Brandon Trout is a financial advisor with Edward Jones in Everett, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for Canteen OCS/Compass Group for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Daniel Reisdorff is a CFP® professional with 17 years of experience in financial advising, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Arlington, WA. Outside of advising, he is a vice president of Gamut Bookkeeping Inc., a role he has held since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branches.

Warren Phillips is a financial advisor with Edward Jones in Arlington, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as affiliated financial services beyond traditional advisory offerings.

Charles Cotterill is a Series 66–licensed financial advisor with Raymond James Financial in Mill Creek, Washington, with 19 years of industry experience. He worked at Edward Jones for 12 years before joining Raymond James in 2019. Outside of his advisory role, he was the owner of Cotterill RV Rental from 2018 to 2022 and serves as president of Cotterill Wealth Services LLC, a support company affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and consulting and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Finke is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. Outside of his advisory role, he serves on the board of Slow Food Whidbey Island, an organization that promotes local food and farms. OSAIC Wealth serves a diverse clientele including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process focused on asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager options.

Sandra Newell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at several firms, including VOYA Financial Advisors and Robert B Joki, CLU & Associates. Outside of advisory work, she is a notary public and is involved in insurance sales covering life, disability, fixed annuities, and long-term care, as well as life settlements through approved vendors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, institutional, and retirement plan clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies across various account types and program structures.

Paul Johnson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and was involved in education as an assistant boys basketball coach at Providence Classical Christian School. He also owns Fourth Dimension, LLC, a business focused on buying and selling watches and consumer technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices.

James Kellett is a financial advisor at Edward Jones in Everett, WA, with 32 years of experience at the firm since 1994. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Kellett serves as a precinct committee officer and participates in a military honor guard, providing funeral honors for veterans and supporting emergency response efforts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Peter Smart is a CFP® and holds a Series 66 license with Edward Jones in Everett, WA. He has eight years of industry experience, having been with Edward Jones since 2018 and previously working at Azusa Pacific University for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Derek Stump is a Series 66-licensed advisor with J.P. Morgan Securities, based in Arlington, WA, with three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Equitable Advisors and held roles in healthcare and fitness organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with a focus on Eligible Strategies and incorporating an ESG eligibility framework.

Jonathan Gonzalez is a financial advisor at Edward Jones in Arlington, WA, holding a Series 66 designation with two years of industry experience. His prior work includes service in the United States Army and employment with the Kirkland Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the country.

Gregory Jensen is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in Marysville, WA, he manages an Edward Jones branch office. Outside of his advisory role, he manages building tenants through Jensen Professional Building, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joshua Granberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Ridgecrest Management, LLC and self-employment spanning several years. Outside of finance, Granberg is the owner and artist of Highlight Art Studios, where he provides periodic art lessons and commissioned portrait paintings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Richard Carton is a financial advisor with Edward Jones, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Erickson is a financial advisor with Edward Jones in Monroe, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Erickson worked at Charles Schwab and held various other roles including at Pro Unlimited and Costco Wholesale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Saranya Turner is a Series 66-licensed financial advisor with UBS Financial Services in Everett, WA, with nine years of industry experience. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research-based, tailored financial advice.

Ivo Andreas Schilbach is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been affiliated with Raymond James and related entities since 2010 and is a partner in The Way Group Hospitality, LLC, where he participates in business decisions and financial oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and modeling tools to support client decision-making.

Brady Mistler is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. He also operates Bailey Wealth Services in Everett, WA, where he supports financial planning through client file management, research, and report preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and advanced operational tools.

Hailey Van Avery is a Series 66 licensed financial advisor at UBS Financial Services with six years of industry experience. Prior to joining UBS, she worked at Boeing and Grounds Coffee Co. She has also spent time in education. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Vartika Abhishek is a financial advisor at Merrill with seven years of industry experience. She holds Series 66, Series 63, and Series 65 licenses and has worked at firms including Deutsche Bank, Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individual, high-net-worth, and institutional clients.