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 in La Conner, Washington, holding a Series 63 designation and 34 years of industry experience. He previously spent nearly three decades with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory work, he is the owner of Soans & Associates, Inc., a tax preparation and accounting firm, and operates QwikMarine.com, a business 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 portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Derek Stump is a Series 66-licensed advisor with J.P. Morgan Securities, based in Arlington, WA, with three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Equitable Advisors and held roles in healthcare and fitness organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with a focus on Eligible Strategies and incorporating an ESG eligibility framework.

Jonathan Gonzalez is a financial advisor at Edward Jones in Arlington, WA, holding a Series 66 designation with two years of industry experience. His prior work includes service in the United States Army and employment with the Kirkland Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the country.

Joshua Kelley is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held various roles including self-employment and positions in hospitality. He serves as a board member of Skagit Habitat for Humanity and holds an advisory role on the Skagit Community Foundation’s investment committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Gregory Jensen is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. Based in Marysville, WA, he manages an Edward Jones branch office. Outside of his advisory role, he manages building tenants through Jensen Professional Building, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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 who holds Series 65 and Series 66 licenses and has 14 years of industry experience. He worked at Capital Investment Management from 2002 to 2005 before joining LPL Financial in 2015. Outside of his advisory role, Thomas operates a seasonal fireworks stand and founded a mortgage brokerage company, Equity Solutions Northwest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing both proprietary and third-party investment strategies.

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 at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Excell Wealth Partners and Maritime Fabrications Inc DBA LaConner Maritime Service. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

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 a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Daya worked for five years at Swinomish Casino & Lodge. Edward Jones is a full-service wealth management firm serving 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 has a large national presence with over 23,000 financial advisors and emphasizes fiduciary standards in its advisory services.

William Menzies is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 2006 and was previously with MSI Financial Services, Inc. from 2001 to 2006. Outside of his advisory role, he has served as an educational presenter with the National Speakers Bureau. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Tyler Visten is a financial advisor with Ameriprise in Sedro Woolley, WA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously held positions at Whatcom County Government, Western Washington University, and other local organizations. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while emphasizing products from affiliated firms.