Gene Shook is a Series 66-licensed financial advisor with LPL Financial, based in Seattle, WA, and brings 17 years of industry experience. His career includes roles at LPL Financial since 2017, Financial Advocates Investment Management, and Waddell and Reed, Inc. Outside of his advisory work, he is a business owner of Gin Society LLC and is involved in tax preparation and planning as a senior tax advisor. 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 a range of financial planning and investment management solutions, utilizing various advisory models and tools, and supports a large network of advisors across the country.

John Roeller is a CFP® with 25 years of experience in the financial services industry. He is currently with LPL Financial in Seattle, where he has worked since 2010, and previously spent 11 years at Financial Advocates Investment Management. 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, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

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 at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, The Prudential Insurance Company of America, Pruco Securities LLC, Allstate, and First Command in various advisory and brokerage roles. He served in the U.S. Navy for ten years prior to his financial services career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by internal research, third-party strategists, or TAMP sponsors and offers access to affiliated trust custody, insurance services, and a collateralized lending program.

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 at Raymond James & Associates with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank NA, and RBC Capital Markets. She is based in Bainbridge Island, WA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with a focus on non-discretionary implementation.

Amanda O’rourke is a financial advisor with LPL Financial, holding a Series 65 credential and four years of industry experience. She has worked at LPL Financial since 2022 and concurrently at Greenwood Ohlund, PS since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Denise Larsen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at LPL Financial since 2009 and previously was with Edward Jones from 2007 to 2009. Outside of her advisory role, Larsen owns a travel agency business called Goldrush Getaways. 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, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives.

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

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.

Charles Odell is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides a wide range of portfolio management and financial planning services.

Steven Finnegan is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously operated his own firm, Steven Finnegan, LLC, from 2014 to 2021. His background also includes long-term roles with Waddell & Reed, Inc. and various insurance carriers. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Grant Warner is a financial advisor with Edward Jones in Seattle, WA, holding the ChFC® and Series 66 designations and bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Keller Williams Realty for one year and Jewel Hospitality for eight 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Steven Bentley is a financial advisor with Ameriprise in Silverdale, WA, holding a Series 66 designation and 11 years of industry experience. He previously worked at LPL Financial and owned The Montane Group, Inc., a business used to employ family members and maintain a 401(k) plan for staff. He also serves as a mentor for the Northwest Environmental Training Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm employs a centralized service team and a defined investment approach that includes asset allocation and tax-aware withdrawal strategies.

Michael Allen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has 21 years of industry experience. Prior to joining Raymond James in 2022, he worked at Alloy Capital, where he is the sole owner and serves as president and secretary, as well as at Wells Fargo Advisors Financial Network and Edward Jones. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Mohit Lalwani is a financial advisor at Merrill with a Series 66 designation. He has recently transitioned to the financial industry after a long tenure at Vodafone Idea Limited and experience at The Sherwin William Company. He is based in Seattle, WA, and has been with Merrill since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model‑based and discretionary investment strategies.