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.

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.

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.

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.

Ronald Kennedy is a Series 66-licensed financial advisor with Edward Jones, based in Stanwood, WA. He has 18 years of industry experience, including two years at Wells Fargo Investments prior to joining Edward Jones in 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

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.

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.

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.

William Baldwin is a financial advisor with Edward Jones in Oak Harbor, WA, holding Series 63 and Series 66 licenses and bringing 26 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. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

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 five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Wells Fargo in various roles since 2015. Merrill, alongside 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 a range of individual and institutional clients.