Jason Trichler is Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been since 2001. He began his financial services career in 1997. Jason holds a Bachelor's degree in Economic Geography from the University of Washington and has studied pension and investment management at the University of Pennsylvania's Wharton School of Business. He holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Additionally, he holds various FINRA registrations including Series 3, 4, 7, 9, 10, 24, 52, 53, 63, and 65. Jason focuses on delivering personalized wealth management strategies for high net worth families, executives, business owners, and non-profit institutions. His areas of expertise include college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, philanthropic planning, socially responsible and ESG investing, women and wealth, sports and entertainment, and tax minimization. In his role as a Senior Portfolio Manager, he manages discretionary investment strategies combining individual securities, Merrill Lynch models, and third-party strategies. Born and raised in Seattle, Jason has lived in Kingston since 2006, where he raises his three sons. He has been actively involved in community organizations such as the North Kitsap Boys and Girls Club, where he currently volunteers. Previously, he spent 14 years as a head coach for the North Kitsap Pee Wee basketball league. His personal interests include skiing, hiking, golfing, cooking, gardening, scuba diving, traveling, and spending time with his family.

Jason Therrell is a financial advisor with UBS Financial Services in Edmonds, WA, holding a Series 66 credential and 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Therrell owns several personally managed businesses unrelated to investment advisory services. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. Its advisors use proprietary research and model-based allocations to tailor plans to clients’ goals and risk tolerances.

Scott Davis is a financial advisor with Ameriprise who holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has worked with Ameriprise Financial Service, LLC since 2000 and Ameriprise Financial Services, Inc. from 2007 to 2020. Outside of his advisory role, he is employed by Cascadia Operations LLC, where he manages an advisory business. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Erik Severson is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory work, he is a passive member of Bean LLC, which operates a bakery in Sandpoint, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large advisor and branch network and offers additional services such as trust capabilities and securities-based lending.

Thomas Herring is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for sixteen years at Puget Sound Naval Shipyard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,000 financial advisors.

Steven Whitaker is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 credentials and 13 years of industry experience. His work history includes multiple roles within Wells Fargo entities since 2003 and positions in various school districts and educational organizations in Washington. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a range of financial products provided through its bank and insurance affiliates.

Brennan Jacobson is a financial advisor with Ameriprise in Kingston, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked with Ameriprise Financial Services and has held various positions including roles at Creative Pewter Designs and the US Census Bureau. He serves on the boards of the Kingston/NK Rotary Scout Advisory Committee and the Kingston Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines proprietary research and modeling with algorithmic tools to support its advisory approach while delivering a broad range of financial and insurance solutions.

Michael Davis 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 the Montana Department of Revenue for six years and held a position at Domino’s for five years. 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, supported by a nationwide network of approximately 23,701 financial advisors.

Patrick Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets and its predecessor since 2008. Outside of his advisory role, he serves as a committee member at Marysville Foursquare Church, assisting with budgeting and cash flow management. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Hannah Cookson is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and serves as an advisor to multiple registered investment companies, incorporating systematic methodologies and technology-driven processes in its approach.

Jennifer Carrillo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and with 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non‑discretionary program supported by centralized due diligence and an ESG eligibility framework.

Brant Greene is a financial advisor at Ameriprise with over 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Greene serves as president of the Waterman & Katz Condo Association board of directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Carolyn La Favers is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 and investment solutions through a large nationwide network of advisors and branch offices.

Shane Doughman is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at United Parcel Service for four years and has held positions in various other industries including wellness and fitness. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Christy Givans is a Certified Financial Planner™ (CFP®) with 17 years of industry experience. She has been with Edward Jones since 2011 and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.