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James B

Series 63, Series 66

Issaquah, WA

Cetera

James Battistoni is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2017 and worked at Invest Financial Corporation from 2011 to 2017. Outside of his advisory work, he volunteers with the O'Dea High School Father's Club, assisting at football games and fundraising events. Cetera is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Lance W

Series 63, Series 66

Issaquah, WA

Edward Jones

Lance Wieland is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as an advocate for Selkirk Sports, a pickleball business based in Hayden, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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 designations and 36 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. The firm offers a range of investment strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, managing approximately $1.01 trillion in assets.

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® designation and Series 66 license and has 11 years of industry experience, including 12 years with Edward Jones. 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, manages approximately $1.01 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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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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