Christopher Herkert is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Founders Financial Securities since 2021 and has maintained his own practice, Herkert & Associates, since 2010. His background includes over a decade at Woodbury Financial Services, Inc. He also operates an independent insurance agency under his DBA for life insurance sales. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory services, combining discretionary portfolio management, third-party asset managers, financial planning, and insurance, with investment approaches tailored by individual advisers and delivered through multiple specialized program platforms.

Parker Collins is a Series 66-licensed financial advisor at Commonwealth Financial Network with one year of industry experience. Prior to entering the financial sector, he worked at CharacterStrong for five years and held roles at the City of Renton and Whidbey Island Kayaking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Amy Hong is a CFP®-designated financial advisor with Kestra Advisory who has six years of industry experience. She has been affiliated with Kestra Advisory since 2020 and also works with Kestra Investment Services, LLC. Outside of her advisory role, she holds several community and nonprofit positions, including serving on the Economic Development Alliance of Skagit County board and participating in local school district advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large investors such as sovereign wealth funds and providing access to multiple management platforms.

Edward Sanchez is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Thrivent Financial and Colonial Life Insurance. Outside of his advisory role, he serves as Vice President of Stilly Valley Little League, stepping in to fulfill presidential duties as needed. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model and integrates services with KeyCorp affiliates to provide a range of investment and advisory solutions.

Jeremy Mc Cullough is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding a Series 66 designation and five years of industry experience. Prior to joining D.A. Davidson, he worked at SaviBank for 15 years. Outside of his advisory role, he serves as a high school golf coach at Mount Vernon Christian School. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Jonathan Neville is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Skyline Advisors, Thrivent Investment Management, and held roles at Hilltop Church and Christ Church. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and integrates services from KeyCorp affiliates, with a distinctive focus on non-discretionary asset management and model due diligence.

Christina Brillowsky is a Series 66-licensed financial advisor with three years of industry experience. She is currently with United Planners Financial Services of America and has prior experience at Cheryl Hirss and Larson Gross. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based solutions through a network of 477 independent advisors.

Reynaldo Gomez Rojas is a financial advisor with Empower Advisory Group holding a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Neal Kloke is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 credentials and has 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and also has longstanding roles with NWM Financial Services and Kloke Financial Enterprises Inc. Outside of his advisory work, Kloke is involved with the Dallas Kloke Family Foundation, serves as treasurer and board member for NAIFA Washington, and owns a tax and accounting service, Integrated Tax & Accounting Solutions. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model and third-party managers, and advisor-led consulting, with an investment approach supported by an internal Investment Management & Research team.

Sasha Bollman is a Series 66 licensed financial advisor with First Command Advisory Services, bringing three years of industry experience. Prior to joining First Command, Sasha served in the U.S. Navy and held roles with the Navy-Marine Corps Relief Society and Naval Postgraduate School. Outside of advisory work, Sasha is a limited partner in CD Heritage El Cajon, LLC, involved in real estate development investment projects. First Command Advisory Services, Inc. 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, managing portfolios through a centralized team that selects model portfolios and third-party managers under discretionary authority.

Alana Crouch is a financial advisor with First Command Advisory Services in Anacortes, WA. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work history includes roles at First Command Insurance Services, First Command Brokerage Services, and ValueBank Texas. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jody Lease is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. She holds a Series 66 designation and has been with Commonwealth since 2009. Outside of her advisory role, she serves as executor for a business partner. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, offering a range of investment options and operational support.

Rodney Mott is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and seven years of industry experience. He has worked at several firms, including Thrivent Financial and LPL Financial, before joining Key Investment Services. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, utilizing a multi-provider model with discretionary and non-discretionary portfolio management.

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.

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®-credentialed financial advisor with Kestra Advisory, based in Anacortes, WA, and has one year of industry experience. Prior to joining Kestra, Eli held positions at Ameriprise, Wells Fargo, and several other firms, as well as experience in education and contract work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and 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.