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Lance W

Series 63, Series 66

Issaquah, WA

Edward Jones

Lance Wieland is a financial advisor at Edward Jones in Issaquah, WA, holding Series 63 and Series 66 credentials with 17 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved as an advocate for Selkirk Sports, a pickleball business in Hayden, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Liquidity event planning Business ownership considerations Wealth management Founder/Business Owner
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Dino G

Series 63, Series 65

Issaquah, WA

Edward Jones

Dino Guzzetti is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Amanda G

ChFC®, Series 66

Maple Valley, WA

Edward Jones

Amanda Gross is a financial advisor with Edward Jones in Maple Valley, WA. She holds the ChFC® and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supporting a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management General retirement planning Founder/Business Owner
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Joseph R

CFP®, Series 66

Maple Valley, WA

Edward Jones

Joseph Ravotti is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP® and Series 66 designations and having eight years of industry experience. He worked at Zones Inc from 2014 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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