What’s most important to you? That simple (but not always easy) question guides everything I do when I meet with clients. What matters most in your family, health, purpose and finances should shape nearly every financial decision you make. My role is to help bring clarity to those priorities and align them with a thoughtful strategy so your resources support the life you want to live. My name is Samuel (Sam) Stanton, and I am an Edward Jones financial advisor. I chose to join Edward Jones because of the firm’s commitment to long-term, personal relationships and its focus on helping clients, their families, friends, and even future generations use their time, talents and treasures in ways that reflect what matters most to them. I grew up in Stanwood, WA, just down the road from my office in Everett, and I take pride in serving my local community. I work face-to-face with clients throughout the I-5 corridor, as well as with families and individuals across the country through virtual, but still highly personal, relationships. Regardless of location, my focus remains the same: being accessible, intentional and responsive as life evolves. When we work together, we use a combination of investments, cash management, tax-aware strategies, financial planning tools and insurance solutions to plan for what you want your money to do for you, both today and in the future. Each strategy we implement is rooted in your goals and adjusted as your circumstances change. If you are seeking a long-term resource to help guide you through life’s financial decisions, I welcome the opportunity to meet and explore how I may be able to help you achieve your goals. My objective is not just to manage finances, but to help you move forward with greater confidence toward what you want to achieve. With gratitude, Samuel Stanton

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.

Shai Weinbaum is the sole advisor at Shai Weinbaum Investment Management in Poulsbo, WA, holding a Series 65 designation with five years of industry experience. He has operated his independent firm since 2013. The firm provides discretionary investment management services primarily to individual clients, high-net-worth individuals, and small businesses. It customizes portfolios based on bottom-up fundamental analysis focused on intrinsic value and long-term outperformance, avoiding margin, debt, derivatives, and technical or cyclical analysis.

Ronald Chan is a CFA® charterholder and the sole advisor at Lakeside Financial Inc. in Kirkland, WA, with 13 years of industry experience. He has been with Lakeside Financial since 2015. Outside of investment advisory, he spends significant time providing management consulting services, including financial analysis and strategic recommendations, notably for a corporate client in the furniture industry. Lakeside Financial is an independent, state-registered firm managing approximately $35 million for around 34 clients. The firm serves individuals, including high-net-worth clients, and business entities, offering investment management, financial planning, and management consulting. Its investment approach incorporates intrinsic-value, quantitative, and qualitative analysis across multiple asset classes and geographies, with features such as the use of margin, securities lending, and performance-based fee arrangements.

Dwayne Reinike is a CFP® and ChFC® credentialed financial advisor at Valiant Financial Planning, LLC with six years of industry experience. His background includes roles at Edward Jones and prior service in the United States Navy. Valiant Financial Planning, LLC is a fee-only, independent firm that provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs customized asset allocation strategies combining passive and active investments and uses a tiered, fixed annual fee structure rather than a percentage of assets.

Janice Brady is a financial advisor with Concepts Financial Services, LLC in Kirkland, WA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has previously worked with Avantax Investment Services, Avantax Advisory Services, and operates Gipson, Woodruff & Brady, LLC, which provides tax preparation and small business consulting. Concepts Financial Services offers portfolio management and comprehensive financial and business planning to individuals and small businesses, managing client accounts primarily on a non-discretionary basis through a sponsored wrap fee program. The firm integrates investment strategies with tax and business-planning services, distinguishing its approach from many independent advisors.

Michael Smith is a Series 66 registered advisor with 22 years of industry experience. He has been the sole advisor at Focus Advisory, LLC since 2008 and previously worked at UBS Financial Services from 2004 to 2008. Focus Advisory, LLC is an independent registered investment adviser serving individual private clients with investment management services. The firm employs a global asset allocation approach utilizing mutual funds, ETFs, equities, fixed income, closed-end funds, and options, guided by macroeconomic, fundamental, and technical analysis. Portfolios are tailored to client suitability and risk tolerance, with ongoing daily account reviews and a focus on a limited client roster.

Aaron Farrell is a financial advisor at Quantca Financial with a Series 65 designation and two years of industry experience. He previously worked at Comcast for nine years and has led Sapien LLC as CEO since 2021. Farrell also serves as CFO and volunteer board member for Volunteers for Ukraine Inc, a charity providing humanitarian aid. Quantca Financial offers discretionary portfolio management through an automated, algorithm-driven platform for retail, accredited, and institutional clients. The firm emphasizes quantitative models with market-timing and tactical allocation features, using a web-based interface for client engagement and offering both standard AUM fees and performance-based fee structures.

Mohammed Khalid is an investment advisor at Nabata Investment Group, LLC with three years of industry experience. He previously worked at Rubicon Halal Investment Advisors and Symetra Financial. Outside of his advisory work, he operates a ride-share service and provides educational consulting through Golden Orchard Group, LLC. Nabata Investment Group, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with asset allocation and securities selection, offering both investment supervisory services and standalone financial planning.

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.

Jay Kaiser is a financial advisor at R & R Retirement Services, Inc. in Seattle, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with R & R Retirement Services since 1995. R & R Retirement Services is an independent firm serving clients with retirement planning and related financial services.

Nemanja Grujicic is a CFP® and CFA® working with North Pine Strategic Wealth in Kirkland, WA, with four years of experience in the financial industry. Prior to founding North Pine Strategic Wealth in 2026, he worked at Hightower Advisors and Highland Private Wealth Management. North Pine Strategic Wealth is an independent, fee-only registered investment adviser serving individual and high-net-worth clients. The firm focuses on diversified asset allocation using a blend of passive and active strategies informed by modern portfolio theory, offering discretionary and non-discretionary portfolio management alongside project-based financial planning.

Glenn Gregory is the managing member of Obsidian Investment Advisers, LLC, an independent firm based in Redmond, WA. He holds 27 years of industry experience and has led Obsidian since its founding in 1998. In addition to his advisory role, Mr. Gregory serves as president and managing member of Green Book Ventures LLC, a venture capital firm where he participates in investment selection and operations. Obsidian Investment Advisers is a fee-only registered investment adviser serving individuals, charitable organizations, foundations, and corporate clients. The firm focuses on discretionary portfolio management guided by written investment policy statements and provides financial planning and consulting services with an emphasis on investment risk assessment and institutional-style practices.

Stephen Gattis is the principal advisor at SKG Investment Services, LLC in Seattle, WA, holding a Series 65 license with 21 years of industry experience. He has been the owner and operator of Gattis Stewart & Associates, P.S., an accounting firm established in 1978, which he continues to actively manage. SKG Investment Services provides selection and ongoing monitoring of third-party money managers primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm does not provide direct portfolio management and focuses on due diligence and oversight of independent registered investment advisers on a non-discretionary basis.

Christine Maggio is a financial advisor with Retirement Planning Partner LLC in Woodinville, WA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC specializes in retirement-focused financial planning for individuals and couples, including high-net-worth clients and those near or in retirement. The firm emphasizes strategic asset allocation with a preference for passive investment strategies and provides comprehensive retirement plans without managing or custoding client assets.

Martin Bublitz is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Treeview Capital and has previously worked at Cornerstone Alternatives and operated an IT consultancy, Cascade Cloud Services LLC, where he serves as principal consultant. Outside of advising, he is managing member of Bublitz Holdings LLC, a holding company. Treeview Capital provides fee-based, non-discretionary investment advice to individuals, trusts, employer-sponsored plans, estates, charitable organizations, and other legal entities. The firm uses rules-based software to recommend institutional and private-market investment funds focused on alternative strategies, delivering advice through an interactive website with a client-driven, internet-first model.

Jason Nelson is a CFP® and CFA® with 21 years of industry experience. He has been the principal of Viceroy Investment Advisors LLC since 2009. Outside of his advisory role, he manages a part-time commercial real estate business as the managing member of BlueSteal LLC. Viceroy Investment Advisors provides investment advisory and financial planning services primarily to individuals and their related entities. The firm focuses on U.S. exchange-traded securities and employs a risk framework that considers multiple layers of potential loss exposure while offering both discretionary portfolio management and project-based financial advisory.

George Sisti is a financial advisor at On Course Financial Planning with 22 years of industry experience and a Series 65 designation. He has worked as a pilot for United Airlines since 1978, currently based in Seattle, WA. On Course Financial Planning provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals. The firm uses a passive, indexing approach with globally diversified portfolios, operates under a fee-only fiduciary model, and manages approximately $69 million in discretionary assets as a single-advisor practice.

Christopher Files is a financial advisor at Van Ray Wealth Management in Edmonds, WA, with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Van Ray Wealth Management since 2019. Files is also involved with the Van Winkle Agency as an insurance brokerage manager and agent. Van Ray Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable entities, offering portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm uses a small advisory team model, emphasizing strategic asset allocation with both discretionary and non-discretionary management, and incorporates insurance products as part of its comprehensive planning services.

Shan Kumar is the sole advisor at PI Square Capital, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has led PI Square Capital since 2010 and is also a licensed insurance agent, dedicating a significant portion of his time to insurance activities. The firm provides discretionary investment supervisory services to individuals, trusts, corporations, and pension plans, combining fundamental and technical analysis with modern portfolio theory and tactical asset allocation. It offers ongoing portfolio management and may include insurance advice upon client request.