Rebekah Williamson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has a diverse background including roles at Robedeau Plumbing, Amazon, Gateway Christian Schools, and South Kitsap School District. Outside of her advisory work, she is involved in sales of loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm distinguishes itself with a tiered wrap fee structure and a curated selection of third-party asset managers.

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.

Carson Nyman is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at several golf courses and a nursery business. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

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.

Gina Hilton Vanosdall is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Cheryl Zudell is a financial advisor at LPL Financial with 22 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2024, she worked at Lincoln Financial Securities Corporation and First Command Financial Services in various advisory roles. Outside of her advisory work, she is involved with Sage Wealth Partners, focusing on the sale of traditional fixed insurance and annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research from both internal and third-party sources and incorporating technologies such as machine learning in its investment approach.

James Smalley is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 63 designation and 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he owns an automotive and transportation-related business in Washington. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured discovery process and firm-approved planning tools.

Maria Colon is a financial advisor at Edward Jones with 13 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at UBS Financial Services and Edward Jones since 2014 and 2018, respectively. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Stephen Scharosch III is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with prior experience at Walmart and Mr. Delivery. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Jeff Thomsen is a financial advisor with Ameriprise in Gig Harbor, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, algorithm-supported advice through a centralized consulting team.

Ryan Bradley is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following a decade at AT&T. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing comprehensive recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.

Jeroen Van Der Sanden is a financial advisor at Morgan Stanley with Series 66 credentials and five years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his financial services career, he was employed at Saint-Gobain from 2013 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved tools and a broad range of retail and institutional offerings.

Michael O'Brien II is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at RBC Capital Markets Corporation, City National Bank, and currently Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it offers both retail and institutional investment solutions alongside specialized activities such as principal trading and private fund relationships.

Daniel Brown is a financial advisor with Ameriprise in Kingston, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Joshua Gregory 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 advising, he serves on the Board of Directors for Tualatin Youth Baseball as Head of Field Maintenance. Ameriprise offers retirement-income planning services geared toward clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Patrick Elliott is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. Outside of advising, Elliott has involvement in building development and property management related to family real estate holdings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, employing a tailored investment approach using both in-house and third-party managers.

James Patton is a financial advisor with Edward Jones in Kingston, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at O'Reilly Auto Parts from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,100 branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.