William Goodman is a financial advisor at Edward Jones in Mount Vernon, WA, holding the Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked for SPIE from 2012 to 2022. 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 large nationwide network of advisors and branch offices.

Aubrey Wilson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Aubrey worked at State Farm VP Management Corp and Renee Hyde Insurance Agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment solutions. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Brandon Carter is a CFA® charterholder with 14 years of industry experience. He has worked at Robert W. Baird & Co. since 2017 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank, N.A. His current role is based in Mt Vernon, Washington. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing a range of strategies from traditional equity and fixed-income allocations to more complex approaches involving private funds and real assets.

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.

Marcus Stewart is a Series 66-credentialed financial advisor with Edward Jones, based in Mount Vernon, WA. He has three years of industry experience, including prior roles at Embold Credit Union and Equitable Advisors LLC. Before entering financial services, he held various positions with the City of Burlington and worked at Gonzaga University. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Annette Jensen is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Thrivent, she worked at Nordic Global and spent 18 years at PeaceHealth. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Cynthia Doussard is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 29 years of industry experience. She has worked at Cetera since 2026 and previously at Commonwealth Financial Network for 24 years. In addition to her advisory work, she is a co-owner of Drummond, LLC, an entity involved in managing residential real estate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Mikki Drake is a Series 66-licensed financial advisor with 11 years of industry experience, currently with Edward Jones since 2023. Prior to joining Edward Jones, she worked for nine years at Doussard Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Rodney Carter is a financial advisor with Robert Baird & Co. in Mt Vernon, WA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves as a board member of the Skagit County Regional Public Facilities District, which supports McIntyre Hall, a regional performing arts center at Skagit Valley College. The DDK Group at Robert W. Baird & Co., where Rodney works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research, manager selection, and both discretionary and non-discretionary strategies.

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.

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.

Michael Jones is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Investors Capital Corp., Nationwide Securities, and 1717 Capital Management Company. Outside of advising, he is involved in several business ventures including ownership in a restaurant and a scuba accessories company. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

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.

Isaac Williams is a financial advisor with Edward Jones in Sedro Woolley, WA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the finance committee as a board member at Skagit Valley Community College in Mt. Vernon, WA. 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 offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Gerrit Maatkamp is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at several firms including BlueCart and Restaurant Revolution Technologies, and has experience as a Twitch streamer. Edward Jones is a full-service wealth management firm serving more than four million clients with a wide range of investment programs and advisory services, supported by a large nationwide network of financial advisors and branch offices.

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.