Michelle Padilla is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America NA, and Opus Bank. 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 nationwide network of financial advisors and branch offices.

Jeffery Pleet is a financial advisor with Edward Jones in Oak Harbor, WA, holding ChFC® and Series 63, 65, and 66 designations. He has 51 years of industry experience and has been with Edward Jones since 2009. He serves as a board member for the Northwest WA Estate Planning Council, participating in community outreach events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of household types and corporate clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Charles Hoover Jr. is a financial advisor at Edward Jones with 37 years of industry experience. He has been with Edward Jones since 1991 and holds Series 63 and Series 66 designations. Outside of advisory work, he owns several rental properties and a family-owned mobile home park. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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 with Edward Jones in Stanwood, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Comscore for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated capabilities, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Tyrel Lacey is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. and affiliated entities since 2013. Lacey is also the owner of Mainspring Wealth Advisors, LLC, a non-investment-related support company. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

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.

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 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.

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 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.

William Baldwin is a financial advisor with Edward Jones in Oak Harbor, WA, holding Series 63 and Series 66 licenses and bringing 26 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. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

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.