Lisa Benjamin is a financial advisor at Empower Advisory Group with a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for six years and spent 14 years at Tapestry/Coach before transitioning to financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Cheri Williams is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked with Independent Financial Group since 2011 and has been associated with John McKeon & Associates since 2001. Outside of her advisory role, she is a 2% owner of McKeon Financial, a marketing DBA related to her work. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment platforms and third-party managers.

Blaine Shira is a financial advisor with Commonwealth Financial Network, holding a Series 66 credential and having 12 years of industry experience. He has worked at several firms including Raymond James Financial Services and LPL Financial. Shira is also the owner of Shira Financial, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a variety of investment options.

Randall Robichaud is a CFP®-certified financial advisor with six years of industry experience. He is currently with Equitable Advisors and previously worked at Edward Jones, ZeOmega Inc, and Healthwise Inc. Randall serves as a board member of the Mukilteo Chamber of Commerce, a nonprofit community business organization. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Angela Lane is a Series 66-licensed financial advisor with Edward Jones in Arlington, WA. She has 11 years of industry experience 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 wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a 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.

Cary Atlas is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Sophia Dalton is a financial advisor with Edward Jones in Arlington, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Master Brand Institute and was self-employed, with earlier roles including freelance yoga instruction. 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 solutions supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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.

Joshua Helpenstell is a financial advisor at Edward Jones in Arlington, Washington, holding the CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Navy from 2011 to 2017. 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 supported by a nationwide network of more than 23,700 advisors.

Amy Giddens is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Securities America Advisors and Kms Financial Services. Outside of her advisory work, she volunteers as a class parent and curriculum enhancement coordinator and serves on the PTA board at Richard Bennett Elementary School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a range of investment solutions, employing firm-provided tools and third-party platforms to construct and manage portfolios.

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.

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.

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.

Amy Schwab is a financial advisor with Ameriprise in Mount Vernon, WA, holding a Series 66 credential and 12 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, Schwab is involved in local business ventures including membership in hotel operations companies and serving on the board of a bike rental business in La Conner, WA. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.