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Kenneth W

CFP®, Series 66

Vancouver, WA

Edward Jones

Kenneth Wachtendorf is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Edward Jones since 2016 and also has experience at U.S. Bancorp Investments dating back to 2012. 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, offering a range of investment strategies and fiduciary advisory services through 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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Marc K

Series 66

Ridgefield, WA

Edward Jones

Marc Krsul is a financial advisor with Edward Jones in Ridgefield, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Krsul serves as a board member for the Pacific Foundation for Blind Children in Vancouver, WA, participating in monthly meetings and supporting fundraising events. 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 advisory programs and maintains a large national network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Laura R

Series 66

Battle Ground, WA

Edward Jones

Laura Ruiz is a financial advisor with Edward Jones in Battle Ground, WA, holding a Series 66 designation and nine years of industry experience. She previously worked at Wells Fargo for two years before joining Edward Jones in 2017. 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 with discretionary and non-discretionary strategies, access to separately managed accounts, 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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Dana D

Series 66

Ridgefield, WA

Edward Jones

Dana Duncan is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he works occasionally as an associate at an Amazon Fulfillment center. 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, as well as corporate and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

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

Series 66

Battle Ground, WA

Edward Jones

Matthew Henderson is a financial advisor with Edward Jones in Battle Ground, WA. He holds a Series 66 designation and has 11 years of industry experience, all with Edward Jones since 2015. Outside of his advisory role, Henderson is involved in technology consulting for a local company and coaches football. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

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

CFP®, Series 66

Vancouver, WA

Edward Jones

Joshua Hollandsworth is a CFP® and Series 66–registered financial advisor with Edward Jones in Vancouver, WA. He has nine years of industry experience, including his tenure at Edward Jones since 2017. Prior to joining Edward Jones, he worked briefly in lawn care and had a one-year period outside the industry. 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 and investment solutions supported by a large 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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David D

Series 63, Series 66

Woodland, WA

Wells Fargo Clearing

David Dunmire is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2018. Prior to that, he was unemployed from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions supported by extensive research and analytics.

Retired Founder/Business Owner
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Ara S

Series 66

Vancouver, WA

Edward Jones

Ara Serjoie is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he has had roles at Haverford College, Guilford College, and Creighton University. He also serves on the Board of Directors for the Portland Farmers' Market in Portland, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive LGBTQIA
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Brian Z

Series 66

Scappoose, OR

OSAIC

Brian Zuschlag is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is the owner of BAZ Holdings, LLC, an LLC used to run his business and manage payroll. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across multiple asset classes.

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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Kellie H

Series 63, Series 66

Ridgefield, WA

Cambridge Investment Research Advisors

Kellie Hall Strehlow is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 66 designations. She has 24 years of industry experience, including 18 years at KMS Financial Services and several years with Cambridge Investment Research firms. She is also an owner and partner of Financial Advisors, Inc., a separate business entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals using various platform arrangements and proprietary as well as third-party model strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Victoria F

Series 63, Series 66

Vancouver, WA

Edward Jones

Victoria Fitzsimmons is a financial advisor at Edward Jones with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2005. Outside of her advisory role, she provides care for a disabled adult, assisting with daily tasks such as cooking and housekeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and maintains 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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Nicholas R

Series 66

Battle Ground, WA

Merrill

Nicholas Robbins is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior career includes roles at Bank of America, Unleash The Hounds, and T-Mobile. Merrill, together with 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 individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Jennifer D

Series 66

La Center, WA

Cetera

Jennifer Duensing is a Series 66 licensed financial advisor with six years of industry experience, currently with Cetera. Her prior experience includes roles at Edward Jones, LPL Financial, and several fiduciary services firms. She is also the owner of Jenn D Law, through which she provides estate planning services including wills, trusts, powers of attorney, and advanced directives. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Eric L

Series 66

Vancouver, WA

Edward Jones

Eric Lucescu is a financial advisor with Edward Jones in Vancouver, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at Edward Jones since 2014. Outside of his advisory role, he is the president of Rolling Hills Investments LLC, an active business based in Ridgefield, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and affiliated services, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Sojourn B

Series 66

Ridgefield, WA

Edward Jones

Sojourn Breneiser is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Sojourn worked at EssilorLuxottica for five years, as well as at Alpine Motors and Visoneering Technologies. 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 nationwide network of advisors and branches.

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

Series 66

Ridgefield, WA

LPL Financial

Lynelle Clark is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2022. Her prior experience includes roles at Cuna Mutual Group and Cuna Brokerage Services, where she has been involved since 2016 and 2006, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Luke C

Series 66

Ridgefield, WA

Edward Jones

Luke Copko is a financial advisor at Edward Jones in Ridgefield, Washington, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at U.S. Bank for 11 years. Outside of his advisory role, he is involved in rental property ownership in Portland, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Devin U

Series 66

Vancouver, WA

Edward Jones

Devin Uskoski is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He 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 high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Stephan E

CFP®, Series 66

Battle Ground, WA

Ameriprise

Stephan Edwards is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for nine years. Outside of advising, he is a co-owner of a CPA firm specializing in tax preparation and manages his own LLCs related to his Ameriprise business. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research and modeling to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jennifer O

CFP®, Series 66

Vancouver, WA

Edward Jones

Jennifer Owens is a CFP® with eight years of experience at Edward Jones in Vancouver, WA. She has been with Edward Jones since 2008. Outside of her financial advisory work, she occasionally creates commissioned artwork and illustrations for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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