Dawn Guzman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1987. Dawn focuses on delivering a holistic approach to managing wealth by listening to her clients' needs and ensuring each strategy is based on a clear understanding of their goals. She leverages the capabilities of Merrill Lynch Wealth Management and the banking services of Bank of America to address various aspects of her clients' financial lives. Dawn holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned a High School Diploma from Bremerton High School. Her client focus areas include managing new wealth, personal retirement planning, and women and wealth. Having recently relocated to Arizona, Dawn enjoys golfing, boating, and spending time with her family. She is involved with the community through her work with First Tee of Seattle.

Lynette Ackman is a financial advisor at Primerica Advisors with one year of industry experience. She holds the Series 65 and Series 63 designations. Her prior work includes roles at Symetra, H&R Block, Jackson Hewitt Tax Services, and Workwell Global. Outside of her advisory work, she is involved in sales of home security and automation products through Primerica Client Services and loan products through Primerica Mortgage. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through BNY Mellon Advisors and Pershing.

Connor Smith is a Series 66 licensed financial advisor with Edward Jones in Poulsbo, WA, bringing three years of industry experience. Prior to joining Edward Jones, he held roles at Meyer Engineered Materials, Techtronic Industries, Olympus Real Estate Ventures, and the University of Washington. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Seth Kunzl is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Sound Physicians for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Emerson is a financial advisor at Edward Jones in Manchester, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served with the City of Tacoma Fire Department and the Shoreline Fire Department and was involved with First In Training and Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

James Navone is a financial advisor with Ameriprise in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he has ownership in Elliott Suites LLC, a business related to real estate leasing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Michael Bus is a financial advisor with LPL Financial in Poulsbo, Washington, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Before joining LPL in 2017, he worked at Market to Market and Prudential-related firms from 2011 to 2017. Outside of his advisory role, Bus serves as a city councilmember for Mountlake Terrace, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by a broad network of advisors and utilizes various models and third-party subadvisors alongside its advisory platform.

Katelyn Graham is a financial advisor with Edward Jones in Belfair, WA, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Edward Jones in 2019, she worked in various roles including positions at Foresters Financial and several retail and hospitality businesses. She is also a commissioned notary public in Belfair. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated capabilities such as trust services, mutual funds, and securities-based lending.

Rebekah Williamson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, among other positions. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and offers a range of portfolio management options with a focus on individual—not institutional—clients.

Lauren Nokleby is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and 13 years of experience with the firm. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Lisa Moore is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked for the Renton School District from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors.

Pablo Yepez is a financial advisor with Edward Jones in Bremerton, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and provides services under a fiduciary standard.

Jessica Vets is a CFP® with five years of industry experience and currently serves as a financial advisor at Edward Jones. Her prior work includes roles at AXA Advisors, The GS Haly Company, and the Seattle Police Department. Outside of financial advising, she has been involved in small business consulting and operated a family farm business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and is noted for its extensive retail advisor and branch network as well as affiliated financial services beyond advisory offerings.

Alijah Hawley is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones in Belfair, WA, where he has worked since 2018. He has eight years of industry experience, including prior roles at WestRock and the University of Washington. 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 operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Matthew Sawan is a financial advisor at Edward Jones with 25 years of industry experience and holds Series 63, Series 65, and Series 66 credentials. His prior work history includes roles at Prudential Insurance Company of America, AIG Capital Services, and AAA of Washington Insurance Agency. Outside of advising, he conducts financial education workshops as a contracted presenter for balancinglifeissues.com. 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 strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Andrew Muller is a CFP®-certified financial advisor with Edward Jones, based in Seattle, WA. He has four years of industry experience, including nine years at Umpqua Bank prior to joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Cheryl Zudell is a ChFC® credentialed financial advisor with 22 years of industry experience. She currently works with LPL Financial and has previously been associated with Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory role, she is involved in selling traditional fixed insurance and annuities through Sage Wealth Partners. 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 portfolios, third-party asset management, and institutional platforms.

James Smalley is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 63 designation and 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he owns an automotive and transportation-related business in Washington. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured discovery process and firm-approved planning tools.

Maria Colon is a financial advisor with Edward Jones in Seattle, WA, holding a PFS™ designation and Series 63 license. She has 14 years of industry experience, including four years at UBS Financial Services Inc. before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Maxwell is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Lord, Abbett & Co. LLC, United Capital Financial Advisers LLC, Avalara, and Paycor. 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 large nationwide network of financial advisors and branch offices.