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.

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.

William Mitchell is a Series 66 licensed financial advisor at Key Investment Services LLC with four years of industry experience. His career includes multiple roles at KeyBank and Wells Fargo, spanning from 2016 to the present. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and offers access to third-party discretionary managers. The firm emphasizes client direction in model selection while providing recommendations, ongoing monitoring, 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. 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.

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 credentials and bringing 36 years of industry experience. He has been associated with LPL Financial since 2014 and Financial Advocates Investment Management from 2015 to 2025. Outside of his advisory work, Saunders has served as a hitting instructor and trainer for the Anacortes Baseball Club since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Brandon Burr is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Comscore from 2008 to 2019. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

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 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.

Brenna Casey is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2017 and brings eight years of industry experience. Prior to joining Edward Jones, she held positions at Coconut Kennys and Liberty Mutual, and worked at Washington State University. She is a partner in The Merry Heart Chicks LLC, a real estate business based in Anacortes, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.