John Moroney is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

David Coulter is a financial advisor with LPL Financial in Bremerton, WA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Merrill, and other firms. He is also involved in selling fixed annuities and various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Jeffrey Mc Intosh is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Equitable Advisors, he was involved in several entrepreneurial ventures related to the tea industry, including roles at Big Cartel Tea, Denong Tea Inc, Teabook, and McIntosh Tea, LLC. He also worked at the United States Census Bureau and Patreon during 2020 to 2023. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, offering a range of investment options through both proprietary and third-party solutions.

Timothy Hachfeld is a financial advisor with Edward Jones in Poulsbo, WA. He holds a Series 66 designation and has experience working in the health solutions and pharmaceutical sectors prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Rogelio Gonzalez is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, The Prudential Insurance Company of America, Pruco Securities LLC, Allstate, and First Command in various advisory and brokerage roles. He served in the U.S. Navy for ten years prior to his financial services career. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by internal research, third-party strategists, or TAMP sponsors and offers access to affiliated trust custody, insurance services, and a collateralized lending program.

Jon Schuette is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Frank Russell Company, Cetera, and LPL Financial. He is also an associate at Ross Financial Inc. in Silverdale, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Enric Sifa is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His career includes roles at Ameriprise, NYLIFE Securities LLC, New York Life Insurance Company, and Axa Advisors. Outside of his advisory work, he is the owner of MetroAfro LLC and works as a music producer. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with a broad range of program options and affiliations.

Kathy Anderson is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Joseph Kochera is a CFP® with eight years of experience in financial advising at Edward Jones, where he has worked since 2017. Prior to his current role, he served 30 years in the United States Navy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Denise Larsen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at LPL Financial since 2009 and previously was with Edward Jones from 2007 to 2009. Outside of her advisory role, Larsen owns a travel agency business called Goldrush Getaways. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives.

Steven Finnegan is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously operated his own firm, Steven Finnegan, LLC, from 2014 to 2021. His background also includes long-term roles with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Steven Bentley is a financial advisor with Ameriprise in Silverdale, WA, holding a Series 66 designation and 11 years of industry experience. He previously worked at LPL Financial and owned The Montane Group, Inc., a business used to employ family members and maintain a 401(k) plan for staff. He also serves as a mentor for the Northwest Environmental Training Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm employs a centralized service team and a defined investment approach that includes asset allocation and tax-aware withdrawal strategies.

Michael Allen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 66 designations and has 21 years of industry experience. Prior to joining Raymond James in 2022, he worked at Alloy Capital, where he is the sole owner and serves as president and secretary, as well as at Wells Fargo Advisors Financial Network and Edward Jones. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Thomas Herring is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked for sixteen years at Puget Sound Naval Shipyard. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, and operates a nationwide network of more than 23,000 financial advisors.

Steven Whitaker is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 credentials and 13 years of industry experience. His work history includes multiple roles within Wells Fargo entities since 2003 and positions in various school districts and educational organizations in Washington. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a range of financial products provided through its bank and insurance affiliates.

Hannah Cookson is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and serves as an advisor to multiple registered investment companies, incorporating systematic methodologies and technology-driven processes in its approach.

Brant Greene is a financial advisor at Ameriprise with over 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Greene serves as president of the Waterman & Katz Condo Association board of directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Carolyn La Favers is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 and investment solutions through a large nationwide network of advisors and branch offices.

Nicholas Maderis is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2015. Outside of his advisory role, he is a partial owner of Nibero, LLC, where he is involved in property upkeep and rent collection. 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. The firm’s approach integrates quantitative and qualitative research with forward-looking market assumptions and includes ESG criteria within its investment recommendations.

Sarah Burdick is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for twelve years and is also associated with Sound Harbor Financial, where she manages client service and office operations. Outside of her advisory role, she and her husband own a small rental property in Bremerton, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports its recommendations through various advisory programs.