Jared Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Camano, WA. Edward Jones is a full-service wealth management firm that serves more than 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 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.

Juan Davila is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Wells Fargo in various roles since 2015. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Andrew Lee is a CFP® professional with five years of industry experience, currently associated with LPL Financial. His work history includes roles at Global Credit Union, Kestra Advisory, and Milliman, Inc. In addition to his financial advisory work, he is engaged in tax preparation and bookkeeping through Misty Mountains BookKeeping. 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 and third-party asset management, supported by advanced research tools and a broad platform of financial products.

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 at Edward Jones with 25 years of industry experience, all spent at the firm since 2001. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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 who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His prior employment includes roles at Arbor Point Advisors, Securities America Advisors, Kms Financial Services, Grant Williams L.P., and Clark Capital Management Group. Outside of advising, he owns a business involved in life insurance commissions and sales of fixed and immediate annuities, long-term care, and disability insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation, portfolio optimization, and a wide range of investment programs supported by proprietary tools and third-party managers.

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 who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Royal Alliance Associates, Inc., SII - John Hancock, Signator Investors, Inc., and Signator Financial Services, Inc. He is also president of Edward A. Dey Inc. and conducts insurance sales through The Dey Company, specializing in fixed annuities, life, long-term care, and health insurance. Osaic Wealth serves a diverse client base including retail, high-net-worth, institutional, retirement plan, charity, and corporate clients, providing brokerage and advisory services with a model-based investment approach that incorporates asset allocation, portfolio optimization, and multiple managed account strategies.

Robin Johnson is a ChFC® credentialed financial advisor at OSAIC with 47 years of industry experience. He worked at Woodbury Financial Services for 21 years before joining OSAIC in 2024. Outside of his advisory role, he serves as an elected Fire Commissioner for the North County Regional Fire Authority. OSAIC Wealth serves a diverse client base including retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting a variety of strategies and third-party manager options.

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.

Timothy Stelling is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investments, LLC. He also serves as a coach in sports and fitness at Coupeville High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with diverse investment solutions including model portfolios, third-party asset management, 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.

Aaron Lucero is a CFP® and ChFC® with 27 years of experience in financial advisory roles. He is currently with Equitable Advisors and has previously worked at Stifel Independent Advisors, Wells Fargo Advisors, and Edward Jones. Outside of his advisory work, he serves as a board member of the Coupeville Historic Waterfront Association and is the head coach for the Coupeville School District’s fastpitch softball team. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored solutions, while offering fiduciary services and diversified investment options across mutual funds, ETFs, and alternative investments.

Harald Schot is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with LPL Financial since 2008, following prior roles at Eagle Strategies and MSI Financial Services. He serves on the Washington State Exchange Board, a community and charitable board. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and portfolio management options, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.