Matthew Turner is a financial advisor with Morgan Stanley with seven years of industry experience. He previously worked at RBC Capital Markets, Cetera Investment Services, and Homestreet Bank. Outside of his advisory role, he serves as an officer on the board of his homeowners association and owns Bainbridge Learning Resources LLC, a consulting business focused on education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Samuel Law is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

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.

Kyrsten Wooster is a financial advisor at Edward Jones in Poulsbo, WA, holding a Series 66 designation with one year of industry experience. She previously worked in regional library services and workforce development. Outside of her advisory role, she is a personal consumer of health and wellness supplements through Advocare International, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and additional affiliated financial services.

Riley Duffy is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Seattle, WA, holding Series 63 and Series 66 credentials and two years of industry experience. He has prior experience with firms including Ameriprise Financial and AIG Capital Services. Duffy is also involved with Duffy Wealth Management LLC, where he supports clients in financial planning and investment discussions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools and supports various advisory programs and institutional consulting across a large advisor network.

Brian Estocapio is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with Wm Financial Services, Inc. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Colleen Bonafilia is a financial advisor at Morgan Stanley with six years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2017 and previously worked for the YMCA of Pierce and Kitsap Counties from 2011 to 2017. She holds a Series 66 credential. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

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.

Miranda Barber is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021. Prior to her advisory role, she was employed at JPMorgan Chase Bank, N.A., Chipotle Mexican Grill, and Front Range Community College. J.P. Morgan Securities 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. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis, with clients retaining final decision-making authority.

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, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at First Allied Securities, Duval Capital, Democracy Funding, LLC, and First Capital. He is based in Bainbridge Island, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, combining proprietary research with third-party strategies and incorporating advanced technologies such as machine learning.

Brian Silkworth is a financial advisor with Ameriprise in Normandy Park, WA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. In addition to his advisory role, Silkworth is involved in independent insurance brokering focused on long-term care. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Martin Calvert is a financial advisor at Morgan Stanley with 35 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Calvert serves on the board of Montana Ambassadors, a nonprofit organization focused on community events and fundraising. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and wealth management solutions supported by firm-approved tools and investment research.

Debra Hooks is a financial advisor at Morgan Stanley with 20 years at the firm and 11 years of industry experience. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm’s process uses structured discovery, firm-approved tools, and modeling techniques to develop plans, while clients are responsible for implementing and maintaining them.

Marina Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She worked at J.P. Morgan Securities for eight years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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.

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.

Troy Turner is a financial advisor at Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience and previously held leadership roles at Rainier Arms LLC and Tatoosh Distillery LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.