Martin Calvert is a financial advisor at Morgan Stanley with 35 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2024. Calvert serves on the board of Montana Ambassadors, a nonprofit organization focused on community events and fundraising. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and wealth management solutions supported by firm-approved tools and investment research.

Debra Hooks is a financial advisor at Morgan Stanley with 20 years at the firm and 11 years of industry experience. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm’s process uses structured discovery, firm-approved tools, and modeling techniques to develop plans, while clients are responsible for implementing and maintaining them.

Marina Davis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She worked at J.P. Morgan Securities for eight years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jeffrey Vert is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he manages tax preparation and accounting services through Vert & Associates LLC and Arch CPA Accounting & Tax Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Munch 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 Stirrett Johnsen, General Mechanical, Inc., and Quanex Building Products. Outside of advising, he operates a hobby farm where he raises and sells day-old chicks and eggs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a nationwide network of over 23,700 financial advisors.

John Crull is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2018 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and participates in home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Ryann Chappell is a financial advisor at Fisher Investments with a Series 65 credential and three years of industry experience. She has been with Fisher Investments since 2016. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research and employs tax-aware and risk management strategies.

Troy Turner is a financial advisor at Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience and previously held leadership roles at Rainier Arms LLC and Tatoosh Distillery LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cameron Smith is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the mortgage industry with firms including Hometown Lenders Inc., CrossCountry Mortgage, RPM Mortgage, and Penrith Home Loans. Outside of his advisory role, he manages a rental property in Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Gregory Steiger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2021. Outside of his advisory role, he serves as a paraplanner at Dunning Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Chris Lalande is a financial advisor at Edward Jones with 37 years of industry experience. He has held Series 63 and Series 66 designations and has been with Edward Jones since 1998. Based in Seattle, WA, he has spent 28 years with the firm. 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 discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Jared Johnson is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Quest Factor and multiple positions at the University of Washington. He is also involved with River Run Wealth Advisors as a separate business activity. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party and firm-offered advisory solutions, including mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Cheryln Morrell is a financial advisor at Edward Jones in Silverdale, WA, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in selling SEINT beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions managed under a fiduciary standard. The firm supports a large network of advisors and branch offices and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Margaret Ginder is a CFP®-certified financial advisor with 13 years of industry experience, currently advising clients at Morgan Stanley. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is based in Bainbridge Island, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and models, managing approximately $2.74 trillion in client assets.

John Kakarigi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with J.P. Morgan Securities and its related entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a centralized manager solutions team.

John Kelly Jr. is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering structured recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dustin Meade is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Douglas Saksa is a CFA® charterholder with 26 years of industry experience. He is the sole advisor at Pegasus Investment Management LLC, where he has been associated since 1991. The firm primarily serves high-net-worth clients and offers portfolio management and advisory services under a percentage-of-assets fee model. Pegasus Investment Management operates with a consultative approach, typically managing assets on a non-discretionary basis and allowing clients to retain final trading authority.

Irene Dabanian is the sole advisor at IJD Evergreen Financial Services LLC, an independent firm based in Shoreline, WA. She holds a Series 65 credential and has 19 years of industry experience, having led her firm since 2003. IJD Evergreen Financial Services serves a small client base of 17 clients, providing advisory and consulting services without offering portfolio management. The firm operates through non-discretionary engagements, delivering client-specific advice rather than managing portfolios or using an assets-under-management fee model.