Desiree E Anderson

Samuel Stanton is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at State Farm Insurance and has held various roles including at Camaloch Golf Course and Ace Hardware. 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 and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Berknell Financial Group prior to joining Elderrock in 2018. Sean participates in community and networking groups, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial provides financial planning, consulting, and portfolio management to individuals and sponsors of employer-sponsored retirement plans. The firm offers ERISA-focused fiduciary and administrative services for retirement plans alongside individual wealth management, using a blend of fundamental and technical analysis as well as modern portfolio theory to tailor investment strategies.

Nathan Frerichs is a financial advisor at Blue Mountain Wealth Management with a Series 65 designation and one year of industry experience. Prior to his advisory career, he served 20 years in the United States Coast Guard. Blue Mountain Wealth Management is a registered investment adviser providing wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm employs a fee-only, discretionary management approach that integrates Modern Portfolio Theory, fundamental analysis, and both passive and active investment vehicles, offering tailored portfolios and project-based financial planning.

Michael Smith is a financial advisor at Focus Advisory, LLC with 21 years of industry experience. He holds the Series 66 designation and has been with Focus Advisory, an independent registered investment adviser, since 2008. Focus Advisory, LLC provides investment management services exclusively to individual private clients, managing approximately $38 million. The firm employs a global asset management approach using macroeconomic, fundamental, and technical analysis, with portfolios tailored to client suitability and risk tolerance.

Chris Folgmann is the sole advisor at Folgmann Financial Group LLC in Woodinville, WA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and J.W. Cole Advisor Inc. from 2013 to the present. Folgmann Financial Group LLC is an independent, solo-registered investment adviser serving retail individual clients and business retirement plan sponsors. The firm provides non-discretionary portfolio management, comprehensive financial planning, and pension/profit-sharing plan advisory services, employing a range of investment analysis techniques and a multi-capitalization equity approach.

Daniel Adams is a CFP® professional with four years of experience in financial advising, currently serving at CEG Life Financial Services. He has prior experience at Capital Enhancement Group, where he worked for 12 years. Outside of his advisory role, he owns and operates an insurance agency, CEG Life Insurance Services. CEG Life Financial Services provides financial planning to individuals and families, offering comprehensive or segmented plans that address investments, insurance, taxes, and estate matters. The firm focuses on project-based planning engagements and does not manage client portfolios directly, recommending mutual funds and ETFs when appropriate.