Theresa Newton is a financial advisor at Edward Jones in Bothell, WA, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior work experience at Costco Wholesale from 2013 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Shannon III is a CFP® professional with 27 years of experience at Edward Jones. He holds Series 63 and 66 licenses and is based in Bothell, WA. In addition to his advisory role, he teaches continuing education classes part-time at Cascadia Community College and conducts budgeting classes at the University of Washington Bothell. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.