Susan Mccoy is a financial advisor with Money Concepts Capital Corp in Silverdale, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Money Concepts Capital since 2005. Outside of her advisory role, she is president and owner of SGM Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through a variety of managed programs, utilizing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

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.

Jay Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior firms include Stonebridge Wealth Management, National Asset Management, and UBS Financial Services. In addition to his advisory role, Mr. Schwartz is a licensed attorney and an independent insurance agent, with these activities conducted separately from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party technology platforms and managers to implement a range of investment strategies.

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.

John Aronson is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. His prior experience includes roles at Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services, Inc. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios.

Jeffrey Anderson is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. Prior to joining Rockefeller Financial, he worked at UBS Financial Services Inc. for 14 years. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm employs a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Nathan Enzian is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. He serves as Vice-Chair of the JT Sheffield Industrial Park Condo Association board. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

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.

Andrew Harvey is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation and four years of industry experience. He has worked at Commonwealth Financial Network since 2021 and has additional experience with Opus 111 Group, Securities America Advisors, and Securities America, Inc. Outside of his advisory role, Harvey is a freelance sports broadcaster and writer. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers various advisory programs and support services, including wealth management and retirement plan consulting, while providing advisors discretion in portfolio construction alongside managed model portfolios and customized program options.

Noah Schwartz is a financial advisor at Private Advisor Group, LLC with one year of industry experience. He holds a Series 65 designation and operates his investment advisory services under the business name Stonebridge Wealth Management. His prior work includes roles in various customer service and operations positions, as well as a four-year period at Tufts University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

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.

Dylan Mc Kee is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation. He began his advisory career in 2026 after previous work experience that includes five years at Grand Central Bakery and a year at Rosauers Supermarkets. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

John Baggett is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he rents a room in his secondary residence to a friend. 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 solutions, supported by a large nationwide network of advisors and branch offices.

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.

Sek Seng Lim is a financial advisor at Merrill based in Seattle, WA, holding a Series 66 designation with six years of industry experience. He has been with Merrill and Bank of America, N.A. since 2017, following a one-year period of unemployment. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

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.

Donald Lagerquist is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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.

Rory O'Sullivan is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seattle, WA, holding a Series 66 credential and 12 years of industry experience. He has worked at Wells Fargo Funds Distributor, LLC and BMO Harris Financial Advisors, Inc. before his current roles starting in 2018. O'Sullivan serves as a board member and finance committee member for the Magnolia Chamber of Commerce. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique capabilities in municipal finance and employer advisory services.