Anna O'shea is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 12 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2014 and is also a Senior Associate Financial Planner at Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging analytical and risk-profiling tools, and supports a wide network of advisors and advisory firms.

Brandon Burr is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Comscore from 2008 to 2019. He holds a Series 66 designation. 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 network of more than 23,700 financial advisors nationwide.

Tyrel Lacey is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 13 years of industry experience. He holds a Series 66 credential and has been with Raymond James since 2013. Outside of advisory work, he is an owner of Mainspring Wealth Advisors, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools like risk profiling and probability modeling to assist clients in their investment decisions.

Brenna Casey is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2017 and brings eight years of industry experience. Prior to joining Edward Jones, she held positions at Coconut Kennys and Liberty Mutual, and worked at Washington State University. She is a partner in The Merry Heart Chicks LLC, a real estate business based in Anacortes, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Christopher Renfro is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Coupeville, WA. Outside of his advisory role, he is involved as the assistant treasurer for the Central Whidbey Cooperative Preschool. 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 under management through a large nationwide network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Anne Kralman is a financial advisor at Edward Jones with 10 years of experience at the firm and holds a Series 66 designation. She is based in Camano Island, Washington. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Susan Powers is a financial advisor with Edward Jones in Oak Harbor, WA, holding CFP®, ChFC®, and Series 66 credentials with eight years of industry experience. Her career includes multiple roles at Edward Jones since 2016 and previous work in education and entrepreneurial ventures. She is active in her community, serving in leadership and volunteer roles with local organizations such as Soroptimist International, the Oak Harbor Music Festival, the Ballet Slipper Conservatory, and Miss Oak Harbor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment options. The firm is notable for its extensive nationwide advisor network and integrated offerings, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Johnny Matkins Jr. is a Series 66-licensed financial advisor with Edward Jones in Stanwood, WA, bringing two years of industry experience. Prior to joining Edward Jones, he was involved with Camano Plaza IGA as a person in charge, assisting customers and managing store operations in the director’s absence. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

Ronald Kennedy is a financial advisor at Edward Jones in Stanwood, WA, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is a member of Kengroup LLC, a real estate holdings business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets.

Matthew Anderson is a financial advisor with Edward Jones in Oak Harbor, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

Teri Perrigoue is a financial advisor with LPL Financial, holding the Series 66 designation and 4 years of industry experience. She has been with LPL Financial since 2012 and previously operated her own advisory business, Teri A Rhine LMP, from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Timothy Menzies is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Menzies Family LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

William Baldwin is a financial advisor with Edward Jones in Oak Harbor, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 provides a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jared Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Camano, WA. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 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, operating under a fiduciary standard.

Juan Davila is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Merrill, together 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.

Johnathon Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he serves as an office manager for Gregory B Combs PLLC, a veterinary clinic owned by his domestic partner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Andrew Lee is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial in Oak Harbor, WA. His prior roles include positions at Kestra Advisory and Barrett Financial, among others. Outside of advising, he provides tax preparation and accounting services through Misty Mountains BookKeeping. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Seth Nilson is a financial advisor with Edward Jones in Stanwood, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he co-owns Rhythm & Techniques, LLC, a teamwork consulting business based in Stanwood, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Timothy Stelling is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Grove Point Advisors and Grove Point Investments and has been involved in coaching sports and fitness at Coupeville High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering various advisory programs, financial planning, and brokerage services through a large national network of investment adviser representatives.

Melanie Pearson is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including seven years at Charles Schwab and five years with Charles Schwab Bank before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supporting advisors with proprietary research and model-based asset allocations.