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.

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.

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.

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.

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.

Gene Barner is a financial advisor at Edward Jones in Oak Harbor, WA, with 22 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 65 designations. He serves as a board member at large for the Bayview West Condominium Association, participating in by-law review and oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial capabilities.

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.

Gary Thramer is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and U.S. Bancorp Piper Jaffray Inc. for over 20 years each. He also serves as president of the Anacortes Public Library Foundation. 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 a diverse set of affiliated services.

Adam Serr Sr. is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at East Idaho Credit Union and LPL Financial for 14 years. Outside of his advisory role, Serr is involved in independent insurance brokering and owns Bright Star Financial Advisors, LLC, which manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies to produce personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Niki Walters is a Series 66 licensed financial advisor at Robert Baird & Co. with 19 years of industry experience, including 12 years at her current firm. She serves as a board member and treasurer for the Jean Thompson Guild. The DDK Group at Robert W. Baird & Co., where she works, provides wealth management services to individuals, businesses, pensions, and charitable organizations using a mix of portfolio management strategies and internal research tools.

Kent Jensen is a financial advisor with Thrivent Investment Management in Mount Vernon, WA. He holds the ChFC® designation along with Series 63 and Series 66 licenses and has 27 years of industry experience. Jensen has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2002. 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 planning covering a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option while maintaining the services separately.

Diana Wynn is a financial advisor with LPL Financial in Oak Harbor, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with LPL Financial since 2016. In addition to her advisory role, she is involved in a family real estate appraisal business and is pursuing coursework to become a licensed real estate appraiser. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

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.