Nicki Leslie is a financial advisor at Edward Jones in Stanwood, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, Leslie worked at Comfort Vision for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of net-worth levels. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting a large nationwide network of advisors and offices.

Daniel Reisdorff is a CFP® professional with 17 years of experience in financial advising, currently serving at Edward Jones since 2008. He holds the Series 66 license and is based in Arlington, WA. Outside of advising, he is a vice president of Gamut Bookkeeping Inc., a role he has held since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branches.

Warren Phillips is a financial advisor with Edward Jones in Arlington, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as affiliated financial services beyond traditional advisory offerings.

Constance Moore is a Series 66 credentialed financial advisor at Edward Jones with two years of industry experience. She has an extensive history with Edward Jones, spanning from 2009 to the present. Outside of her advisory role, she serves as Secretary of the La Conner Kiwanis, participating in regular and financial board meetings. 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 nationwide network of financial advisors and branch offices.

Anthony Soans is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. Prior to joining LPL Financial in 2021, he spent nearly three decades at Avantax in various capacities. He is also the owner of Soans & Associates, Inc., a tax preparation and accounting firm, and owns QwikMarine.com. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven strategies.

Derek Stump is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Equitable Advisors. Prior to entering the financial industry, he was involved with Fidelis Family Initiative LLC and fitness-related enterprises. 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, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jonathan Gonzalez is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he served five years in the United States Army and has work experience in public service and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is known for its extensive retail advisor network and additional capabilities including a trust company and securities-based lending.

Joshua Kelley is a Series 66-licensed financial advisor with Edward Jones, based in Camano Island, WA. He has one year of industry experience. Prior to joining Edward Jones in 2024, he was involved in various roles including ownership of a self-employed business and management positions in the hospitality sector. He serves as a board member of Skagit Habitat for Humanity and is on the investment committee of the Skagit Community 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gregory Jensen is a financial advisor with Edward Jones in Marysville, WA, holding CFP® and ChFC® credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Jensen manages building tenants for Jensen Professional Building, LLC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Porter is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Columbia Distribution for 12 years, with a break in employment during 2020-2021. He holds a Series 66 designation and is based in Stanwood, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed solutions and affiliated investment products, operates under a fiduciary standard, and is supported by a large national network of financial advisors and branch offices.

Melissa Cates is a financial advisor with Edward Jones in Mount Vernon, WA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as President Elect of the Rotary Club of Whidbey Westside, involved in community service project coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Nate Greenland is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Housing Hope for 15 years. Outside of his advisory role, he owns a single-family rental property in Lake Stevens, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Scott Price is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a managing member in property holdings and commercial real estate ventures on Camano Island and La Conner, Washington. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a wide range of household types and organizations. The firm offers various managed investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a notable national advisor and branch presence.

Vincent Thomas is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and offering 14 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he operates a seasonal fireworks stand and founded a mortgage brokerage, Equity Solutions Northwest. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal research and third-party subadvisors.

Andrew Smith is a CFP® and holds a Series 66 license with 11 years of industry experience, all of which has been with Edward Jones since 2015. He is based in Marysville, WA. Outside of his advisory role, Smith is the owner of JACH Capital LLC, a holding company formed to own a rental property. 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 large nationwide network of financial advisors and branch offices.

Eric Oczkewicz is a financial advisor with LPL Financial in Mount Vernon, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at Excell Wealth Partners and has a background at Maritime Fabrications Inc DBA LaConner Maritime Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ariel Jensen is a CFP® professional affiliated with Edward Jones, with four years of industry experience. Jensen has held multiple roles at Edward Jones since 2015, including a current position since 2021, and has prior experience at Zillow Group and gearUP Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and services. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Daya Aglugub is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Daya worked at Swinomish Casino & Lodge for five 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Menzies is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory work, he is involved in educational presenting with the National Speakers Bureau and has engagement in insurance-related activities, including non-variable insurance and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies in portfolio management.

Martin Mosbacker is a financial advisor with Ameriprise in Arlington, WA, holding Series 63 and Series 66 designations and with 28 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of his primary role, he manages an advisory business at Heritage Wealth Advisors LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides personalized retirement-income planning advice, leveraging proprietary research and third-party data to support clients through tailored withdrawal strategies and income planning.