Melanie Pearson is a financial advisor with UBS Financial Services and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, including seven years at Charles Schwab and five years with Charles Schwab Bank before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supporting advisors with proprietary research and model-based asset allocations.

Aaron Lucero is a CFP® and ChFC® with 27 years of experience in financial advisory roles. He is currently with Equitable Advisors and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, and Edward Jones. Outside of his advisory work, he serves as a board member of the Coupeville Historic Waterfront Association and is the head coach for the Coupeville School District’s fastpitch softball team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, while offering fiduciary services and diversified investment options across mutual funds, ETFs, and alternative investments.

Harald Schot is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with LPL Financial since 2008, following prior roles at Eagle Strategies and MSI Financial Services. He serves on the Washington State Exchange Board, a community and charitable board. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized 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.

Kurt Heyduck is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, LLC, Wells Fargo Advisors, and Edward Jones. He is also a 20% owner of Terra Firma Wealth Management, a financial advisory business based in Coupeville, Washington. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing a range of internal and third-party models and advisory platforms.

Fred Farris is a Series 66 licensed advisor with one year of industry experience, currently with Equitable Advisors. He previously worked at Stifel Independent Advisors, LLC for four years and has additional work history outside the financial services industry. Farris is also a Notary Public for the State of Washington. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a large network of Investment Adviser Representatives.

Diana Wynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has previously worked at Commonwealth Financial Network and Edward Jones. Outside of her advisory role, she is involved in a family real estate appraisal business, taking courses to assist with appraisal reports. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Cynthia Casey is a financial advisor with Edward Jones in Oak Harbor, WA, holding the Series 63, 65, and 66 licenses. She has 29 years of industry experience, including prior roles at Wells Fargo Clearing and a decade spent as a homemaker. Outside of her advisory work, she is vice president of Merry Heart Chicks, LLC, a holding company formed for potential future property acquisitions. 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 offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Frank is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Helena Pleet is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, she worked in various roles, including positions at Deception Pass Tours and MOD Pizza, and studied at the University of Washington - Tacoma. Outside of her advisory role, she holds ownership interests in a holding company involved with relocation of her Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Shelly Mathis is a financial advisor with Osaic Wealth, holding a Series 66 designation and 22 years of industry experience. Her career includes prior roles at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. She owns SLM Financial Services, where she prepares individual tax returns for select clients and provides notary services at no charge. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, with a notable scale supported by a complex affiliate network and private-equity ownership.

Nicki Leslie is a financial advisor at Edward Jones in Stanwood, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Leslie worked at Comfort Vision for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of net-worth levels. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting a large nationwide network of advisors and offices.

London Cook is a financial advisor with LPL Financial in Oak Harbor, WA, holding Series 65 and Series 63 credentials and six years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and DocuSign. 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.

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.

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.

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.

Anthony Soans is a financial advisor with LPL Financial in La Conner, Washington, holding a Series 63 designation and 34 years of industry experience. He previously spent nearly three decades with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory work, he is the owner of Soans & Associates, Inc., a tax preparation and accounting firm, and operates QwikMarine.com, a business unrelated to investments. 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, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Dawn Miller is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked in physical therapy and education sectors. Outside of advising, she occasionally dog sits for friends in her local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Joshua Kelley is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held various roles including self-employment and positions in hospitality. He serves as a board member of Skagit Habitat for Humanity and holds an advisory role on the Skagit Community Foundation’s investment committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Darin Cook is a financial advisor with LPL Financial in Oak Harbor, WA, holding Series 63 and Series 66 licenses and having 37 years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, Wells Fargo Advisors, and Edward Jones. 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, model portfolio programs, third-party asset management, and participant-level retirement advice.