Amy Schwab is a financial advisor with Ameriprise in Mount Vernon, WA, holding a Series 66 credential and 12 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, Schwab is involved in local business ventures including membership in hotel operations companies and serving on the board of a bike rental business in La Conner, WA. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Troy Kunz is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Anacortes, WA, and holds Series 63 and Series 66 licenses. Kunz is also a director of the Sedro-Woolley Chamber of Commerce, representing local business interests. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.

Michael Jones is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Investors Capital Corp., Nationwide Securities, and 1717 Capital Management Company. Outside of advising, he is involved in several business ventures including ownership in a restaurant and a scuba accessories company. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodians.

David Gould is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Sigma Financial Corporation. Outside of his advisory work, he manages a multi-unit apartment complex in Bellingham, WA. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and various entities through a network of investment adviser representatives. The firm primarily utilizes model-driven investment approaches and offers access to third-party asset managers and insurance products through affiliated entities.

Tye Acton is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones in 2024, his work experience includes various roles at Brigham Young University Idaho and positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Shannon Day is a financial advisor at Edward Jones in Bellingham, WA, holding the ChFC® designation and a Series 66 license with 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory work, she owns and operates tallredheadgirl.com, providing wedding officiant and event emcee services, including support for nonprofit fundraising events and trivia games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Isaac Williams is a financial advisor with Edward Jones in Sedro Woolley, WA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the finance committee as a board member at Skagit Valley Community College in Mt. Vernon, WA. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gerrit Maatkamp is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at several firms including BlueCart and Restaurant Revolution Technologies, and has experience as a Twitch streamer. Edward Jones is a full-service wealth management firm serving more than four million clients with a wide range of investment programs and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Ivan Murphy Dlouhy is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2026, he worked in education at several schools, including Omak Middle School and Squalicum High School, and held various other roles. LPL Enterprise offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and a range of affiliated services.

Steven Rutz is a financial advisor with Edward Jones in Anacortes, WA, holding Series 63 and Series 66 credentials and over 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns several rental properties in Anacortes. 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 options supported by a large network of advisors and branch offices, operating under a fiduciary standard.

Benjamin Jensen is a CFP® professional with 20 years of industry experience. He has been with Edward Jones since 2015. Jensen holds Series 63 and Series 66 licenses and is based in Anacortes, WA. 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 solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Daniel Giddens is a financial advisor with OSAIC based in Mt. Vernon, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Kms Financial Services, Grant Williams L.P., and Clark Capital Management Group. Outside of his advisory work, he is involved in the sale of life insurance, fixed and immediate annuities, long-term care, and disability insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses proprietary asset-allocation tools and supports a range of investment options and management styles.

Shawn Steffens is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. He holds the Series 66 designation and is based in Mount Vernon, Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.

Jacob Dey is a financial advisor with Osaic Wealth, Inc. based in Mount Vernon, WA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His prior affiliations include Royal Alliance Associates, Signator Investors, and John Hancock. Outside of his advisory role, he serves as president of Edward A. Dey Inc., which operates insurance and annuity services. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services supported by sophisticated asset-allocation tools and a range of investment options.

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.

Alex Hochsprung is a financial advisor with Edward Jones in Mount Vernon, WA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior work experience at Bellingham Golf & Country Club, Sehome High School, and Fairhaven Middle School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jodie Beatty is a Series 66-licensed financial advisor with LPL Financial, based in Bellingham, WA. She has 21 years of industry experience and previously worked with Waddell & Reed, Inc. and various insurance carriers. Outside of advising, she has been involved with Simple Kindness, Inc., a business entity 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 portfolios, and institutional platforms.

Wendy Lucas is a financial advisor with Primerica Advisors in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of her advisory role, she is a partner at Lucas & Associates, Inc., a firm formed for Primerica business purposes, and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides services via a tiered wrap-fee structure.

Janel Kinney is a Series 66 credentialed financial advisor at Ameriprise with eight years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for ten years and McGregor Benefits for two years. Outside of her advisory role, she serves as president on the Board of Directors for the Cubs Cheer Booster organization in Sedro Woolley, WA. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Elliott Johnson is a CFP®-credentialed financial advisor with 16 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked for six years, following an 11-year tenure at Edward Jones. Outside of his advisory role, Johnson serves as CEO of Haven Financial Partners LLC and is a committee member overseeing financial operations at Island Health. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a non-discretionary approach using analytical tools to align with client goals and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.