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 financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Equitable Advisors. Prior to entering the financial industry, he was involved with Fidelis Family Initiative LLC and fitness-related enterprises. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Joshua Kelley is a Series 66-licensed financial advisor with Edward Jones, based in Camano Island, WA. He has one year of industry experience. Prior to joining Edward Jones in 2024, he was involved in various roles including ownership of a self-employed business and management positions in the hospitality sector. He serves as a board member of Skagit Habitat for Humanity and is on the investment committee of the Skagit Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Jacob Porter is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Columbia Distribution for 12 years, with a break in employment during 2020-2021. He holds a Series 66 designation and is based in Stanwood, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and affiliated investment products, operates under a fiduciary standard, and is supported by a large national network of financial advisors and branch offices.

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.

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.

Brady Mistler is a financial advisor with LPL Financial and holds a Series 66 designation. He joined LPL Financial and Bailey Wealth Services in 2024 and has professional experience supporting the development of financial plans. His background includes roles at Neumann University and Mountain Pacific Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and various portfolio management options.

Nate Greenland is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Housing Hope for 15 years. Outside of his advisory role, he owns a single-family rental property in Lake Stevens, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 with Merrill, holding Series 66, Series 63, and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Bank of America, Deutsche Bank, Emkay Global Financial Services Ltd, Sanctum Wealth Private Ltd, Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services LLC. She is based in Marysville, WA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kristi Price is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Zohaib Rizwan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Charles Schwab and Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Christopher Hudec is a financial advisor with Raymond James Financial in Langley, WA, holding the Series 66 designation and bringing 19 years of industry experience. He has worked with Cairn Financial, Inc. since 2011, serving in leadership roles including President and Treasurer. His background also includes 15 years of service with the Alaska Air National Guard. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized advisory programs for a diverse client base.

Michael White is a CFP® with 38 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Advisors LLC since 2013 and owns Michael White Financial, an S-corp used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program options and custodial relationships.

Loretta Carton is a financial advisor at Edward Jones with over 22 years at the firm and six years of industry experience. She holds the Series 66 designation and is based in Lake Stevens, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Lydia Barker is a financial advisor at UBS Financial Services with Series 66 credentials. She has three years of industry experience, including prior roles at Lakeview Dental Clinic, Nordstrom, and Espresso Avenue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances.

Dannica Samp is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in various roles within the dental and medical fields. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Vincent Thomas is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and offering 14 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he operates a seasonal fireworks stand and founded a mortgage brokerage, Equity Solutions Northwest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.