Kevin Lungren is a financial advisor with Edward Jones in Freeland, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide network of financial advisors and branch offices.

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 with Edward Jones in Camano Island, WA, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

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 Series 66-licensed financial advisor with Edward Jones, based in Stanwood, WA. He has 18 years of industry experience, including two years at Wells Fargo Investments prior to joining Edward Jones in 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Teri Perrigoue is a financial advisor with LPL Financial, holding a Series 66 credential and over five years of industry experience. She has been with LPL Financial since 2012 and previously operated her own business, Teri A Rhine LMP, from 2009 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, distinguished by its scale and a broad array of non-advisory financial activities.

James Waldal is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Morgan Stanley from 2001 to 2005. Outside of his advisory work, he is involved in a family-owned real estate rental property in Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by extensive technology tools and a broad platform that integrates advisory and non-advisory financial services.

Timothy Menzies is a financial advisor with LPL Financial in Stanwood, WA, holding a Series 66 designation and 13 years of industry experience. He 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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 bringing 31 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. He also serves as a coach in sports and fitness at Coupeville High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with diverse investment solutions including model portfolios, third-party asset management, and institutional platforms.

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.

Aaron Lucero is a CFP® and ChFC® with 27 years of experience in financial advisory roles. He is currently with Equitable Advisors and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, and Edward Jones. Outside of his advisory work, he serves as a board member of the Coupeville Historic Waterfront Association and is the head coach for the Coupeville School District’s fastpitch softball team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, while offering fiduciary services and diversified investment options across mutual funds, ETFs, and alternative investments.

Harald Schot is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with LPL Financial since 2008, following prior roles at Eagle Strategies and MSI Financial Services. He serves on the Washington State Exchange Board, a community and charitable board. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies.

Richard Smith is a Certified Financial Planner (CFP®) with eight years of industry experience. He has worked at Edward Jones since 2017 and was previously employed at Strait Floors from 2015 to 2017. Outside of his financial advisory role, he is involved with Risky Games Studios LLC, a company that manufactures and sells games. 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 network of more than 23,700 advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Amanda Short is a financial advisor with Edward Jones in Port Hadlock, WA. She holds a Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, she worked at the Northwest Maritime Center and Jefferson County Public Works. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Tyler Johnson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Before joining Edward Jones, he worked with South Snohomish County Fire and Rescue and Clallam County Fire District 3. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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.

Kurt Heyduck is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, LLC, Wells Fargo Advisors, and Edward Jones. He is also a 20% owner of Terra Firma Wealth Management, a financial advisory business based in Coupeville, Washington. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing a range of internal and third-party models and advisory platforms.

Kathleen Schott is a financial advisor with Edward Jones in Port Townsend, WA. She holds a Series 66 designation and has 15 years of experience with Edward Jones, where she has worked since 2011. Edward Jones is a full-service wealth management firm serving 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.