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.

Cynthia Casey is a financial advisor at Edward Jones with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2017. Outside of her advisory role, she is a vice president of Merry Heart Chicks, LLC, a holding company formed to potentially acquire rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Helena Pleet is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, she worked in various roles, including positions at Deception Pass Tours and MOD Pizza, and studied at the University of Washington - Tacoma. Outside of her advisory role, she holds ownership interests in a holding company involved with relocation of her Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.