Shane Klingenstein is a financial advisor with Edward Jones in Bonney Lake, WA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory work, he is involved in commercial real estate management and owns rental properties in Lake Tapps, WA. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Scott Maloy is a financial advisor with LPL Financial in Tacoma, Washington, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also maintains an investment-related business entity for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Steven Koleszar is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jeffrey Cathersal is a financial advisor at Penny Lane Wealth Management, LLC with 24 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Arbor Point Advisors. He also serves as president of Cathersal Investments, Inc. Penny Lane Wealth Management, LLC provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation. The firm manages approximately $18.9 million in assets across around 40 client relationships.

John Williamson is a financial advisor with Penny Lane Wealth Management, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has previously worked with Alexander Capital Wealth Management, Alexander Capital, and Portfolio Strategies Inc. Williamson serves on the board of One Accord Human Services Group, a nonprofit that assists individuals with criminal backgrounds through job training and employment placement. Penny Lane Wealth Management provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, focusing on advice, planning, and client-directed implementation rather than portfolio management. The firm manages approximately $18.9 million in assets across about 40 client relationships.

Christine Pickering is a financial advisor at Penny Lane Wealth Management, LLC in Tacoma, WA, holding a Series 65 designation with four years of industry experience. Prior to joining Penny Lane Wealth Management in 2022, she spent 13 years at The Boeing Company. Penny Lane Wealth Management provides advisory services primarily on a non-discretionary basis to individual and high-net-worth clients, managing approximately $18.9 million in assets across about 40 client relationships. The firm focuses on advice, planning, and client-directed implementation rather than portfolio management.