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Joseph B

Series 63, Series 66

Issaquah, WA

Edward Jones

Joseph Bilsborough is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been 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 range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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

ChFC®, Series 66

Issaquah, WA

Edward Jones

Corynne Wiediger is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive
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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 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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Lance B

Series 65, Series 63

Monroe, WA

XYPN Sapphire

Lance Best is a financial advisor with XYPN Sapphire in Monroe, WA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for ten years before joining Best Investment Group, LLC and XYPN Sapphire. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach grounded in Modern Portfolio Theory, offering tailored advisor plans, third-party subadvisors, and a pilot digital-asset management program.

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