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London C

Series 65

Oak Harbor, WA

LPL Financial

London Cook is a financial advisor with LPL Financial, holding a Series 65 designation and six years of industry experience. His career includes roles at Securities America Advisors, KMS Financial Services, and his own firm, Cook Wealth Management. Outside of his advisory work, he is involved with Cook Nadeau Ventures LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Eric S

Series 66

Oak Harbor, WA

Edward Jones

Eric Schelling is a financial advisor at Edward Jones in Oak Harbor, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 and investment strategies supported by a large national network of financial advisors and branch offices.

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

Series 66

La Conner, WA

Edward Jones

Constance Moore is a Series 66 credentialed financial advisor at Edward Jones with two years of industry experience. She has an extensive history with Edward Jones, spanning from 2009 to the present. Outside of her advisory role, she serves as Secretary of the La Conner Kiwanis, participating in regular and financial board meetings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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

Series 63

La Conner, WA

LPL Financial

Anthony Soans is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. Prior to joining LPL Financial in 2021, he spent nearly three decades at Avantax in various capacities. He is also the owner of Soans & Associates, Inc., a tax preparation and accounting firm, and owns QwikMarine.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Dawn M

Series 66

Coupeville, WA

Edward Jones

Dawn Miller is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked in physical therapy administration and international education. Outside of her advisory role, she occasionally dog sits for friends. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of advisors and branch offices across the United States.

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

Series 66

Camano Island, WA

Edward Jones

Joshua Kelley is a Series 66-licensed financial advisor with Edward Jones, based in Camano Island, WA. He has one year of industry experience. Prior to joining Edward Jones in 2024, he was involved in various roles including ownership of a self-employed business and management positions in the hospitality sector. He serves as a board member of Skagit Habitat for Humanity and is on the investment committee of the Skagit Community 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Stanwood, WA

Edward Jones

Jacob Porter is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Columbia Distribution for 12 years, with a break in employment during 2020-2021. He holds a Series 66 designation and is based in Stanwood, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and affiliated investment products, operates under a fiduciary standard, and is supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Technology Professional Doctor or Medical Professional Educators, Teachers, and Academics Real Estate Professional
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Darin C

Series 63, Series 66

Oak Harbor, WA

LPL Financial

Darin Cook is a financial advisor with LPL Financial in Oak Harbor, WA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Outside of advisory work, he is involved with ERDA, LLC and DAER Inc., business entities unrelated to investment advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to provide both discretionary and non-discretionary management solutions.

College savings (529s, UTMA, etc.)
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Leonard R

Series 66

Oak Harbor, WA

Merrill

Leonard Radziwanowicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that collaborates with affluent clients—including business owners, executives, tech leaders, and multi-generational families—to invest, grow, and transfer wealth effectively. Leonard employs a goals-based wealth management approach, customizing portfolios to align with clients’ unique goals, time horizons, and priorities, and coordinates comprehensive strategies with clients’ tax and legal advisors to enhance tax efficiency and support wealth transfer objectives. With more than 18 years of experience in wealth management and investing, Leonard joined Merrill Lynch in 2002 following a 20-year career as an Officer in the U.S. Coast Guard. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Leonard earned a Bachelor of Science in Economics and Management from the U.S. Coast Guard Academy, a Master of Business Administration from the University of New Orleans, and a Master of Public Administration from Seattle University. Leonard and his wife Lisa have lived in Seattle since 1988, where they raised their son. He has served on the Board of Directors for Pioneer Human Services and supports local organizations focused on youth and combating homelessness. Outside of work, Leonard enjoys outdoor activities such as boating, camping, hiking, biking, skiing, and paddleboarding, reflecting his connection to the Pacific Northwest.

Wealth management Retirement income strategy Income planning General retirement planning Retirement withdrawal strategies Executive Technology Professional Founder/Business Owner Mid-Career Professionals Established Professionals Work/Life Balance
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Dane L

Series 66

Coupeville, WA

Equitable Advisors

Dane Lucero is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel for three years and has held positions at Terra Firma Wealth Management, Prairie Center, and Washington State University. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed third-party managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Scott P

Series 66

La Conner, WA

Edward Jones

Scott Price is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a managing member in property holdings and commercial real estate ventures on Camano Island and La Conner, Washington. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a wide range of household types and organizations. The firm offers various managed investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a notable national advisor and branch presence.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Vincent T

Series 65, Series 66

Stanwood, WA

LPL Financial

Vincent Thomas is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and offering 14 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he operates a seasonal fireworks stand and founded a mortgage brokerage, Equity Solutions Northwest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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William M

Series 63, Series 65

Stanwood, WA

LPL Financial

William Menzies is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory work, he is involved in educational presenting with the National Speakers Bureau and has engagement in insurance-related activities, including non-variable insurance and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies in portfolio management.

College savings (529s, UTMA, etc.)
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Aaron T

Series 66

Oak Harbor, WA

Edward Jones

Aaron Tabor is a financial advisor with Edward Jones in Oak Harbor, WA, holding a Series 66 designation and four years of industry experience. His prior work includes a 22-year career in the U.S. Navy and a position at Amazon from 2021 to 2022. Outside of his advisory role, he has expressed interest in working as a girls' lacrosse official for a local sports organization. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions and maintains a large national network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General retirement planning Military & Veterans Government Employee
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