Rick Larson is a financial advisor with Morgan Stanley in Gig Harbor, WA, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley since 2009, and Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory process.

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.

Dennis Bush is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Raymond James since 1996. Outside of his advisory role, he is president of Bush, Polen & Associates, a tax preparation business. 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, and institutional investors. The firm offers tailored non-discretionary planning and supports a broad network of advisors with sophisticated analytical tools and specialized programs.

Joe Davis is a Series 66-licensed financial advisor at Thrivent Investment Management with seven years of industry experience. He has been with Thrivent since 2018 and previously served 18 years in the Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority.

Natalie Pace is a financial advisor with Ameriprise in Belfair, WA, holding a Series 66 designation and having four years of industry experience. She has been with Ameriprise continuously since 2016. Outside of her role at Ameriprise, she manages an advisory business with Wealthbridge Advisors Inc. 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 retirement income planning through written Recommendation Reports and annual advice, using proprietary research alongside third-party data and tools.

Anthony Hauenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. who holds a Series 66 designation and has 14 years of industry experience. He also works as an independent contractor at Bush, Polen and Associates, Inc., and is a musician performing at various venues since 1994. Additionally, he is the CEO of T To L Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

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.

Anona Klabo is a financial advisor with Cetera holding the CFP® and ChFC® designations and over 27 years of industry experience. She has been with Cetera and its affiliates since 2005 and also worked at Heritage Bank and Harborstone Credit Union. Outside of advising, she is a 100% owner of a rental property. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Jillian Tizapantzi is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 licenses and has worked at various JPMorgan entities and KeyBank. Outside of finance, she has been involved with Ocean 5/Table 47/Harbor 05 LLC since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and supports a range of investment strategies, including those with an ESG framework.

Brian Van Houten is a financial advisor with Ameriprise in Gig Harbor, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Van Houten serves on the Board of Directors for Heritage HOA, a community organization in Gig Harbor. Ameriprise offers retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Robert Eiford Jr. is a financial advisor with J.P. Morgan Securities in Gig Harbor, WA, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at Chase Investment Services Corp., Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Waddell & Reed, as well as managing the Robert S. Eiford and Susanne Eiford Family Partnership, LLC from 2014 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

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.

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.

Lance Rummel is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley firms since 2009, including over a decade with Morgan Stanley Private Bank. Outside of his advisory role, he owns and operates Gig Harbor Boat Rentals and oversees Redrum Holdings LLC, a family business holding company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, offering tailored plans supported by firm-approved tools and a wide range of investment solutions.

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.

Paul Nelson is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Cetera and previously worked at LPL Financial for 10 years. Nelson is also involved with Weststar Prosperity Partners, providing financial planning and investing services, and holds an insurance agent role specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with programs that include model portfolios, third-party managers, and various discretionary authorities.

Adam Wojtanowicz is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Metro Parks Tacoma from 2012 to 2019. Outside of his advisory role, he donates plasma in Tacoma, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

David Lehman is a financial advisor with Ameriprise in Belfair, Washington, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2012. In addition to his role at Ameriprise, he serves as Financial Advisor and Chief Operating Officer of Wealthbridge Advisors, Inc., where he manages the advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. This service provides clients with written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

David Hawley Jr. is a CFP® with 25 years of experience in financial advising, all of which have been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in a business partnership focused on developing and leasing commercial space in Belfair, WA. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.