Shona Martin is a CFP® and holds a Series 65 license, with nine years of industry experience. She currently operates Fidalgo Financial Planning, a solo independent advisory firm, and has prior experience with Curtis Financial Planning and Archer Investment Management. Before entering financial planning, she worked at the University of Washington Medical Center for four years. Fidalgo Financial Planning provides comprehensive and hourly financial planning services primarily to individual clients, including some high-net-worth individuals. The firm focuses on detailed, benefits-oriented planning and emphasizes passive asset-allocation strategies when investment analysis is involved, relying on third-party money managers for ongoing portfolio management. It offers educational seminars and speaking engagements as a general education service.

Kyle Rash is a financial advisor at Champion Financial Planning LLC in Anacortes, WA, holding the ChFC® designation and a Series 65 license with five years of industry experience. He also serves as Vice President and Chief Financial Officer of Kyabella, PLLC. Rash’s financial planning primarily focuses on passive buy-and-hold investment strategies. Champion Financial Planning LLC is an independent, fee-only advisory firm serving individual and family clients with comprehensive financial planning on topics such as retirement, tax, estate, and risk management. The firm emphasizes project-based planning with written deliverables and offers optional ongoing services, using a passive, low-cost investment approach grounded in Modern Portfolio Theory.

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.

Sara Wynne is a financial advisor at Mariner Advisor Network with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and MultiGen Wealth Services. Mariner Advisor Network operates as an enterprise registered investment adviser with a decentralized network of representatives serving individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers portfolio management, financial planning, consulting, and access to model portfolios and third-party managers.

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 Series 66-registered financial advisor with First Command Advisory Services in Anacortes, WA, and has three years of industry experience. Prior to joining First Command, Conley held roles at Virginia Commonwealth University, the University of Kentucky, and other organizations. First Command serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured financial coaching and model portfolio management through its in-house Investment Management Team.

Sasha Bollman is a Series 66 licensed financial advisor with First Command Advisory Services, based in Anacortes, WA, and has three years of industry experience. Prior to joining First Command, Bollman served in the US Navy and has involvement as a limited partner in CD Heritage El Cajon, LLC, a real estate development investment entity. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform including financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers structured 12-month planning engagements alongside in-house managed investment portfolios.

Rodney Mott is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and six years of industry experience. His prior work includes roles at First Federal of Port Angeles, LPL Financial, and Thrivent Financial. 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 emphasizes non-discretionary, model-based wrap programs supported by third-party managers and maintains committees to oversee product due diligence and program suitability.

William Goodman is a financial advisor at Edward Jones in Mount Vernon, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he spent ten years with SPIE. 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 and offers a range of advisory programs including wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

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.

Reynaldo Gomez Rojas is a Series 66 licensed financial advisor with Merrill, based in Mount Vernon, WA, and has three years of industry experience. His career includes roles at Bank of America and Wells Fargo Bank. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services supported by a platform integrated with Bank of America affiliates.

Erik Saunders is a financial advisor with LPL Financial in Anacortes, WA, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at Financial Advocates Investment Management and has been involved with the Anacortes Baseball Club as a hitting instructor and trainer since 2016. 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 solutions supported by an in-house research team and a large network of investment adviser representatives.

Troy Kunz is a CFP® professional with 21 years of experience in the financial industry. He has been with Edward Jones since 2004. Outside of his advisory role, Kunz serves as a director for the Sedro-Woolley Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Gerrit Maatkamp is a financial advisor at Edward Jones with one year of experience. He holds a Series 66 designation and has a diverse background including work at BlueCart and Restaurant Revolution Technologies, as well as experience as a Twitch streamer. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a network of over 23,000 financial advisors and 15,000 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.

Elliott Johnson is a CFP® with 16 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2020. Prior to joining Raymond James, he spent 11 years at Edward Jones. Outside of his advisory role, Johnson is the CEO and President of Haven Financial Partners LLC and serves on the financial committee of Island Health. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, institutions, and charitable organizations. The firm emphasizes tailored financial plans through detailed risk profiling and offers a range of implementation options, maintaining a significant non-discretionary advisory presence.

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 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.

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.