Justin Krukar is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within J.P. Morgan entities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tyler Mooney is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Corporate Executive Services, Family Wealth Management Strategies, and Sports & Entertainment. His professional approach centers on clear communication and a client-centric philosophy, aiming to help clients understand their finances and implement comprehensive plans beyond investments. With expertise in evaluating strategic decisions and building relationships aligned with client values, Tyler focuses on creating personalized financial plans that adapt to clients' long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of San Diego. Outside of his professional role, Tyler enjoys biking, fishing, reading, skiing, and playing soccer.

John Lembo Jr. is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022, following a prior role at Wells Fargo Advisors and a long tenure at The Boeing Company. Outside of his advisory work, he acts as a financial power of attorney for his mother and owns Lembo Wealth Advisors LLC, an entity he uses to manage payments from Raymond James. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to tailor strategies and supports clients through advisory programs, with a notable presence in municipal and public finance advisory services.

Jessica Nino is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She holds the Series 66 designation and works out of Poulsbo, WA. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of investment strategies and advisory services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large nationwide advisor and branch network.

Kimberly Printz is a financial advisor at UBS Financial Services with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2006, having previously worked at Piper Jaffray Inc. since 1998. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations.

Angela Sell is a financial advisor with Edward Jones in Silverdale, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2004. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mykael Glass is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, before joining Merrill in 2022. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Pinto is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Geoffrey Stark is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Cuna Brokerage Services, Inc. Stark is based in Port Orchard, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Adrian Gonzales is a financial advisor at Edward Jones in Port Orchard, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the US Navy for 20 years and worked at Door Dash and Grab n Grub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Erin Parker is a financial advisor with Edward Jones in Bainbridge Island, WA. She holds the Series 66 designation and has one year of experience at Edward Jones. Prior to joining the firm, Erin spent four years at Valley Nursery and sixteen years at Parfitt Way Management. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeffery Corder is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been associated with Morgan Stanley Smith Barney and Citigroup Global Markets since 2009 and 2005, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using approved tools and models without providing individual security recommendations as part of standalone planning.

Harry Keppert Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he owns and operates Advanced Financial Tax, LLC, providing accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment managers and program structures.

David Jordan is a financial advisor at Thrivent Investment Management in Silverdale, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Thrivent, he served on active duty in the military from 2013 to 2017. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Bryce Higgins is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and its affiliated entities since 2021. Outside of advising, he is involved with 360 Capital Inc. in Silverdale, WA, where he assists with daily branch operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Robert Nelson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Nelson is also the sole proprietor of Paralis LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Lisa Kerwin is a financial advisor with Edward Jones in Poulsbo, WA, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2019, she worked for eight years at the Department of Defense. She has an inactive role as a consultant for Norwex, a home care product company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a variety of advisory programs and affiliated investment products under a fiduciary standard.

Richard Eatinger is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Olympic Sports & Spine for six years and spent time at Bellarmine University. 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 backed by a large nationwide network of financial advisors and branch offices.

Philip Mc Ewen is a financial advisor with J.P. Morgan Securities in Silverdale, WA, holding Series 63 and Series 66 licenses and accumulating 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at Wamu Investments, Inc. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Terry Fuerst is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been advising clients since 1998 and joined Merrill Lynch in 2003. His approach to wealth management emphasizes a disciplined process tailored to each client's needs, goals, and investment attitudes. This process includes developing a customized financial strategy and portfolio, followed by periodic reviews and adjustments to align with evolving objectives. Terry leverages the investment resources of Merrill Lynch along with the banking capabilities of Bank of America to address various aspects of clients' financial lives. He collaborates with a Wealth Management Lending Officer to provide guidance on home financing solutions that complement overall financial strategies. Terry holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Oakland University. Since 1994, Terry has lived on Bainbridge Island, Washington, where he enjoys golfing, tennis, and spending time with friends and family.