Alana Crouch is a financial advisor with First Command Advisory Services based in Anacortes, WA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at ValueBank Texas and over ten years with Domino's. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who manage model portfolios and third-party managers from approved lists.

Jody Lease is a Series 66-licensed financial advisor with Commonwealth Financial Network, located in Mount Vernon, WA. She has 16 years of industry experience and has been with Commonwealth since 2009. In addition to her advisory role, she serves as an executor for a business partner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office support.

Rodney Mott is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Financial, LPL Financial, and First Federal of Port Angeles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers along with ongoing portfolio monitoring and supervisory oversight.

Lisa Benjamin is a financial advisor at Empower Advisory Group with a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for six years and spent 14 years at Tapestry/Coach before transitioning to financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kendra Dobbs is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2009. Prior to that, she worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is also a notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Steve Piccini is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses and is located in Burlington, WA. Outside of his advisory role, he acts as a personal representative for estate accounts, managing estate liquidation for clients. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers fiduciary-based investment advice, comprehensive financial planning, and specialized services such as municipal advisory and private wealth management for high-net-worth clients.

William Mitchell is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at KeyBank and Wells Fargo in various capacities since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment selection and ongoing monitoring while providing access to third-party discretionary managers and performing regular due diligence and supervisory oversight.

Patricia Cozine Cole is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has served on the North Whidbey Fire & Rescue Citizens' Advisory Committee and owns a business focused on purchasing, improving, and reselling foreclosed properties. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models.

Scott Elliott is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He has held his position at the firm since 2009 and holds Series 63 and Series 65 credentials. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

Eli De Jong is a CFP®-certified financial advisor with one year of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC. Prior to Kestra, he held roles at Ameriprise and Wells Fargo in addition to various other positions, including work with Summit Ministries and educational institutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

Brittany Parkhurst is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at SaviBank, The Grand Willow, Western Washington University, and La Conner Seafood & Prime Rib House. Outside of her advisory role, she serves on the board of the Mount Vernon Public Schools Foundation and works as a bartender at La Conner Seafood & Prime Rib House. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm follows fiduciary standards, provides a range of planning and investment services, and distinguishes itself by participating in municipal advisory and underwriting activities.

Kyle Reep is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with D.A. Davidson since 2009. Reep serves on several nonprofit boards and committees, including the Skagit Preschool & Resource Center and the YMCA of Skagit County, and is involved in community sports as treasurer of the Stanwood Cannons Legion Baseball. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advice with a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, distinguishing itself by also acting as a municipal advisor and qualified custodian.

William Goodman is a financial advisor at Edward Jones in Mount Vernon, WA, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for SPIE from 2012 to 2022. 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 solutions supported by a large nationwide network of advisors and branch offices.

Jeffery Pleet is a financial advisor with Edward Jones in Oak Harbor, WA, holding ChFC® and Series 63, 65, and 66 designations. He has 51 years of industry experience and has been with Edward Jones since 2009. He serves as a board member for the Northwest WA Estate Planning Council, participating in community outreach events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household types and corporate clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Taunya Sell is a financial advisor with RBC Capital Markets in Anacortes, WA, holding a Series 66 credential and 24 years of industry experience. She has previously worked at UBS Financial Services for nine years. Sell serves as Vice President on a condominium association board and participates on the Finance Committee of the Seattle Yacht Club, advising on capital projects and long-term investment strategy. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through various wrap fee advisory programs. The firm integrates in-house and third-party investment managers and provides a range of portfolio structuring options tailored to client risk profiles.

Erik Saunders is a financial advisor with LPL Financial in Anacortes, WA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has previously worked at Charles Schwab and Financial Advocates Investment Management. Outside of his advisory role, he has served as a hitting instructor and trainer for the Anacortes Baseball Club since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing various investment strategies supported by proprietary research and technology tools.

Amy Giddens is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Securities America Advisors and Kms Financial Services. Outside of her advisory work, she volunteers as a class parent and curriculum enhancement coordinator and serves on the PTA board at Richard Bennett Elementary School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, employing firm-provided tools and third-party platforms to construct and manage portfolios.

Marcus Stewart is a Series 66-credentialed financial advisor with Edward Jones, based in Mount Vernon, WA. He has three years of industry experience, including prior roles at Embold Credit Union and Equitable Advisors LLC. Before entering financial services, he held various positions with the City of Burlington and worked at Gonzaga University. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Annette Jensen is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Thrivent, she worked at Nordic Global and spent 18 years at PeaceHealth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Cynthia Doussard is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 29 years of industry experience. She has worked at Cetera since 2026 and previously at Commonwealth Financial Network for 24 years. In addition to her advisory work, she is a co-owner of Drummond, LLC, an entity involved in managing residential real estate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.