Connor Cummings is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in property ownership through CMK Property Investment LLC. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Douglas Kenoyer is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

John Meno is a financial advisor at Edward Jones with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to and alongside his tenure at Edward Jones since 1998, he has worked at Everett Mutual Savings Bank since 1992. He also serves as a commissioner for Public Hospital District 3 in Arlington, Washington. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Alec Turgeon is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Regions Bank and Cetera in various capacities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Ryley Nelson is a financial advisor at Edward Jones with seven years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2018 and has previous work experience in various roles including positions at Chip Cookies, DoorDash, and the City of Arlington. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Dennis Kazen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors and is the president and sole owner of Kazen Financial Services, Inc. In addition to his advisory work, he serves as assistant treasurer for Marysville Gospel Hall Church and treasurer for the Marysville Cooperative Education Program. He is also involved in a family-run rental trailer business and a condominium association board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through discretionary and non-discretionary programs across multiple platforms, with access to affiliated and third-party managers.

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.

Brent Lyons is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he is involved in photography, engaging in event, stock, portrait, and travel photography, and he also owns a small business focused on web and app development. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources and employing various strategies including discretionary and non-discretionary management.

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.

Cordell Cummings is a financial advisor at Edward Jones in Arlington, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various roles including at NC Machinery and Western Washington University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, 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 large nationwide network of financial advisors and branch offices.

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.

Cassandra Van Loo is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes positions in real estate and customer service, as well as roles at Alaska Airlines and Snohomish Valley Golf Center. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.

Harald Schot is a financial advisor with LPL Financial in Stanwood, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he serves on the Washington State Exchange Board, a community and charitable organization. LPL Financial serves individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Loren Van Loo is a financial advisor with Edward Jones in Marysville, WA, holding Series 63 and Series 66 licenses and offering 37 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is involved in condominium rental businesses in Marysville and Chelan, Washington. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with an extensive network of over 23,700 advisors and more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Lance Curry is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. In addition to his advisory role, he serves as a Master Sergeant in the United States Air Force Reserve at Joint Base Lewis McChord. Edward Jones is a full-service wealth management firm serving over four million 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 offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Shelly Mathis is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently with OSAIC and has previously worked at Securities America Advisors, KMS Financial Services, and Terry W. Greer, Inc. In addition to her advisory role, she owns SLM Financial Services, where she prepares individual tax returns for select clients and offers notary services at no charge. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with various portfolio management options and utilizes advanced asset allocation and risk management tools.