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.

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.

Troy Kunz is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Anacortes, WA, and holds Series 63 and Series 66 licenses. Kunz is also a director of the Sedro-Woolley Chamber of Commerce, representing local business interests. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

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.

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.

William Baldwin is a financial advisor with Edward Jones in Oak Harbor, WA, holding Series 63 and Series 66 licenses and bringing 25 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 with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Andrew Lee is a CFP® professional with five years of industry experience, currently associated with LPL Financial. His work history includes roles at Global Credit Union, Kestra Advisory, and Milliman, Inc. In addition to his financial advisory work, he is engaged in tax preparation and bookkeeping through Misty Mountains BookKeeping. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by advanced research tools and a broad platform of financial products.

Steven Rutz is a financial advisor with Edward Jones in Anacortes, WA, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns several rental properties in Anacortes. 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 options supported by a large network of advisors and branch offices, operating under a fiduciary standard.

Benjamin Jensen is a CFP® professional with 20 years of industry experience. He has been with Edward Jones since 2015. Jensen holds Series 63 and Series 66 licenses and is based in Anacortes, WA. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Daniel Giddens is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America Advisors, Inc. In addition to his advisory role, he owns a business involved in life insurance, fixed and immediate annuities, long-term care, and disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Shawn Steffens is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. He holds the Series 66 designation and is based in Mount Vernon, Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

Robin Johnson is a financial advisor with Osaic Wealth, Inc. holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 47 years of industry experience, including 21 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, Johnson serves as an elected Fire Commissioner for the North County Regional Fire Authority. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm‑provided tools and third-party solutions to construct and manage portfolios across a broad range of asset classes.

Alex Hochsprung is a financial advisor with Edward Jones in Mount Vernon, WA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior work experience at Bellingham Golf & Country Club, Sehome High School, and Fairhaven Middle School. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wendy Lucas is a financial advisor with Primerica Advisors in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of her advisory role, she is a partner at Lucas & Associates, Inc., a firm formed for Primerica business purposes, and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides services via a tiered wrap-fee structure.

Janel Kinney is a Series 66 credentialed financial advisor at Ameriprise with eight years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and McGregor Benefits for two years. Outside of her advisory role, she serves as president on the Board of Directors for the Cubs Cheer Booster organization in Sedro Woolley, WA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Gene Barner is a financial advisor at Edward Jones in Oak Harbor, WA, with 22 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 65 designations. He serves as a board member at large for the Bayview West Condominium Association, participating in by-law review and oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial capabilities.

Elliott Johnson is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for six years, following an 11-year tenure at Edward Jones. Outside of his advisory role, Johnson serves as CEO of Haven Financial Partners LLC and is a committee member overseeing financial operations at Island Health. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a non-discretionary approach using analytical tools to align with client goals and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Lori Stewart is a financial advisor at Edward Jones in Mount Vernon, WA, holding a Series 66 designation with five years of industry experience. She previously worked at Skagit Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Gary Thramer is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and U.S. Bancorp Piper Jaffray Inc. for over 20 years each. He also serves as president of the Anacortes Public Library Foundation. 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 strategies, supported by a nationwide network of over 23,700 financial advisors and a diverse set of affiliated services.