I began investing with my first mutual fund purchase in 1983. I've continued studying investments and financial planning ever since, becoming a member of the American Association of Individual Investors in 1984. I earned the Associate of Science in Electronics, from Gavilan College in 1986, the Bachelor of Science in Business Administration (cum laude) at Chapman University in 1995, Master of Business Administration at Columbia College of Missouri in 2002. I completed Boston University’s Online Program for Financial Planners in 2006, and most recently earned the Master of Science in Finance & Economics at West Texas A&M University in 2024. I began formally helping others reach their financial goals in 1991, as the Command Financial Specialist aboard USS Dixon (AS 37), as part of the US Navy’s then-new Personal Financial Management program. I served in the same position at Afloat Training Group in Yokosuka, Japan. After completing a Navy career, I worked at Bank of America, first in Northwest Dealer Banking, and was soon promoted to Investment Specialist in Retirement Services. I enjoy helping others apply principles of financial management to their personal situations and teach courses in: Personal Financial Planning; Business Finance; Principles of Real Estate; Investments; and Micro and Macro Economics for Columbia College in Oak Harbor and Marysville. I also taught Personal Finance & Investments for Skagit Valley College from 2004 through 2016. Penn Cove Financial, LLC was established in 2005 and began offering Financial Planning & Investment Management services to the public in March 2006.

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.

William Beezley is a financial advisor at Olympic Financial Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Olympic Financial Advisors since 2016. Prior to this, he worked at East Jefferson Fire Rescue for nine years. Olympic Financial Advisors provides investment management and financial planning services to individuals, foundations, nonprofits, and corporate clients. The firm’s approach combines fundamental issuer analysis with a passive, asset-allocation strategy using index funds and ETFs, emphasizing long-term allocation and serving a notable mix of charitable organizations.

Michael Moore is an independent financial advisor with Peak Investments in Oak Harbor, WA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been associated with Retirement Income Planners since 2015 and has operated his own business under the name Peak Investments since 1997. Moore is also a licensed insurance agent selling fixed and equity-indexed annuities. Peak Investments provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, and small businesses. The firm emphasizes discretionary portfolio management based on client-specific objectives and is notable for its active role in pension consulting and its affiliation with an insurance business.

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.

Michael Herlevi is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His career includes roles at Edward Jones and Heritage Bank, and he currently serves as an insurance agent through TCFG Insurance Solutions. TCFG Investment Advisors provides advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, and charitable organizations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management.

Sean Kelly is a CFP® with five years of experience in the financial services industry. He is currently with Navy Federal Investment Services, LLC and has prior experience at Farther Finance Advisors, LLC, Bank of America, and Merrill. Before entering finance, he served eight years in the United States Marine Corps. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm uses model portfolios managed by third-party managers and provides ongoing account monitoring and due diligence.

Richard Keppler is a financial advisor with First Advisors National, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He previously worked at Redhawk Wealth Advisors, Inc. for four years and has been associated with Alliance Fund Distributors, Inc. since 1995. Outside of his advisory role, he is an independent insurance agent. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, and offers investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party money managers and uses fundamental analysis to supplement individual security recommendations.

Aaron Lucero is a financial advisor with Stifel Independent Advisors, LLC, holding CFP® and ChFC® designations and possessing 26 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Stifel Independent Advisors in 2022. Outside of his advisory role, Lucero serves as a board member of the Coupeville Historic Waterfront Association and coaches fastpitch softball for the Coupeville School District. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and public entities, offering brokerage and investment advisory services. The firm employs a collaborative planning process utilizing proprietary market assumptions and probabilistic modeling to develop tailored asset allocation recommendations.

Kellie Johnson is a Series 66-licensed financial advisor with Navy Federal Investment Services, LLC, with one year of industry experience. Her career includes roles at Navy Federal Credit Union, Boeing Employees Credit Union, and Pioneer Trust Bank, N.A. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services through model portfolios managed by third-party subadvisers.

Kurt Heyduck is a financial advisor with Stifel Independent Advisors, LLC, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Stifel Independent Advisors in 2022. Heyduck is also a 20% owner of Terra Firma Wealth Management, where he dedicates time outside of securities trading hours. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s approach includes collaborative financial planning using proprietary capital market models and provides a range of discretionary and non-discretionary portfolio management options.

Fred Farris is a financial advisor with Stifel Independent Advisors, LLC in Coupeville, WA. He holds the Series 66 designation and has one year of industry experience. Outside of advisory work, he is a commissioned Notary Public in the State of Washington. Stifel Independent Advisors serves a broad range of clients including individuals, corporations, trusts, and municipal entities, offering brokerage and investment advisory services. The firm uses proprietary modeling and a collaborative planning process to provide tailored asset allocation recommendations.

Dane Lucero is a financial advisor at Stifel Independent Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has worked previously at Terra Firma Wealth Management and Prairie Center. Lucero’s background also includes roles outside the financial sector, including experience at Washington State University and Penn Cove Farms. Stifel Independent Advisors serves a diverse client base including individuals, corporations, trusts, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary market assumptions and probabilistic modeling to create tailored asset allocation recommendations.

Thomas Buckingham Jr. is a financial advisor at Wedbush Securities Inc. with 56 years of industry experience. He has been with Wedbush Morgan Securities since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he publishes a quarterly investment newsletter through 401K Planning Group, LLC dba Mulberry Communications. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers brokerage and SEC-registered investment advisory services across multiple asset classes and operates managed account and wrap fee programs alongside commission-based brokerage arrangements.

Jonathan Neville is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Skyline Advisors, Inc. and Thrivent Investment Management Inc. Outside of advising, he has experience managing a rental property. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and businesses. The firm primarily uses non-discretionary, model-based wrap programs supported by third-party managers and is affiliated with the KeyBank/KeyCorp banking group.

Valeria White is a financial advisor with First Command Advisory Services, holding a Series 66 designation and four years of industry experience. Her background includes service in the US Navy and roles at Walgreens prior to joining First Command. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured, year-long planning engagements alongside discretionary asset management guided by an in-house investment team.

Joel Servatius is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has operated his own firm, Joel Servatius & Associates, since 2000 and has been affiliated with Transamerica Financial Advisors since 2012. Outside of finance, he owns Whidbey Ink, a silk screening business. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers.

William Mitchell is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at KeyBank and Wells Fargo in various capacities since 2016. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and employs committees to oversee third-party strategists and program suitability.

Patricia Cozine Cole is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has served on the North Whidbey Fire & Rescue Citizens' Advisory Committee and owns Flip Digs 7 LLC, a business focused on purchasing, improving, and reselling foreclosed properties. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes a model portfolio approach delivered through multiple platforms and third-party managers, managing approximately $1.7 billion in assets under management.

Stephanie Gale is a Certified Financial Planner (CFP®) with 30 years of industry experience. She is affiliated with Commonwealth Financial Network and Gale Investment Management, where she serves as Proprietor and President. Her career includes long-term roles at Commonwealth Financial Network since 2005 and managing her own investment advisory firm. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors, offering various advisory programs and services including wealth management and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Jeffery Pleet is a financial advisor with Edward Jones in Oak Harbor, WA, holding ChFC® and Series 63, 65, and 66 designations. He has 51 years of industry experience and has been with Edward Jones since 2009. He serves as a board member for the Northwest WA Estate Planning Council, participating in community outreach events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household types and corporate clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Christopher Renfro is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Coupeville, WA. Outside of his advisory role, he is involved as the assistant treasurer for the Central Whidbey Cooperative Preschool. 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 under management through a large nationwide network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Anne Kralman is a financial advisor at Edward Jones with Series 66 registration and two years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Susan Powers is a financial advisor with Edward Jones in Oak Harbor, WA, holding CFP®, ChFC®, and Series 66 credentials with eight years of industry experience. Her career includes multiple roles at Edward Jones since 2016 and previous work in education and entrepreneurial ventures. She is active in her community, serving in leadership and volunteer roles with local organizations such as Soroptimist International, the Oak Harbor Music Festival, the Ballet Slipper Conservatory, and Miss Oak Harbor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm is notable for its extensive nationwide advisor network and integrated offerings, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Johnny Matkins Jr. is a Series 66 licensed financial advisor with Edward Jones, based in Camano, Washington. He has one year of industry experience and has worked at Edward Jones since 2023. Prior to his advisory career, Matkins managed operations at Camano Plaza IGA, where he was responsible for store oversight in the director’s absence. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Matthew Anderson is a financial advisor with Edward Jones in Oak Harbor, 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 individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

William Baldwin is a financial advisor with Edward Jones in Oak Harbor, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jared Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Camano, WA. Edward Jones is a full-service wealth management firm that serves 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 affiliated mutual funds, operating under a fiduciary standard.

Andrew Lee is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial in Oak Harbor, WA. His prior roles include positions at Kestra Advisory, Barrett Financial, and Milliman, Inc. Outside of his advisory work, Lee is involved in tax preparation and bookkeeping through Misty Mountains BookKeeping. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house Research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Timothy Stelling is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Grove Point Advisors, LLC and Grove Point Investments, LLC. Outside of his advisory work, he is a coach for sports and fitness at Coupeville High School. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a wide range of investment solutions tailored to client needs.

Gene Barner is a financial advisor at Edward Jones in Oak Harbor, WA, with 22 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 65 designations. He serves as a board member at large for the Bayview West Condominium Association, participating in by-law review and oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial capabilities.

Diana Wynn is a financial advisor with LPL Financial in Oak Harbor, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Commonwealth Financial Network for six years before joining LPL Financial in 2016. Outside of her advisory role, she is involved in a family real estate appraisal business and is pursuing training to assist with appraisal reports. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Cynthia Casey is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. She has been with Edward Jones since 2017 and previously worked as a homemaker and briefly with PTSA Anacortes High School. Outside of her advisory role, she is a vice president of Merry Heart Chicks, LLC, a holding company formed for potential future business activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory programs, investment strategies, and affiliated capabilities supported by a large nationwide network of financial advisors and branch offices.

Christopher Frank is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Helena Pleet is a financial advisor at Edward Jones in Oak Harbor, WA, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones, she worked in the service and education sectors, including roles at Deception Pass Tours, MOD Pizza, and local schools. She is a partial owner of Merry Heart Chicks, LLC, a holding company with real estate interests. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates a nationwide network of approximately 23,701 financial advisors and manages over $1 trillion in assets under management.

London Cook is a Series 65 licensed advisor with LPL Financial, based in Oak Harbor, WA, and has six years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and DocuSign. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Eric Schelling is a financial advisor at Edward Jones in Oak Harbor, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 and investment strategies supported by a large national network of financial advisors and branch offices.

Alfred Bowman is a financial advisor with Edward Jones in Port Townsend, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Constance Moore is a Series 66-credentialed financial advisor with Edward Jones, where she has worked since 2009. She has 17 years of industry experience and is based in La Conner, WA. Outside of her advisory role, she serves as secretary for the La Conner Kiwanis club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds.

Anthony Soans is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has an extensive background with Avantax firms, having worked there for nearly three decades before joining LPL Financial in 2021. Since 1979, he has also owned and operated Soans & Associates, Inc., a tax preparation and accounting business. Additionally, he owns a business called QwikMarine.com. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, with delivery options ranging from financial planning to third-party asset management and participant-directed retirement advice.

Dawn Miller is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in physical therapy administration and international education. Outside of her advisory role, she occasionally dog sits for friends. 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 strategies and advisory services, supported by a large network of advisors and branch offices across the United States.

Joshua Kelley is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in hospitality and self-employment roles. Kelley serves as a board member for Skagit Habitat for Humanity and is an advisory committee member for Skagit Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Darin Cook is a financial advisor with LPL Financial in Oak Harbor, WA, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked previously with Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Outside of his advisory role, he is involved with several business entities for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Leonard Radziwanowicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that collaborates with affluent clients—including business owners, executives, tech leaders, and multi-generational families—to invest, grow, and transfer wealth effectively. Leonard employs a goals-based wealth management approach, customizing portfolios to align with clients’ unique goals, time horizons, and priorities, and coordinates comprehensive strategies with clients’ tax and legal advisors to enhance tax efficiency and support wealth transfer objectives. With more than 18 years of experience in wealth management and investing, Leonard joined Merrill Lynch in 2002 following a 20-year career as an Officer in the U.S. Coast Guard. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Leonard earned a Bachelor of Science in Economics and Management from the U.S. Coast Guard Academy, a Master of Business Administration from the University of New Orleans, and a Master of Public Administration from Seattle University. Leonard and his wife Lisa have lived in Seattle since 1988, where they raised their son. He has served on the Board of Directors for Pioneer Human Services and supports local organizations focused on youth and combating homelessness. Outside of work, Leonard enjoys outdoor activities such as boating, camping, hiking, biking, skiing, and paddleboarding, reflecting his connection to the Pacific Northwest.

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.

Aaron Tabor is a financial advisor with Edward Jones in Oak Harbor, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he served in the U.S. Navy for 22 years and worked at Amazon. He is involved with the Washington Women's Lacrosse Officials Organization and intends to work as a girl's lacrosse official when able. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Keith Buchanan is a financial advisor with LPL Financial in Port Townsend, WA, holding a Series 63 designation and 38 years of industry experience. He previously worked at Equinox for 20 years and has operated the Keith Buchanan Insurance Agency since 1995. Outside of advising, he is involved in a business helping people set up websites and blogs and is co-owner of a local business called Cleo & Grey. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with insurance and credit services through affiliated entities.