James Logan is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he served eight years with the US Navy at the Puget Sound Naval Shipyard. He is involved in community and political organizations, serving as an officer for FairVote Washington and the Libertarian Party at both the county and state levels. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, employing a centralized team for portfolio management and using a prescribed selection of third-party managers.

William Weeks is a financial advisor with Commonwealth Financial Network in Silverdale, WA, holding Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Wealthmark Advisors and Thrivent Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Cassandra O'dea is a financial advisor at First Command Advisory Services with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at First Command Brokerage Services and Christopher Churchill. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Nathan Ringkamp is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has no prior industry experience but served 20 years in the U.S. Marine Corps before joining First Command in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team that selects and monitors model portfolios and third-party managers from preapproved lists.

Kenneth Horwitz is a financial advisor with UBS Financial Services in Bremerton, WA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with UBS since 1986. Outside of his advisory work, Horwitz owns and operates Olde Thyme Aviation, Inc., an engineering company that maintains vintage airplanes and offers flights at the Museum of Flight. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Kenneth Seaton, Jr Jr. is a CFP®-certified financial advisor with Edward Jones in Port Orchard, WA, having 19 years of industry experience and over 20 years with Edward Jones. He serves on the investment committee of the Kitsap Community Foundation in Silverdale, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Catherine Mc Dougall is a financial advisor with LPL Financial in Bremerton, WA, holding CFP® and Series 66 credentials and 14 years of industry experience. She previously worked at Edward Jones for seven years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Ryan Gilhuly is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David St Martin is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Benjamin Pecora is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for eight years and has been involved with The Home Depot and the Bainbridge Island Youth Soccer Club for over a decade. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management across various programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by multiple custodial arrangements and alternative investment options.

Michael Guizzetti is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He has worked at Thrivent since 2013 and previously spent two years with Edelman Financial Engines. Guizzetti holds Series 65 and Series 63 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority. The firm offers combined planning and managed-account services through its WealthPlan program while keeping these services separate.

Ruben Perez is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and 11 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Deborah Clyne Oishi is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.

Kristine Booth is a financial advisor with Ameriprise in Poulsbo, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Ameriprise since 2022 and previously was employed at Carters Osh Kosh from 2019 to 2023. Ameriprise offers retirement-income planning services aimed 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 combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Patrick Higgins is a Certified Financial Planner (CFP®) with 30 years of experience and has been with Raymond James Financial since 2009. He previously worked at Fleury Financial Group and Fleury Financial LLC and is the owner and president of 360 Capital Inc., an S Corporation based in Washington. Higgins also serves as an exercise instructor for the nonprofit Haselwood Family YMCA. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports a broad advisor network with specialized services including municipal advisory and SIMPLE IRA Employer Advisory programs.

Richard Soper is a financial advisor with LPL Financial based in Bremerton, WA, holding a Series 63 designation and 29 years of industry experience. He has worked with Kitsap Credit Union and LPL Financial since 2001. Outside of his advisory role, he is involved in video production, creating public service announcements and commercials for local organizations, and he is also an author planning to self-publish a book titled "The Rock Star." LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dale Donaldson is a financial advisor with Ameriprise in Belfair, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for Project Barnabas, Inc. and is involved in business ownership and real estate ventures. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gavin Tregoning is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Kitsap Credit Union and Starbucks Corporation. 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, third-party asset management, and institutional platforms.

Joshua Jeffries is a financial advisor with LPL Financial based in Bremerton, WA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current roles, he worked at Wells Fargo Clearing and Wells Fargo Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.