Joel Servatius is a financial advisor with Transamerica Financial Advisors in Oak Harbor, WA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has served on the Oak Harbor City Council and the Greater Oak Harbor Chamber of Commerce and is the owner of Whidbey Ink, a silk screening business specializing in T-shirt design and production. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of fee-based and commission-based investment options. The firm features proprietary and third-party model portfolios and operates as both a registered investment advisor and broker-dealer.

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.

William Mitchell is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Key Investment Services LLC and has prior experience working at Wells Fargo Bank and Wells Fargo Clearing. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor 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 employs a multi-provider model with platform and discretionary implementation by Envestnet, strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers, and offers optional tax and values overlay services.

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®-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.

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.

Brandon Burr is a financial advisor with Edward Jones in Stanwood, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Comscore for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Brandon Carter is a CFA® charterholder with 14 years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. His current role is based in Mt Vernon, Washington. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches involving private funds and real assets.

Amy Giddens is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and KMS Financial Services, Inc. Outside of her advisory role, she volunteers as a class parent and curriculum enhancement coordinator at Bennett Elementary School and serves on the board of the Richard Bennett Elementary PTSA. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment process with a variety of portfolio management options delivered through a complex affiliate network and multiple custodial arrangements.