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.

Nathan Frerichs is a financial advisor at Blue Mountain Wealth Management with a Series 65 credential and two years of industry experience. He previously served 20 years in the United States Coast Guard and has worked at Baobab Wealth Management, Baobab Wealth Abroad, and Golden State Equity Partners. Blue Mountain Wealth Management is an independent registered investment adviser offering wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm uses a fee-only, discretionary management approach that combines Modern Portfolio Theory, fundamental analysis, and both passive and active investment vehicles, providing tailored portfolios and fixed, project-based planning fees.

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.

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.

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.

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.

Christine Maggio is a financial advisor at Retirement Planning Partner LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, offering hourly engagements, comprehensive written plans, and ongoing membership options. The firm emphasizes strategic asset allocation using primarily passive investment vehicles and provides advice on a non-discretionary basis without managing or custodying 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 21 years of industry experience. He holds a Series 65 designation and has worked as a pilot for United Airlines since 1978. On Course Financial Planning serves primarily individual clients, including high-net-worth individuals, by providing financial planning and investment advisory services. The firm uses a passive, indexing investment approach with globally diversified portfolios and operates as a single-advisor practice managing discretionary assets.

Sanjay Parikh is the principal advisor at Lotusment Advisors, LLC, an independent firm based in Bothell, WA. He holds a Series 65 designation and has six years of experience in financial advising. Parikh also works as a Data Architect for Snohomish County, focusing on data analysis, management systems, and artificial intelligence. Lotusment Advisors provides discretionary and non-discretionary portfolio management primarily for individual clients, as well as retirement plan consulting and 1031 exchange advising. The firm offers model portfolios combining ETFs, mutual funds, and selected large-cap stocks, using a mix of fundamental, technical, and quantitative analysis while retaining ongoing portfolio monitoring responsibilities.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

Reid Kitagawa is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Kanso Capital. He has worked at firms including Morgan Stanley, Integrity Financial Corporation, and Saturna Trust Company. Outside of his advisory role, he serves as a general board member of the Juanita Woods Homeowners' Association. Kanso Capital provides financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, non-profit entities, and trusts. The firm combines Modern Portfolio Theory with fundamental analysis, using primarily low-cost passive funds alongside selective active managers, and incorporates clients’ broader financial interests into portfolio recommendations.

Keyi Zhang is a financial advisor at Fempire Mindset LLC with a Series 65 designation and five years of industry experience. Prior to founding Fempire Mindset, Zhang worked at Liu Holdings LLC and Deep Blue AI. Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high-net-worth clients, focusing on comprehensive written plans and one-time consultations. The firm emphasizes fundamental analysis in its recommendations and operates under a fee-only model without managing client assets or executing transactions.

Steven Baldwin is a Series 65-licensed financial advisor with The Road Ahead Wealth Management LLC in Woodinville, WA, bringing two years of industry experience. Prior to founding his firm, he worked at Honeywell International, Inc. for 18 years and has held roles at Live Nation Worldwide, Inc. Outside of advising, he serves as a trustee for a friend's account. The Road Ahead Wealth Management LLC is an independent registered investment adviser serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs fundamental and technical analysis to create customized investment programs across various asset classes, including options strategies, and manages approximately $11.2 million for a small client base.

Robert Bergstrom is the sole advisor at his independent firm in Bothell, WA, holding a Series 63 designation with 38 years of industry experience. He has operated his advisory practice since 1988, following a prior legal career that informs his compliance-focused approach. His firm provides discretionary portfolio management and investment consulting primarily for individual clients and trusts. It emphasizes a long-term global perspective and multi-asset diversification, combining fundamental, technical, and charting analysis to guide investment decisions while generally avoiding market timing.

Deborah Gianelli is a CFP® professional with 29 years of industry experience. She has worked at Whole Family Financial Services, Inc. since 2018 and previously spent 13 years at KMS Financial Services, Inc. She holds Series 63 and Series 65 licenses. Whole Family Financial Services, Inc. is an independent, single-advisor registered investment adviser serving individuals, high-net-worth clients, and small business owners. The firm provides financial planning, investment consultation, and portfolio management, with a focus on non-discretionary accounts and customized asset-allocation models based on Modern Portfolio Theory and a combination of fundamental and technical analysis.

Alyse Clark is a financial advisor at Northshore Wealth Management with 17 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial Corporation and WSECU Investment Management. Clark also writes books about personal finance which may be published in the future. Northshore Wealth Management is a solo independent advisory firm serving individuals, high-net-worth clients, charities, and business entities. The firm provides ongoing portfolio management with a focus on customized Investment Policy Statements, employing a variety of analytical methods and trading strategies. It features a performance-based fee arrangement and detailed reporting practices uncommon among firms of its size.