Adam Gulley is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014 and previously served in the United States Army Reserve for 19 years. He is also a board and club member of the Kiwanis service organization in Tacoma. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Joseph Todisco is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He served in the U.S. Air Force from 1999 to 2023 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment solutions, and affiliated services.

Dempsey Wheelock is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has previously worked in various roles, including positions at Deseret Industries and Pythia International. Outside of financial advising, he is listed as a director for Worldwide Charities, a non-profit corporation founded by his father, though he is not active in its business activities. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Chantelle La Marr is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at BlackRock for eight years and Axalta Coating Systems for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Crest is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience at Lowe's Home Improvement, DoorDash, and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brooke Baker is a financial advisor at Raymond James Financial with 17 years of industry experience and a Series 66 credential. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia State Bank for over a decade. She is also involved with Columbia Wealth Advisors in a non-owner associate role providing financial advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Janelle Embrey is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2009. Outside of her advisory role, she is licensed to provide care for her adult son and receives income for caregiving services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mart Mitchell is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2018. Prior to that, he spent over two decades with Russell Investments and its affiliated entities. Outside of his advisory role, Mitchell provides seasonal hospitality services at the Washington State Fair in Puyallup, WA. 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 managed solutions, and operates under a fiduciary standard.

Andrew Loe is a financial advisor with Edward Jones in Puyallup, WA, holding a Series 66 credential and five years of industry experience. Prior to joining Edward Jones in 2020, he was involved in the flooring industry and briefly worked at Acorn Brewing. 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 operates a large network of advisors and branch offices across the country.

Charean Mead is a financial advisor at Edward Jones with two 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 individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Blair Sexton is a financial advisor at Edward Jones with 22 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a fiduciary standard.

Derek O'Sullivan is a financial advisor with Edward Jones in Puyallup, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves in the Washington Army National Guard. 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 solutions, operating under a fiduciary standard and supporting clients with extensive resources across a nationwide network of advisors and branch offices.

Adam Epperson is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for 20 years. Outside of his advisory role, he owns and manages short-term and long-term rental properties jointly with family members. 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 solutions, supported by a large nationwide network of financial advisors and branches.

Rachel Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at First Command Financial Planning and Harborstone Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Victoria Zoller is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2014 in different roles. Outside of her advisory work, she serves as secretary for the Seasons HOA in Lacey, WA, where she takes meeting minutes. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Bridges is a financial advisor with Edward Jones in Dupont, WA, holding the Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at WinCo Foods from 2014 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

Diana Sanchez is a Series 66 licensed financial advisor with Edward Jones, based in Lacey, WA. She has one year of experience with the firm, having recently transitioned to her current role after ten years of prior work within Edward Jones. Edward Jones is a full-service wealth management firm serving over 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 network of more than 23,700 financial advisors nationwide.

Michael Grosso is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was involved with Harmony Farms LLC and Saint Martin's University. 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, operating under a fiduciary standard.

Walter Harrison is a CFP® professional with 44 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2021, with prior experience at VOYA Financial Advisors from 2014 to 2021. Outside of advisory work, he operates a photography and videography business specializing in weddings and special occasions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both discretionary and non-discretionary program options.

Matthew Mc Lellan is a financial advisor with Edward Jones in Roy, Washington, holding a Series 66 designation and totaling 10 years of industry experience. He 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 solutions supported by a large network of financial advisors and branch offices nationwide.