Ronald Kennedy is a financial advisor at Edward Jones in Stanwood, WA, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is a member of Kengroup LLC, a real estate holdings business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and manages approximately $1.01 trillion in assets.

Dennis Kazen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at firms including Avantax Investment Services and 1st Global Advisors and is the president and sole owner of Kazen Financial Services, Inc. In addition to his advisory work, he serves as assistant treasurer for Marysville Gospel Hall Church and treasurer for the Marysville Cooperative Education Program. He is also involved in a family-run rental trailer business and a condominium association board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through discretionary and non-discretionary programs across multiple platforms, with access to affiliated and third-party managers.

Teri Perrigoue is a financial advisor with LPL Financial, holding the Series 66 designation and 4 years of industry experience. She has been with LPL Financial since 2012 and previously operated her own advisory business, Teri A Rhine LMP, from 2009 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Timothy Menzies is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Menzies Family LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jared Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Camano, WA. Edward Jones is a full-service wealth management firm that serves more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Juan Davila is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Cordell Cummings is a financial advisor at Edward Jones in Arlington, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked in various roles including at NC Machinery and Western Washington University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Johnathon Wong is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he serves as an office manager for Gregory B Combs PLLC, a veterinary clinic owned by his domestic partner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Andrew Lee is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial in Oak Harbor, WA. His prior roles include positions at Kestra Advisory and Barrett Financial, among others. Outside of advising, he provides tax preparation and accounting services through Misty Mountains BookKeeping. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Daniel Giddens is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Securities America Advisors, Inc. In addition to his advisory role, he owns a business involved in life insurance, fixed and immediate annuities, long-term care, and disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Cassandra Van Loo is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes positions in real estate and customer service, as well as roles at Alaska Airlines and Snohomish Valley Golf Center. 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, 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.

Robin Johnson is a financial advisor with Osaic Wealth, Inc. holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 47 years of industry experience, including 21 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, Johnson serves as an elected Fire Commissioner for the North County Regional Fire Authority. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm‑provided tools and third-party solutions to construct and manage portfolios across a broad range of asset classes.

Seth Nilson is a financial advisor with Edward Jones in Stanwood, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he co-owns Rhythm & Techniques, LLC, a teamwork consulting business based in Stanwood, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Harald Schot is a financial advisor with LPL Financial in Stanwood, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he serves on the Washington State Exchange Board, a community and charitable organization. LPL Financial serves individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Loren Van Loo is a financial advisor with Edward Jones in Marysville, WA, holding Series 63 and Series 66 licenses and offering 37 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is involved in condominium rental businesses in Marysville and Chelan, Washington. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with an extensive network of over 23,700 advisors and more than $1 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, and operates under a fiduciary standard.

Cynthia Casey is a financial advisor at Edward Jones with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2017. Outside of her advisory role, she is a vice president of Merry Heart Chicks, LLC, a holding company formed to potentially acquire rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Christopher Frank is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Helena Pleet is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, she worked in various roles, including positions at Deception Pass Tours and MOD Pizza, and studied at the University of Washington - Tacoma. Outside of her advisory role, she holds ownership interests in a holding company involved with relocation of her Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Jana Braaten is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Becker Retirement Group and The Thomas Group. In addition to her role at Ameriprise, she manages an advisory business through Directional Decisions LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, typically those with at least $1,000,000 in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Shelly Mathis is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently with OSAIC and has previously worked at Securities America Advisors, KMS Financial Services, and Terry W. Greer, Inc. In addition to her advisory role, she owns SLM Financial Services, where she prepares individual tax returns for select clients and offers notary services at no charge. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with various portfolio management options and utilizes advanced asset allocation and risk management tools.