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 with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at Cetera and its affiliate firms since 2010 and previously at Investors Capital Corporation. Outside of advisory work, he is a co-owner and operator of a restaurant, Lola’s Intl Kitchen, and holds ownership in a scuba accessories business. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and consulting services. The firm supports a large network of advisors and provides access to various investment strategies, including affiliated and third-party model portfolios.

David Gould is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including previous roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Sigma Financial Corporation. Outside of advising, he is involved in the ownership and management of a multi-unit apartment complex in Bellingham, WA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers both advisory and brokerage services through its integrated platform, utilizing model portfolios, third-party asset managers, and a range of financial products including insurance.

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 Series 66-credentialed financial advisor at Edward Jones in Anacortes, WA, with one year of industry experience. Prior to joining Edward Jones, he held roles in creative services and technology, including work at Nickersons Creative Services LLC and BlueCart, and has experience as a Twitch streamer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

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 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.

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 designations with 15 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., SII - John Hancock, and Signator Investors, Inc. He is also president of Edward A. Dey Inc., a corporation involved in insurance brokerage and financial services. Osaic Wealth, Inc. serves retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance analyses, and automated rebalancing to construct diversified portfolios across various asset classes, supporting both discretionary and non-discretionary account management.

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 financial advisor with LPL Financial in Bellingham, WA, holding a Series 66 designation and 21 years of industry experience. She has worked at LPL Financial since 2021 and previously operated her own business, Simple Kindness, Inc., for nine years. Beatty was also involved with Lowell Elementary PTA and has a background with Waddell & Reed, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

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.

Lori Stewart is a financial advisor at Edward Jones in Mount Vernon, WA, holding a Series 66 designation with five years of industry experience. She previously worked at Skagit Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Cassandra Spitzer is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and 14 years of industry experience. She previously worked at Waddell & Reed and various insurance carriers, and ran a book-selling business for 20 years. Outside of her advisory role, she has been involved in non-variable insurance activities in Bellingham, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.