Derrik Hanusz is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019, following five years at Tenneco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Jordan Pomeroy is a financial advisor at Edward Jones in Burien, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he serves as the School Commission President for Holy Rosary School in Seattle, advising on school and financial matters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mark Vastine is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bainbridge Island, WA, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, Vastine owns and teaches at Two Oceans Taiji Society, a taiji studio in Bainbridge Island. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and overlay services.

Vern Barg is a financial advisor with LPL Financial in Bremerton, WA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management services through a large network of investment adviser representatives.

Stephanie Dormann is a financial advisor with Primerica Advisors in Belfair, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1999. Dormann serves as a board member and treasurer for The Hub Senior Center, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Steven Olson is a CFP® certificant with 31 years of experience in the financial advisory industry. He is currently with OSAIC and has prior experience at Securities America Advisors, Inc. and KMS Financial Services, Inc. Olson also owns and operates Olympic Financial Strategies, an advisory and insurance business in Bainbridge Island, WA. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and nonprofits through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and multiple portfolio management platforms.

Justin Krukar is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities and affiliated entities since 2011, including roles at JPMorgan Chase Bank and KeyBank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its Institutional Consulting Services program combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework in recommending strategies.

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.

Brian Kim is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has one year of industry experience with prior roles at Equitable Advisors and rGen Consulting. Outside of finance, he has experience in consulting and the catering industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 at Morgan Stanley with 12 years of industry experience. He has worked with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Silverdale, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Geoffrey Stark is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 41 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. for 29 years before joining LPL Financial in 2022. Outside of his advisory role, he is involved in a real estate rental business in Port Orchard, 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 that incorporates firm-approved tools and modeling techniques.

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.