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.

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.

Gregory Freitag is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 53 years of industry experience. His career includes prior roles at firms such as Securities America Advisors, Investacorp, KMS Financial Services, and PRUCO Securities. He is based in Gig Harbor, WA. 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 broad range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of advisors with both discretionary and non-discretionary investment strategies.

Brennan Hartley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked at Cetera Advisors since 2022 and founded Hartley Financial LLC, where he manages office expenses. Prior to his advisory career, he was employed at NanoString Technologies Inc. for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

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.

Lance Rieland is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked in construction and participated in roles at Montana State University and Younglife's Malibu Club. Outside of his advisory work, he serves as Worship Director at Sufficient Grace Church in Graham, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of advisors and branches.

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.

Joel Antush is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Sound Credit Union, CUSO Financial Services, and Northwestern Mutual. He also has experience in education and hospitality, including teaching at Pierce College and Central Washington University and working at Tumble Creek Golf Club. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Wilson is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and six years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at several firms including Creative Financial Designs, Inc. and The Prudential Insurance Company of America. Wilson also operates Rich Wilson Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a broad network of advisors and technology tools to support account management.

Cassandra Johnson is a financial advisor with Edward Jones, holding a Series 66 designation and totaling seven years of industry experience. Her previous roles include a three-year tenure at AMSEC and multiple periods with Edward Jones. Outside of her advisory work, she has engaged in food delivery services as a supplemental activity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a widespread network of financial advisors and branch offices.

Janelle Pruett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Primerica Advisors since 2019 and has worked with Primerica Financial Services since 2018. Outside of her advisory role, she operates a part-time house cleaning business and manages Diamond Dust Farm in Belfair, Washington. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and delivers services under a tiered wrap-fee structure.

Leisha Ashby is a financial advisor at Morgan Stanley with 34 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 65 credentials. Outside of her advisory role, she is a Pilates instructor through Roqn Pilates LLC. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment research.

Kevin Isenhart is a financial advisor at Edward Jones in Port Orchard, Washington, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at BECU for three years and has held various roles in retail and service industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Brenton Tayet is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gig Harbor, WA. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering various advisory programs including discretionary wrap fee strategies and access to separately managed accounts. The firm supports more than four million clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

David Kopij is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients in the financial services industry since 1999 and joined Merrill Lynch in 2010. Throughout his 23-year career, David has guided multi-generational families in building, preserving, and distributing wealth. His team focuses on helping clients grow their assets, utilize those assets to meet financial objectives, and efficiently transfer wealth to loved ones. David’s areas of expertise include education planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a bachelor’s degree from Villanova University. Residing in Edmonds, Washington, just outside Seattle, David lives with his wife Dana and their three children: Hans, Claire, and Willie. He is involved in the community through St Luke’s Parish and School. David’s personal interests include adventure sports, biking, boating, camping, fishing, golfing, hiking, photography, skiing, and traveling.

Shawna Stice Hawley is a financial advisor with Edward Jones, holding CFP®, ChFC®, and Series 66 credentials and bringing 15 years of industry experience. She has been involved with Kitsap Community Resources Head Start for over 25 years. Outside of her advisory role, she is a shareholder in Mt Baker Distillery LLC, a craft distillery in Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient offerings. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branches.

Stephen Debol is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at several firms, including First Allied Securities and Duval Capital, before joining LPL Financial in 2020. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio programs and operational tools.

Nicholas Munch is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Stirrett Johnsen, General Mechanical, Inc., and Quanex Building Products. Outside of advising, he operates a hobby farm where he raises and sells day-old chicks and eggs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of over 23,700 financial advisors.

Joseph Dinelt is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citigroup Global Markets before joining Morgan Stanley in 2009, where he has worked within both Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individuals and institutions with a broad range of advisory programs, including personalized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Ryann Chappell is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. She has been with Fisher Investments since 2016. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.