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 at Key Investment Services LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial, Thrivent Investment Management Inc., and Colonial Life Insurance. Sanchez is also involved in his community as the vice president of Stilly Valley Little League, filling in for the president as needed. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by recommendations and monitoring, and it operates within the KeyCorp group with affiliations enhancing its service offerings.

Jeremy Mc Cullough is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding a Series 66 designation and four years of industry experience. He previously worked at SaviBank for 15 years before joining D.A. Davidson in 2021. 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, charitable organizations, and corporate clients. The firm operates under fiduciary standards and combines qualitative and quantitative analysis in its advisory and planning services, with specialized offerings such as municipal advisory roles and a private wealth planning program for high-net-worth clients.

Jonathan Neville is a financial advisor with Key Investment Services LLC in Bellingham, WA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Skyline Advisors, Inc and Thrivent Investment Management Inc, as well as work in community-related roles at Hilltop Church and Christ Church. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts, emphasizing client-directed investment choices supported by non-binding financial professional recommendations and ongoing product 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 at Lincoln Investment with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln Investment Planning, Inc. since 2009. Kloke also serves as Treasurer on the board of NAIFA Washington and is the sole owner of Integrated Tax & Accounting Solutions. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and investment management services, utilizing both strategic and tactical approaches across a mix of in-house and third-party strategies.

Kelley Conley is a financial advisor with First Command Advisory Services and holds a Series 66 credential. Conley has four years of industry experience, including roles at First Command Advisory Services, First Command Insurance Services, and First Command Brokerage Services. Prior to joining the firm, Conley held various positions in academia and retail. 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 provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management 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.

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 worked at firms including LPL Financial, Thrivent Financial, and First Federal of Port Angeles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client involvement in model selection while providing ongoing monitoring and due diligence of third-party advisory products.

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 with D.A. Davidson & Co. She holds a Series 66 designation and has 18 years of industry experience, including 17 years at D.A. Davidson & Co. in Burlington, WA. Outside of her advisory role, she provides notary public services on a limited basis. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Steve Piccini is a CFA® charterholder with 33 years of industry experience, currently serving at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses. In addition to his advisory work, he acts as a personal representative for estate matters related to client accounts. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, and charitable organizations. The firm provides fiduciary-adherent advisory services that include retirement plan management, financial planning, and a private wealth program for clients with over $20 million in net worth.

Scott Elliott is a financial advisor at D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with D.A. Davidson & Co. since 2009. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards for both advisory and retirement accounts.

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 a Series 66 designation and has prior work experience at SaviBank and The Grand Willow. Outside of finance, she serves as a board member for the Mount Vernon Public Schools Foundation and works as a bartender at La Conner Seafood & Prime Rib House. 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 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.

Kyle Reep is a financial advisor at D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson since 2009. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Skagit Preschool & Resource Center and the YMCA of Skagit County, and participates on multiple investment committees for regional foundations. D.A. Davidson & Co. provides 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 offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.