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Gregory R

Series 63, Series 65

Bothell, WA

LPL Financial

Gregory Riggs is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors, Inc. and Securities America, Inc. from 2020 to 2023, and KMS Financial Services, Inc. from 2001 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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John K

Series 63, Series 66

Shoreline, WA

J.P. Morgan Securities

John Kakarigi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities since 2008. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Michael B

Series 66

Everett, WA

Edward Jones

Michael Burke is a financial advisor at Edward Jones in Everett, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience in construction, utilities, aerospace, telecommunications, and employment services. 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 nationwide network of over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy ESG / Sustainable investing Real estate investing Founder/Business Owner Religious/faith focused Values-based investing
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Stephen M

Series 63, Series 66

Marysville, WA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Heather H

Series 66

Lake Stevens, WA

Edward Jones

Heather Hughey is a financial advisor at Edward Jones in Lake Stevens, WA, with three years of industry experience. She holds the Series 66 designation and previously worked at SanMar Corp for seven 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 through a network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

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

Series 66

Seattle, WA

Edward Jones

Priscilla Braden is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, she worked in retail and education roles, including positions at Home Depot and Dunlap School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a 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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Irene D

Series 65

Shoreline, WA

IJD Evergreen Financial Services LLC

Irene Dabanian is the sole advisor at IJD Evergreen Financial Services LLC, an independent firm based in Shoreline, WA. She holds a Series 65 credential and has 19 years of industry experience, having led her firm since 2003. IJD Evergreen Financial Services serves a small client base of 17 clients, providing advisory and consulting services without offering portfolio management. The firm operates through non-discretionary engagements, delivering client-specific advice rather than managing portfolios or using an assets-under-management fee model.

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Robert M

CFP®, Series 63, Series 65

Everett, WA

Rainier Wealth Management LLC

Robert Martin is a CFP® professional with 32 years of experience in financial advising. He has been with Rainier Wealth Management LLC since 2012 and also maintains an affiliation with LPL Financial, LLC. Martin serves as president and chief compliance officer at Rainier Wealth Management, where he dedicates full time to providing investment advisory services. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental, technical, and cyclical analysis with various investment strategies, managing accounts on a discretionary basis and providing business-focused financial planning.

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Chad H

Series 63, Series 65

Everett, WA

Rainier Wealth Management LLC

Chad Hedzik is a financial advisor at Rainier Wealth Management LLC in Everett, WA, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Rainier Wealth Management and LPL Financial since 2014. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs a combination of fundamental analysis, technical/charting, and cyclical methods across various investment strategies, with a focus on both individual and business financial planning.

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Lance B

Series 65, Series 63

Monroe, WA

XYPN Sapphire

Lance Best is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for NYLIFE Securities LLC and New York Life Insurance Co. for 10 years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management alongside digital-asset management services.

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