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.

Cheryl Zudell is a ChFC® credentialed financial advisor with 22 years of industry experience. She currently works with LPL Financial and has previously been associated with Lincoln Financial Securities Corporation and First Command Financial Services. Outside of her advisory role, she is involved in selling traditional fixed insurance and annuities through Sage Wealth Partners. 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 portfolios, third-party asset management, and institutional platforms.

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 with Edward Jones in Seattle, WA, holding a PFS™ designation and Series 63 license. She has 14 years of industry experience, including four years at UBS Financial Services Inc. before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Scharosch III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to his career in finance, he was employed by Walmart and briefly worked for Mr. Delivery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program is non-discretionary, focusing on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

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.

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 Freund is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his career in finance, Freund spent 15 years at 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Evan Tidball is a CFP® certificant and holds a Series 66 license. He has worked with Edward Jones since 2016, accumulating 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.