Shona Martin is a Certified Financial Planner™ (CFP®) and holds a Series 65 license with nine years of industry experience. She has worked with Curtis Financial Planning and Archer Investment Management before founding Fidalgo Financial Planning in 2016. Her background includes paraplanning and healthcare experience. Fidalgo Financial Planning serves individual clients, including high-net-worth individuals, offering comprehensive and hourly financial planning focused on cash flow, retirement, tax efficiency, and benefit optimization. The firm emphasizes passive asset allocation and uses third-party managers for ongoing portfolio management, prioritizing customized planning over asset growth and occasionally providing general education seminars and speaking engagements.

Kyle Rash is a financial advisor at Champion Financial Planning LLC in Anacortes, WA. He holds the ChFC® designation and Series 65 license, with five years of industry experience. In addition to his advisory role, he serves as Vice President and Chief Financial Officer of Kyabella, PLLC. Champion Financial Planning is an independent, state-registered firm serving individuals, families, and businesses with comprehensive financial planning and optional investment management. The firm emphasizes plan-first engagements and primarily uses passive investment strategies involving low-cost index funds and ETFs.

Paul Murk is the sole advisor at Sequoia Planning & Investments LLC in La Conner, WA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Sequoia Planning and Investments since 1998. Sequoia Planning & Investments provides investment advisory and financial planning services to individuals, families, high-net-worth clients, and trusts. The firm employs a research-driven, long-term strategic asset allocation approach using primarily low-cost mutual funds and ETFs, with a focus on tax efficiency and client approval before trades.

James Bunker is a financial advisor with Performance Tracking Inc. in Anacortes, WA. He holds a Series 63 designation and has 34 years of experience in the industry. He has worked at Performance Tracking Inc. since 1992 and also has long-standing roles with Acument Securities, Incorporated and 1 St Discount Brokerage, Inc. Performance Tracking Inc. is an independent firm providing investment portfolio creation and management services.

Wayne Best is a financial advisor at Tamalpais Asset Management with 24 years of industry experience. He holds a Series 66 designation and has worked at Marin Wealth Advisors, LaSalle St. Investment Advisors, and other firms before joining Tamalpais. He is also the owner of Align Financial Services, which is compensated based on assets under management at Tamalpais. Tamalpais Asset Management is a team-based, SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, endowments, qualified retirement plan sponsors, and business entities. The firm emphasizes passive investing through DFA mutual funds and ETFs within a process informed by modern portfolio theory, while also employing longer-term trading and tailored portfolio management.

Amy Hong is a CFP®-designated financial advisor with Kestra Advisory who has six years of industry experience. She has been affiliated with Kestra Advisory since 2020 and also works with Kestra Investment Services, LLC. Outside of her advisory role, she holds several community and nonprofit positions, including serving on the Economic Development Alliance of Skagit County board and participating in local school district advisory activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, serving large investors such as sovereign wealth funds and providing access to multiple management platforms.

Kelley Conley is a financial advisor with First Command Advisory Services and holds a Series 66 credential. Conley has four years of industry experience, including roles at First Command Advisory Services, First Command Insurance Services, and First Command Brokerage Services. Prior to joining the firm, Conley held various positions in academia and retail. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by an internal Investment Management Team.

Sasha Bollman is a Series 66 licensed financial advisor with First Command Advisory Services, bringing three years of industry experience. Prior to joining First Command, Sasha served in the U.S. Navy and held roles with the Navy-Marine Corps Relief Society and Naval Postgraduate School. Outside of advisory work, Sasha is a limited partner in CD Heritage El Cajon, LLC, involved in real estate development investment projects. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized team that selects model portfolios and third-party managers under discretionary authority.

Alana Crouch is a financial advisor with First Command Advisory Services based in Anacortes, WA. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at ValueBank Texas and over ten years with Domino's. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who manage model portfolios and third-party managers from approved lists.

Rodney Mott is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Thrivent Financial, LPL Financial, and First Federal of Port Angeles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers along with ongoing portfolio monitoring and supervisory oversight.

Eli De Jong is a CFP®-certified financial advisor with one year of industry experience. He is currently with Kestra Advisory Services LLC and Kestra Investment Services LLC. Prior to Kestra, he held roles at Ameriprise and Wells Fargo in addition to various other positions, including work with Summit Ministries and educational institutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving clients including sovereign wealth funds.

William Goodman is a financial advisor at Edward Jones in Mount Vernon, WA, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for SPIE from 2012 to 2022. 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 solutions supported by a large nationwide network of advisors and branch offices.

Taunya Sell is a financial advisor with RBC Capital Markets in Anacortes, WA, holding a Series 66 credential and 24 years of industry experience. She has previously worked at UBS Financial Services for nine years. Sell serves as Vice President on a condominium association board and participates on the Finance Committee of the Seattle Yacht Club, advising on capital projects and long-term investment strategy. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through various wrap fee advisory programs. The firm integrates in-house and third-party investment managers and provides a range of portfolio structuring options tailored to client risk profiles.

Erik Saunders is a financial advisor with LPL Financial in Anacortes, WA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has previously worked at Charles Schwab and Financial Advocates Investment Management. Outside of his advisory role, he has served as a hitting instructor and trainer for the Anacortes Baseball Club since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing various investment strategies supported by proprietary research and technology tools.

Troy Kunz is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Anacortes, WA, and holds Series 63 and Series 66 licenses. Kunz is also a director of the Sedro-Woolley Chamber of Commerce, representing local business interests. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Gerrit Maatkamp is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at several firms including BlueCart and Restaurant Revolution Technologies, and has experience as a Twitch streamer. Edward Jones is a full-service wealth management firm serving more than four million clients with a wide range of investment programs and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Steven Rutz is a financial advisor with Edward Jones in Anacortes, WA, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns several rental properties in Anacortes. 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 options supported by a large network of advisors and branch offices, operating under a fiduciary standard.

Benjamin Jensen is a CFP® professional with 20 years of industry experience. He has been with Edward Jones since 2015. Jensen holds Series 63 and Series 66 licenses and is based in Anacortes, WA. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Alex Hochsprung is a financial advisor with Edward Jones in Mount Vernon, WA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior work experience at Bellingham Golf & Country Club, Sehome High School, and Fairhaven Middle School. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elliott Johnson is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for six years, following an 11-year tenure at Edward Jones. Outside of his advisory role, Johnson serves as CEO of Haven Financial Partners LLC and is a committee member overseeing financial operations at Island Health. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a non-discretionary approach using analytical tools to align with client goals and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Gary Thramer is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and U.S. Bancorp Piper Jaffray Inc. for over 20 years each. He also serves as president of the Anacortes Public Library Foundation. 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 23,700 financial advisors and a diverse set of affiliated services.

Constance Moore is a Series 66 credentialed financial advisor at Edward Jones with two years of industry experience. She has an extensive history with Edward Jones, spanning from 2009 to the present. Outside of her advisory role, she serves as Secretary of the La Conner Kiwanis, participating in regular and financial board meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Anthony Soans is a financial advisor with LPL Financial in La Conner, Washington, holding a Series 63 designation and 34 years of industry experience. He previously spent nearly three decades with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory work, he is the owner of Soans & Associates, Inc., a tax preparation and accounting firm, and operates QwikMarine.com, a business unrelated to investments. 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 portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Janie Crane is a Series 66 licensed financial advisor with Edward Jones in Anacortes, WA, where she has worked since 2023. She has two years of industry experience, including five years at Island Health and nine years at Pregnancy Choices. Outside of her advisory role, she is involved in managing a family-owned cabin held in an LLC with relatives. 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 broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds.

Melissa Cates is a financial advisor with Edward Jones in Mount Vernon, WA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as President Elect of the Rotary Club of Whidbey Westside, involved in community service project coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Scott Price is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a managing member in property holdings and commercial real estate ventures on Camano Island and La Conner, Washington. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a wide range of household types and organizations. The firm offers various managed investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a notable national advisor and branch presence.

Jonathan Montes is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Anacortes, WA. He has six years of industry experience, including 11 years of prior service in the United States Navy. Outside of his advisory role, he co-owns a design consultation and retail business and serves as a parent-tutor leading a home education co-op for first grade students. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets through a nationwide network of advisors and branches, offering tailored investment solutions under a fiduciary standard.