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.

Monica Jones is a financial advisor with Edward Jones in Bellingham, WA, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at Lease Crutcher Lewis from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network, affiliated investment capabilities, and a fiduciary standard in its advisory services.

Taunya Sell is a financial advisor with RBC Capital Markets in Anacortes, WA, holding a Series 66 credential and 24 years of industry experience. She has previously worked at UBS Financial Services for nine years. Sell serves as Vice President on a condominium association board and participates on the Finance Committee of the Seattle Yacht Club, advising on capital projects and long-term investment strategy. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and financial planning through various wrap fee advisory programs. The firm integrates in-house and third-party investment managers and provides a range of portfolio structuring options tailored to client risk profiles.

Craig Roth is a financial advisor with Edward Jones in Bellingham, WA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 2007. Roth serves as a board member of the Bellingham Golf & Country Club, where he participates in voting on proposals and overseeing the club’s financial welfare. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Michael Doyle is a CFP® professional with 12 years of experience in financial advising, currently with Ameriprise in Bellingham, WA. He has been with Ameriprise and its affiliated entities since 2013, holding various advisory roles within the firm. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, providing tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and operates as a large institutional provider with a broad range of advisory, brokerage, and insurance solutions.

Kelsey Klevenberg is a Series 66-licensed financial advisor with Edward Jones in Bellingham, WA, where she has worked since 2023. She has two years of industry experience and previously held roles at companies including Column, Route Line, Taqtile, OYO, and Zipwhip. Klevenberg serves on the Bellingham Police Department Chief's Advisory Council. 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. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Erik Saunders is a financial advisor with LPL Financial in Anacortes, WA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has previously worked at Charles Schwab and Financial Advocates Investment Management. Outside of his advisory role, he has served as a hitting instructor and trainer for the Anacortes Baseball Club since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, employing various investment strategies supported by proprietary research and technology tools.

Bonnie Packo is a financial advisor with LPL Financial in Bellingham, Washington, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Linsco Private Ledger, UBS Financial Services, and Piper Sandler & Co. She also operates under the DBA Packo Private Wealth Management, Inc. 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 wide range of advisory and brokerage services, including financial planning and portfolio management, supported by a large network of investment adviser representatives.

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.

Robin Remhof is a financial advisor with Edward Jones in Bellingham, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Remhof held various roles including work with Bincie Media, Youth With A Mission, and as a self-employed photographer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial 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.

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.

Camille Koppenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at Carson Wealth, CETERA Advisor Networks LLC, CWM, LLC, and Asset Advisors LLC. She is also involved with the Transformational Advisory Group, a business related to her LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a broad range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Ryan Maskewitz is a Series 66 credentialed financial advisor with Edward Jones in Bellingham, WA, where he has worked for 15 years. He has spent his entire industry career at Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

John Okan is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his investment career, he was involved with Immanuel Lutheran Church for eight years and continues to participate as a supply preacher and finance committee member for local church organizations. He also manages a short-term rental property in Deming, WA. 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 programs and strategies, operating under a fiduciary standard and maintaining a large national network of advisors and branch offices.