Nancy Peterson is a financial advisor with Bolton Securities Corporation and holds Series 63, 65, and 66 designations. She has 28 years of industry experience and has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Peterson is also co-owner and president of Amity Wealth Management, Inc., an entity focused on securities and investment advisory services. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning to a diverse client base, including individuals, high-net-worth investors, charitable organizations, and corporations. The firm’s approach is driven by independent investment adviser representatives who tailor portfolios based on client goals and risk tolerance, using a variety of investment vehicles with a generally long-term orientation.

Michael Kelly is a financial advisor at Simplicity Wealth with a ChFC® designation and three years of industry experience. He has worked with Michael P. Kelly Financial Solutions since 2026 and has over 36 years of experience in insurance and retirement planning through Kelly Insurance LLC. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, as well as technology and operational services to advisers.

Matthew Nichols is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with The Wealth Consulting Group and previously worked at Edward Jones for 12 years. Nichols provides investment advisory services through WCG Wealth Advisors, LLC, an independent firm. WCG Wealth Advisors, LLC offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, corporate clients, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports plan sponsors with fiduciary services alongside integration with legal-service pathways.

Robert Reamer is a CFP®-credentialed financial advisor with 18 years of industry experience. He is currently affiliated with Winthrop Wealth and has previously worked at Private Advisor Group, MyICON, and LPL Financial. He is also involved with Keel Financial Partners. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated private wealth management with a focus on prudence and long-term investment strategies, utilizing a combination of internal management, third-party managers, and human oversight.

Lauren Snider is a financial advisor with Lincoln Investment and holds a Series 66 designation. She has four years of industry experience and has previously worked at Capital Analysts, Thrivent Financial, Thrivent Investment Management Inc., CHS NW, Lithtex NW, Carla Benson Accounting, and Western Washington University. Outside of her advisory role, she manages social media marketing for a horse gear boutique called Buckskin Brand and is interested in taking over ownership. 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 a variety of financial planning and investment management services, employing both strategic and tactical approaches supported by an Investment Management & Research team.

David Lewis is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to his current role, he worked at Larsen Financial Services for five years. Outside of advising, he volunteers with Money Management Educators, Inc., providing educational workshops to corporate employees. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

Aron Thompson is a Series 66-registered financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He previously worked at Merrill from 2007 to 2018 before joining D.A. Davidson in 2018. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Alecia Modahl is a CFP® and Series 66 credentialed financial advisor with 21 years of industry experience. She has worked with Kestra Advisory Services LLC since 2025 and previously served clients at MODAHL Collaborative LLC and Commonwealth Financial Network. Outside of her advisory role, she owns Feuillette, LLC, a real estate entity involved in property insurance and homeowners association matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to support customized investment solutions.

Jay Bluhm is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Lewis & Bluhm Financial Group, Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. Outside his advisory work, Bluhm serves as president of the Seattle chapter of Business Networking International’s Sound Business Leaders and owns an insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Jonathan Ludeman is a CFP® with 20 years of industry experience, currently affiliated with United Planners Financial Services of America, where he has worked since 2022. He previously worked at Centaurus Financial, Inc. for ten years and has operated his own advisory and capital management businesses since 2005. Outside of financial advising, he owns Blue Heron Hill Farm in Ferndale, WA. United Planners Financial Services serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and supports both fee-based and commission-based arrangements.

Bradley Sim is a financial advisor at Farther with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Edward Jones. Outside of his advisory role, he is a property owner and manager of a residential rental house in Sumas, Washington. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Preston Karraker is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has two years of industry experience, including roles at Eagle Strategies LLC, NYLIFE Securities LLC, and Lewis & Bluhm Financial Group, LLC. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Heidi Ludeman is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with United Planners Financial Services of America, where she has worked since 2022. Her prior experience includes roles at Centaurus Financial, Inc., and Ludeman Capital Management, Inc. Outside of her advisory work, she owns and operates Blue Heron Hill Farm in Ferndale, Washington. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients, including individual investors, retirement plans, and institutional clients. The firm offers advisory and brokerage services delivered through independent representatives and emphasizes primarily non-discretionary account management.

Richard Rosbach is a financial advisor with Morgan Stanley in Bellingham, WA, holding a Series 66 designation and bringing 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Nicholas La Vigne is a financial advisor at Edward Jones in Ferndale, WA, with three years of industry experience. He holds a Series 66 designation and previously worked for Sound Beverage Distributors for 19 years before joining Edward Jones. 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.

Samuel Wensink is a financial advisor at LPL Financial with nine years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Money Concepts Capital Corp and Money Concepts from 2016 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Rubbert is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch 37 years ago and has developed expertise in areas including family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and small business strategies. Throughout his career, he has worked closely with clients at various life stages to develop personalized financial plans aimed at pursuing their long-term goals. David holds a Bachelor's Degree from WWU and the designation of Personal Investment Advisor (PIA). He is committed to providing flexible wealth management strategies tailored to clients' individual financial pictures while leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America. Outside of his professional work, David is active in his community through volunteer efforts and enjoys spending time with his family and grandchildren. He also pursues outdoor activities such as fishing, golfing, hunting, and playing pickleball with friends.

Kirk Crawford is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Marley Schiavone is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. Marley has worked with Thrivent and its affiliated firms since 2021 and previously was involved with Locker Room Fitness, LLC. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a range of financial planning topics. The firm emphasizes goal-based analyses and separates planning services from managed-account programs.

Hilary Baumstarck is a financial advisor at Merrill with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill Lynch, Pierce, Fenner and Smith Incorporated since 1997 and Bank of America, N.A. since 2009. Outside of her advisory role, she is a limited partner in Pine Street Studios, a for-profit entity based in Portland, Oregon. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.