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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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Dustin M

Series 63, Series 66

Seattle, WA

Edward Jones

Dustin Meade is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, Robinhood, and TD Ameritrade. 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 large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive LGBTQIA Young Professionals
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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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Keith H

Series 63, Series 66

Kirkland, WA

Raymond James Financial

Keith Haller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 25 years prior to joining Raymond James. Outside of advising, he is involved with private investment activities through Amason Corporation and has a partnership interest in Calmont Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized municipal and SIMPLE IRA consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance 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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Lance B

Series 63, Series 65

Monroe, WA

XYPN Sapphire

Lance Best is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for a decade before joining XYPN Sapphire and Best Investment Group, LLC. 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 employs a combination of discretionary and non-discretionary management, with a structural model that supports affiliated advisors and includes a pilot program for digital asset management.

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