six years before joining Raymond James in 2022. Nixon is also the president of Nixon Financial LLC, a support company she owns that operates separately from her activities at Raymond James. 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, corporations, pension plans, and institutional clients. The firm provides non-discretionary planning and tailored investment consulting, supported by analytical tools and a broad advisor network.

John Moroney is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Bradley Blind is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Laryn Vella is a financial advisor with Merrill based in Bainbridge Island, WA, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill Lynch since 2009 and continues with Merrill following its integration into Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies developed by internal and third-party managers, offering tactical asset allocation and tax-aware options.

David Coulter is a financial advisor with LPL Financial based in Bremerton, WA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation, First Federal Savings and Loan, and Infinex Investments, Inc. Outside of advisory services, he is involved in selling fixed annuities and various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffrey Mc Intosh is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Equitable Advisors, he worked in several tea-related businesses and held roles at the United States Census Bureau and Patreon. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Gene Shook is a financial advisor with LPL Financial based in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked with Financial Advocates Investment Management since 2017 and previously held positions at Waddell and Reed, Inc. and various insurance carriers. Outside his primary advisory role, he is engaged in tax preparation and planning and owns a business called GIN Society LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

William Foster is a financial advisor with RBC Capital Markets. He holds a Series 66 designation and has experience working at Valor Equity Partners and Starbucks Coffee Company. He is based in Bainbridge Island, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Rogelio Gonzalez is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, The Prudential Insurance Company of America, and various First Command entities. He served in the U.S. Navy for ten years before transitioning into the financial services industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform that combines advisory programs with the sale of financial products, supported by LPL’s research, model portfolios, and third-party strategists.

Jon Schuette is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Frank Russell Company, Cetera, and LPL Financial. He is also an associate at Ross Financial Inc. in Silverdale, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Maria Eickelmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities, as well as Capital Partners Group. Outside of finance, she engages in arts and crafts as a sole proprietor, selling displayed butterflies at local farmers markets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kathy Anderson is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Joseph Kochera is a CFP® with eight years of experience in financial advising at Edward Jones, where he has worked since 2017. Prior to his current role, he served 30 years in the United States Navy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Justin Schuessler is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julie Evans is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA from 2012 to 2018 before joining her current firm in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Amanda O'rourke is a financial advisor with LPL Financial in Seattle, WA, holding a Series 65 designation and four years of industry experience. She has been with LPL Financial since 2022 and has prior experience at Greenwood Ohlund, PS dating back to 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Denise Larsen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and offering 21 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory role, she owns a home-based travel agency business called Goldrush Getaways. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside research-supported model portfolios and technological tools.

Jason Trichler is Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1997 and has been with Merrill Lynch since 2001. Jason offers expertise in serving high net worth families, executives, business owners, and non-profit institutions. His client focus areas include college education planning, family wealth management strategies, retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. Jason holds a B.A. in Economic Geography from the University of Washington and studied pension and investment management at the Wharton School of Business at the University of Pennsylvania. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), and Certified Divorce Financial Analyst (CDFA). He maintains multiple FINRA registrations including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Born and raised in Seattle, Jason has resided in Kingston since 2006, where he raises his three sons. He served as a head coach for the North Kitsap Pee Wee basketball league for 14 years and currently volunteers for the North Kitsap Boys and Girls Club. Jason enjoys skiing, hiking, golfing, and cooking in his personal time.

Matthew Parrish is a CFP® professional with over 32 years of experience in the financial industry. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.