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.

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.

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.

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.

Kimberly Rauch is a Financial Advisor at Merrill Lynch Wealth Management, specializing in income strategies, long-term investment guidance, and retirement preparation. With over nine years of experience in the financial industry, she focuses on building long-term relationships founded on trust and transparency to support individuals and families through various life transitions. Her expertise encompasses education planning, legacy planning, liquidity management, personal retirement planning, tax minimization, retirement income, and advising women on wealth matters. Kimberly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her High School Diploma from Sorensons Private School. Kimberly takes a relationship-focused approach by working closely with clients to understand their goals, values, and priorities. Her goal is to help clients move toward their financial objectives with confidence by providing a clear and supportive planning experience.

Adam Bennett is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2022, as well as prior positions with ESPN, Houston Astros, Uber, and Indiana Pacers Sports and Entertainment. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including broad retail and institutional offerings, investment products, and financial planning strategies.

Jeffrey Palpant is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Dawn Guzman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1987. Dawn focuses on delivering a holistic approach to managing wealth by listening to her clients' needs and ensuring each strategy is based on a clear understanding of their goals. She leverages the capabilities of Merrill Lynch Wealth Management and the banking services of Bank of America to address various aspects of her clients' financial lives. Dawn holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned a High School Diploma from Bremerton High School. Her client focus areas include managing new wealth, personal retirement planning, and women and wealth. Having recently relocated to Arizona, Dawn enjoys golfing, boating, and spending time with her family. She is involved with the community through her work with First Tee of Seattle.

Connor Smith is a Series 66 licensed financial advisor with Edward Jones in Poulsbo, WA, bringing three years of industry experience. Prior to joining Edward Jones, he held roles at Meyer Engineered Materials, Techtronic Industries, Olympus Real Estate Ventures, and the University of Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Seth Kunzl is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Sound Physicians for eight years. Edward Jones is a full-service wealth management firm serving over four million 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.

Jason Emerson is a financial advisor at Edward Jones in Manchester, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he served with the City of Tacoma Fire Department and the Shoreline Fire Department and was involved with First In Training and Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Bus is a financial advisor with LPL Financial in Poulsbo, Washington, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Before joining LPL in 2017, he worked at Market to Market and Prudential-related firms from 2011 to 2017. Outside of his advisory role, Bus serves as a city councilmember for Mountlake Terrace, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by a broad network of advisors and utilizes various models and third-party subadvisors alongside its advisory platform.

Katelyn Graham is a financial advisor with Edward Jones in Belfair, WA, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Edward Jones in 2019, she worked in various roles including positions at Foresters Financial and several retail and hospitality businesses. She is also a commissioned notary public in Belfair. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is noted for its extensive retail advisor network and affiliated capabilities such as trust services, mutual funds, and securities-based lending.

Rebekah Williamson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, among other positions. She is also involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and offers a range of portfolio management options with a focus on individual—not institutional—clients.

Lauren Nokleby is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and 13 years of experience with the firm. She has been with Edward Jones since 2013. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Lisa Moore is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2018 and previously worked for the Renton School District from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a nationwide network of more than 23,000 financial advisors.

Pablo Yepez is a financial advisor with Edward Jones in Bremerton, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and provides services under a fiduciary standard.

Alijah Hawley is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones in Belfair, WA, where he has worked since 2018. He has eight years of industry experience, including prior roles at WestRock and the University of Washington. 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 operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Matthew Sawan is a financial advisor at Edward Jones with 25 years of industry experience and holds Series 63, Series 65, and Series 66 credentials. His prior work history includes roles at Prudential Insurance Company of America, AIG Capital Services, and AAA of Washington Insurance Agency. Outside of advising, he conducts financial education workshops as a contracted presenter for balancinglifeissues.com. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.