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Reaghan H

Series 66

Port Townsend, WA

Edward Jones

Reaghan Hoover is a financial advisor with Edward Jones, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Edward Jones, Reaghan worked at Martindale-Avvo for two years and has experience in various roles including positions at Paycom and Vacasa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner Women Professionals
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Kyle M

Series 63, Series 66

Lynnwood, WA

J.P. Morgan Securities

Kyle Montano is a financial advisor with J.P. Morgan Securities in Lynnwood, WA, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Travis Credit Union and Bank of America. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Aaron W

Series 66

Mukilteo, WA

Edward Jones

Aaron Wolfe is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010, based in Mukilteo, WA. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of financial advisors and branch offices.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer General retirement planning Engineering Professional Intergenerational Families
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Alfred B

Series 66

Port Townsend, WA

Edward Jones

Alfred Bowman is a Series 66-credentialed financial advisor with 15 years of industry experience, all with Edward Jones since 2011. He is based in Port Townsend, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert F

Series 63, Series 65

Clinton, WA

OSAIC

Robert Finke is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. Finke serves as a board member of Slow Food Whidbey Island, an organization that promotes local food and farms. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and access to third-party money managers. The firm utilizes asset-allocation tools and efficient-frontier analysis to construct diversified portfolios managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul J

Series 66

Mukilteo, WA

Edward Jones

Paul Johnson is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and was involved in education as an assistant boys basketball coach at Providence Classical Christian School. He also owns Fourth Dimension, LLC, a business focused on buying and selling watches and consumer technology. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices.

Charitable giving tax strategies College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Stephen S

CFP®, Series 66

Port Townsend, WA

Edward Jones

Stephen Sklar is a financial advisor with Edward Jones in Port Townsend, WA. He holds the CFP® designation and Series 66 license and has 10 years of industry experience, including 11 years at Edward Jones. 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 investment strategies and affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy ESG / Sustainable investing Wealth management Retired Founder/Business Owner Executive LGBTQIA
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Joshua G

Series 66

Lynnwood, WA

Edward Jones

Joshua Granberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Ridgecrest Management, LLC and self-employment spanning several years. Outside of finance, Granberg is the owner and artist of Highlight Art Studios, where he provides periodic art lessons and commissioned portrait paintings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kristi P

Series 66

Freeland, WA

Edward Jones

Kristi Price is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive Intergenerational Families
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Christopher H

Series 66

Langley, WA

Raymond James Financial

Christopher Hudec is a financial advisor with Raymond James Financial in Langley, WA, holding the Series 66 designation and bringing 19 years of industry experience. He has worked with Cairn Financial, Inc. since 2011, serving in leadership roles including President and Treasurer. His background also includes 15 years of service with the Alaska Air National Guard. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized advisory programs for a diverse client base.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael W

CFP®, Series 63, Series 65

Langley, WA

Cetera

Michael White is a CFP® with 38 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Advisors LLC since 2013 and owns Michael White Financial, an S-corp used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kyle F

Series 66

Port Ludlow, WA

Fisher Investments

Kyle Fethke is a Series 66-credentialed financial advisor with 23 years of industry experience. He has been with Fisher Investments since 2005. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies alongside various risk management tactics.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
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Philip S

Series 66

Mukilteo, WA

J.P. Morgan Securities

Philip Stark is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan in various capacities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Wealth management Executive Founder/Business Owner
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Keith B

Series 63

Port Townsend, WA

LPL Financial

Keith Buchanan is a financial advisor with LPL Financial in Port Townsend, Washington, holding a Series 63 designation and 39 years of industry experience. He has operated the Keith Buchanan Insurance Agency since 1995 and has been with LPL Financial since 1992. Outside of his advisory work, he is co-owner of Cleo & Grey, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

College savings (529s, UTMA, etc.)
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