Ruben Perez is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Ameriprise Financial Services, Inc. for seven years prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

James Le Roy is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Edward Jones since 2021 and previously worked at Seattle Children’s from 2010 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Richard Soper is a financial advisor at LPL Financial with 29 years of industry experience. He has worked at Kitsap Credit Union and LPL Financial since 2001. Outside of his advisory work, he produces video content for local charities and service organizations and is an author preparing to self-publish a book titled "The Rock Star." LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Lehman is a financial advisor with Ameriprise in Belfair, WA, holding a Series 63 designation and 13 years of industry experience. He has been with Ameriprise and its related entities since 2012. In addition to his role at Ameriprise, he serves as Chief Operating Officer and financial advisor at Wealthbridge Advisors, Inc., where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with Ameriprise financial advisors.

David Hawley Jr. is a CFP® professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside his advisory role, he is involved in a partnership developing and leasing space in Belfair, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Gavin Tregoning is a financial advisor with LPL Financial based in Bremerton, WA, holding a Series 66 designation and one year of industry experience. His background includes multiple roles at Kitsap Credit Union and six years at Starbucks Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios and research from multiple sources.

Joshua Jeffries is a financial advisor with LPL Financial in Bremerton, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Kitsap Credit Union, Wells Fargo Clearing, and Wells Fargo Bank. Jeffries's other business activity involves offering investment products and services through Kitsap Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Katelyn Graham is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and three years of industry experience. She has worked at Edward Jones since 2019 and previously held positions at Foresters Financial, New Season Market, The Roanoak Inn, and Scott McLendon's Hardware. Graham also serves as a notary public in Belfair, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Rebekah Williamson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has a diverse background including roles at Robedeau Plumbing, Amazon, Gateway Christian Schools, and South Kitsap School District. Outside of her advisory work, she is involved in sales of loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm distinguishes itself with a tiered wrap fee structure and a curated selection of third-party asset managers.

Lisa Moore is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked for the Renton School District from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors.

Pablo Yepez is a financial advisor with Edward Jones in Bremerton, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and provides services under a fiduciary standard.

Alijah Hawley is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones in Belfair, WA, where he has worked since 2018. He has eight years of industry experience, including prior roles at WestRock and the University of Washington. 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 and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

David Coulter is a financial advisor with LPL Financial based in Bremerton, WA, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation, First Federal Savings and Loan, and Infinex Investments, Inc. Outside of advisory services, he is involved in selling fixed annuities and various insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffrey Mc Intosh is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Equitable Advisors, he worked in several tea-related businesses and held roles at the United States Census Bureau and Patreon. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Rogelio Gonzalez is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, The Prudential Insurance Company of America, and various First Command entities. He served in the U.S. Navy for ten years before transitioning into the financial services industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform that combines advisory programs with the sale of financial products, supported by LPL’s research, model portfolios, and third-party strategists.

Paul Thorpe is a financial advisor at Edward Jones in Belfair, Washington, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes positions at J.P. Morgan Chase Bank and Craft and Technical Solutions LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Hannah Cookson is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Carolyn La Favers is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Denette Chu is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Allison Odenthal is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Janney Montgomery Scott and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.