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Christina G

Series 66

Port Angeles, WA

Edward Jones

Christina Goff is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through 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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Bret K

Series 63, Series 65

Sequim, WA

OSAIC

Bret Keehn is a financial advisor with OSAIC in Sequim, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Strait Financial Advice since 2003 and Sagepoint Financial, Inc. from 2002 to 2023. Outside of his advisory roles, he serves as a board trustee for the Sequim Sunrise Rotary Foundation. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides a range of brokerage and advisory services through its extensive network of affiliated advisors and employs various asset-allocation and portfolio management tools across multiple investment products.

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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Cheryl E

Series 66

Sequim, WA

Edward Jones

Cheryl Easterling is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 credential and four years of industry experience. She has been with Edward Jones since 2017 and previously worked in the food service and cleaning industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment products and advisory services, supported by a large national network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
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Laura R

Series 63, Series 66

Sequim, WA

Raymond James Financial

Laura Robb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been affiliated with various Raymond James entities since 2015. Outside of her advisory role, she owns and manages Robb Wealth Management, where she builds clientele and provides investment advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

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

Series 66

Port Angeles, WA

Edward Jones

Susan Sanders is a Series 66-registered financial advisor with Edward Jones, where she has worked since 2013. She has 13 years of industry experience. Outside of her advisory role, she owns a rental property in Sequim, Washington. Edward Jones is a full-service wealth management firm serving 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 strategies, 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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Danielle R

CFP®, Series 63, Series 66

Port Angeles, WA

Edward Jones

Danielle Rivers is a CFP® professional with 12 years of industry experience. She has been with Edward Jones since 2015, based in Port Angeles, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy General estate planning guidance Doctor or Medical Professional Women Professionals
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Philip T

Series 66

Sequim, WA

Edward Jones

Philip Trowbridge is a financial advisor with Edward Jones in Sequim, WA, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory work, he is a director of Trowbridge Group, LLC, a private estate interests business that handles royalty payments from oil and gas wells. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Elizabeth M

Series 66

Port Angeles, WA

Edward Jones

Elizabeth Millar is a Series 66 licensed financial advisor with Edward Jones, based in Port Angeles, WA. She has eight years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment options through a nationwide network of more than 23,700 financial advisors.

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

CFP®, Series 63, Series 65

Sequim, WA

LPL Financial

Andrew Watkins is a Certified Financial Planner® with 43 years of industry experience, currently associated with LPL Financial since 2018. His prior roles include positions at Summit Financial Group Inc, SII Investments, Inc., and running his own firm, Andrew Watkins & Associates Inc., for over a decade. 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 portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer C

Series 63, Series 66

Port Angeles, WA

Edward Jones

Jennifer Ciarlo is a financial advisor with Edward Jones in Port Angeles, WA, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she owns a property management LLC in Port Angeles. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning ESG / Sustainable investing Retired Founder/Business Owner Executive
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