Lindsey Moll is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Sevier is a CFP®-designated financial advisor with 17 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with firms including Penn Mutual Life Insurance Company, UBS Financial Services, and Alaska USA. 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 wide range of advisory and brokerage services, employing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

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.

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.

David Holt is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked with Bank of America since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Minaker is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and also serves as an assistant baseball coach at Edmonds-Woodway High School. His career includes roles at several firms, including Greenlight Investors, LLC, and Carl Zeiss Meditec USA, Inc. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

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.

Scott Stanley is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2012. He operates under the Pharos Wealth Management name as a DBA for his LPL business, providing general wealth management services. 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.

Kimberly Monnahan is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63, 65, and 66 credentials and bringing 22 years of industry experience. Her career includes roles at Ameriprise, Private Advisory Group, Northern Trust Securities, Banc of America Investment Services, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a wide network of more than 22,800 advisors.

Kenneth Lubkowski is a financial advisor at LPL Financial in Seattle, WA, with 26 years of industry experience. He holds the Series 66 designation and has been with LPL Financial (formerly Linsco Private Ledger) since 2000. 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.

Tadeusz Markow is a CFP® credentialed financial advisor with 33 years of industry experience, currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2007. He also operates Markow Financial Group, Inc., which he founded in 1995, and is involved as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals. The firm manages a multi-billion dollar asset base and offers various account implementation platforms and proprietary model strategies.

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.

Nicholas Ruppe is a financial advisor with Ameriprise in Edmonds, WA, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior work includes roles at KeyBank NA, NYLIFE Securities LLC, and New York Life Insurance Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice. The firm emphasizes tax-aware withdrawal strategies and incorporates proprietary research and third-party data within a defined investment framework.

Kenneth Ballard is a financial advisor at Fidelity with five years of industry experience and holds the Series 66 designation. His career includes roles at Fidelity Investments, Edward Jones, Fred Meyer Jewelers, and Alaska USA Federal Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its advisory role to multiple registered investment companies and its use of advanced methodologies including AI and systematic portfolio management.

Jack Lee is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and Wells Fargo in various roles since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Benjamin Eickhoff is a financial advisor with Wells Fargo Clearing in Edmonds, WA. He holds a Series 66 designation and has 18 years of industry experience, including a decade at Wells Fargo Clearing and ongoing service with Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment approaches.

Hannah Smith is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience in caregiving and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Chelea Lawrence is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent five years at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.