Teresa Mansell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 33 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Olympic NW Advisors, and LPL Financial. She is also involved with Adept Wealth Management, LLC, where she provides sales and services of financial products. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved software tools and offers specialized planning services such as divorce and estate-settlement planning.

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.

David Fournier is a financial advisor with Equitable Advisors in Edmonds, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a client intake process to tailor services and operates a hybrid referral and implementation model that emphasizes both advisory and brokerage/insurance channels.

Ronald Kukes is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Kyle Fethke is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies alongside various risk management tactics.

Virginia Brannan is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 1998. Brannan is also involved in managing her team’s financial planning operations through Cascadia Operations LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cheryln Morrell is a financial advisor at Edward Jones in Silverdale, WA, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in selling SEINT beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions managed under a fiduciary standard. The firm supports a large network of advisors and branch offices and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Margaret Ginder is a CFP®-certified financial advisor with 13 years of industry experience, currently advising clients at Morgan Stanley. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is based in Bainbridge Island, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and models, managing approximately $2.74 trillion in client assets.

John Kelly Jr. is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering structured recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dustin Meade is a financial advisor at Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Douglas Saksa is a CFA® charterholder with 25 years of industry experience. He has been with Pegasus Investment Management LLC since 1992, serving as its sole advisor. The firm provides portfolio management and advisory services primarily to high-net-worth clients. Pegasus Investment Management operates with a consultative approach, managing most assets on a non-discretionary basis while allowing clients final trading authority and permitting leverage in separately managed accounts.