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.

Daniel Reisdorff is a CFP® professional with 17 years of experience in financial advising, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Arlington, WA. Outside of advising, he is a vice president of Gamut Bookkeeping Inc., a role he has held since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branches.

Warren Phillips is a financial advisor with Edward Jones in Arlington, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as affiliated financial services beyond traditional advisory offerings.

Derek Stump is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Equitable Advisors. Prior to entering the financial industry, he was involved with Fidelis Family Initiative LLC and fitness-related enterprises. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jonathan Gonzalez is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served five years in the United States Army and has work experience in public service and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is known for its extensive retail advisor network and additional capabilities including a trust company and securities-based lending.

Gregory Jensen is a financial advisor with Edward Jones in Marysville, WA, holding CFP® and ChFC® credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Jensen manages building tenants for Jensen Professional Building, LLC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Nate Greenland is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Housing Hope for 15 years. Outside of his advisory role, he owns a single-family rental property in Lake Stevens, WA. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Vartika Abhishek is a financial advisor with Merrill, holding Series 66, Series 63, and Series 65 credentials and seven years of industry experience. Her prior roles include positions at Bank of America, Deutsche Bank, Emkay Global Financial Services Ltd, Sanctum Wealth Private Ltd, Charles Schwab, TD Ameritrade, and Fidelity Brokerage Services LLC. She is based in Marysville, WA. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zohaib Rizwan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Charles Schwab and Chase Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

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.

Andrew Smith is a CFP® and holds a Series 66 license with 11 years of industry experience, all of which has been with Edward Jones since 2015. He is based in Marysville, WA. Outside of his advisory role, Smith is the owner of JACH Capital LLC, a holding company formed to own a rental property. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Ariel Jensen is a CFP® professional affiliated with Edward Jones, with four years of industry experience. Jensen has held multiple roles at Edward Jones since 2015, including a current position since 2021, and has prior experience at Zillow Group and gearUP Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and services. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Daya Aglugub is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Daya worked at Swinomish Casino & Lodge for five years. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pedro Gonzales is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Keller Williams. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Martin Mosbacker is a financial advisor with Ameriprise in Arlington, WA, holding Series 63 and Series 66 designations and with 28 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his primary role, he manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement-income planning advice, leveraging proprietary research and third-party data to support clients through tailored withdrawal strategies and income planning.

Stephen Muller is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 27 years of industry experience. Muller serves as a Marysville City Councilman and sits on the board of a homeowners association in Big White, BC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to help clients align investments with their goals.