Michael Bus is a financial advisor with LPL Financial in Poulsbo, Washington, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Before joining LPL in 2017, he worked at Market to Market and Prudential-related firms from 2011 to 2017. Outside of his advisory role, Bus serves as a city councilmember for Mountlake Terrace, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by a broad network of advisors and utilizes various models and third-party subadvisors alongside its advisory platform.

Carson Nyman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at several golf courses and a nursery business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Gina Hilton Vanosdall is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Cheryl Zudell is a ChFC® credentialed financial advisor with 22 years of industry experience. She currently works with LPL Financial and has previously been associated with Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory role, she is involved in selling traditional fixed insurance and annuities through Sage Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Bradley is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following a decade at AT&T. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing comprehensive recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

Daniel Brown is a financial advisor with Ameriprise in Kingston, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

James Patton is a financial advisor with Edward Jones in Kingston, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at O'Reilly Auto Parts from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,100 branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Waldal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Morgan Stanley from 2001 to 2005. Outside of his advisory work, he is involved in a family-owned real estate rental property in Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by extensive technology tools and a broad platform that integrates advisory and non-advisory financial services.

Evan Tidball is a CFP® certificant and holds a Series 66 license. He has worked with Edward Jones since 2016, accumulating 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Timothy Hachfeld is a financial advisor with Edward Jones in Poulsbo, WA. He holds a Series 66 designation and has experience working in the health solutions and pharmaceutical sectors prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Enric Sifa is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes roles at Ameriprise, NYLIFE Securities LLC, New York Life Insurance Company, and Axa Advisors. Outside of his advisory work, he is the owner of MetroAfro LLC and works as a music producer. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a broad range of program options and affiliations.

Brennan Jacobson is a financial advisor with Ameriprise in Kingston, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has worked with Ameriprise Financial Services and has held various positions including roles at Creative Pewter Designs and the US Census Bureau. He serves on the boards of the Kingston/NK Rotary Scout Advisory Committee and the Kingston Chamber of Commerce. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing tailored, non-discretionary recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines proprietary research and modeling with algorithmic tools to support its advisory approach while delivering a broad range of financial and insurance solutions.

Richard Smith is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at Strait Floors from 2015 to 2017. Outside of his financial advisory role, he is involved with Risky Games Studios LLC, a company that manufactures and sells games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Davis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at the Montana Department of Revenue for six years and held a position at Domino’s for five years. 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 and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors.

Brant Greene is a financial advisor at Ameriprise with over 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Greene serves as president of the Waterman & Katz Condo Association board of directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Amanda Short is a financial advisor with Edward Jones in Port Hadlock, WA. She holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked at the Northwest Maritime Center and Jefferson County Public Works. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Tyler Johnson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Before joining Edward Jones, he worked with South Snohomish County Fire and Rescue and Clallam County Fire District 3. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Barbara Kubesh is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. She has 38 years of industry experience, including roles at The O.N. Equity Sales Company, Ohio National Financial Services, and Principal Securities. In addition to her advisory work, Kubesh is an artist and serves as president of a community water association. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base with multiple platform options and proprietary model strategies.

Kevin Campbell is a Series 65 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Poulsbo, WA, bringing 10 years of industry experience. He previously worked at USA Financial Securities, Change Path LLC, LifePro Asset Management, and has been associated with Peaks Financial since 2009. Campbell is also an insurance agent with CP Autority, LLC, providing fixed insurance and annuity solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical modeling and supports a wide advisor network with specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory services.

Robert Morgan is a financial advisor at Edward Jones in Poulsbo, Washington, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.