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.

Stephen Sklar is a financial advisor with Edward Jones in Port Townsend, WA. He holds the CFP® designation and Series 66 license and has 10 years of industry experience, including 11 years at Edward Jones. 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 affiliated products, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

Leonard Radziwanowicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that collaborates with affluent clients—including business owners, executives, tech leaders, and multi-generational families—to invest, grow, and transfer wealth effectively. Leonard employs a goals-based wealth management approach, customizing portfolios to align with clients’ unique goals, time horizons, and priorities, and coordinates comprehensive strategies with clients’ tax and legal advisors to enhance tax efficiency and support wealth transfer objectives. With more than 18 years of experience in wealth management and investing, Leonard joined Merrill Lynch in 2002 following a 20-year career as an Officer in the U.S. Coast Guard. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Leonard earned a Bachelor of Science in Economics and Management from the U.S. Coast Guard Academy, a Master of Business Administration from the University of New Orleans, and a Master of Public Administration from Seattle University. Leonard and his wife Lisa have lived in Seattle since 1988, where they raised their son. He has served on the Board of Directors for Pioneer Human Services and supports local organizations focused on youth and combating homelessness. Outside of work, Leonard enjoys outdoor activities such as boating, camping, hiking, biking, skiing, and paddleboarding, reflecting his connection to the Pacific Northwest.

Dane Lucero is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Stifel, Terra Firma Wealth Management, and Prairie Center. His background also includes roles outside finance, such as teaching and agricultural work. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models, including third-party programs and proprietary services, and offers a range of investment options from mutual funds to alternative investments.

Scott Price is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a managing member in property holdings and commercial real estate ventures on Camano Island and La Conner, Washington. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a wide range of household types and organizations. The firm offers various managed investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a notable national advisor and branch presence.

Aaron Tabor is a financial advisor with Edward Jones in Oak Harbor, WA, holding a Series 66 designation and four years of industry experience. His prior work includes a 22-year career in the U.S. Navy and a position at Amazon from 2021 to 2022. Outside of his advisory role, he has expressed interest in working as a girls' lacrosse official for a local sports organization. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions and maintains a large national network of financial advisors and branch offices.

Keith Buchanan is a financial advisor with LPL Financial in Port Townsend, WA, holding a Series 63 designation and 39 years of industry experience. He has operated the Keith Buchanan Insurance Agency since 1995 and has been with LPL Financial since 1992. Outside of his advisory work, he co-owns a business called Cleo & Grey with his wife. 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 financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by advisor-facing technology tools.