Jerry Barnett is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2021 and has experience with Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies. Barnett is also involved with Universal Energy Inc., a company he has been associated with since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial services supported by proprietary research, third-party managers, and advanced technologies.

Traci Bjorklund is a financial advisor with Edward Jones in Bellingham, WA, holding a Series 66 designation and 18 years of experience at the firm. In addition to her advisory role, she serves as president of Karleby Builders, Inc., a general contracting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

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.

Timothy Anderson is a financial advisor with Ameriprise in Bellingham, WA, holding a Series 63 designation and 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 1986. Outside of his advisory role, Anderson serves on the Board of Directors for the Fairhaven Trials HOA as secretary and is a member at large of the Historic Fairhaven Association. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, providing comprehensive written recommendation reports. The firm combines research, modeling, and tax-efficiency analysis to assist clients, with a focus on assets managed within Ameriprise accounts.

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.

Jana Braaten is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Becker Retirement Group and The Thomas Group. In addition to her role at Ameriprise, she manages an advisory business through Directional Decisions LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, typically those with at least $1,000,000 in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Kari Kennedy is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Peoples Bank and Opus Bank. Kennedy serves as Treasurer and a board member for Habitat for Humanity of Skagit, where she oversees financial statements and contributes to organizational planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of investment advisory programs, combining a large retail advisor network with affiliated investment capabilities.

Joseph Lindquist is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He has been with Robert Baird since 2014 and holds a Series 66 designation. Outside of his advisory role, Lindquist serves as an elected official setting policy for the Skagit Public Utility District and has a governance role at Summersun Montessori Preschool. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, employing manager-traded and model-traded strategies alongside tax management and direct indexing.

Braden Perrenoud is a financial advisor with Ameriprise in Mount Vernon, WA, holding a Series 66 designation and two years of industry experience. He has prior experience managing an advisory business under Bright Star Financial Advisors, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Nicholas Van Jaarsveld is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Rachel Wangen Hoch is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, she occasionally serves as a substitute pastor at local Evangelical Lutheran Church in America congregations, performing services such as officiating funerals without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Micah Kelley is a financial advisor at Edward Jones in Burlington, Washington, with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Craig Cooper is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2021. His prior roles include work with Waddell & Reed and various insurance agencies. Outside of financial advising, he has operated a liquidation business. LPL Financial serves a broad client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management, model portfolios, and utilizes research from internal and external sources.

Gregory Herrling is a CFP® with 17 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 13 years at U.S. Bancorp Investments, Inc. Herrling operates an independent financial services firm, Chuckanut Financial Services, where he manages day-to-day operations and client financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory work through a unique affiliation with a municipal advisor.

Janie Crane is a Series 66 licensed financial advisor with Edward Jones in Anacortes, WA, where she has worked since 2023. She has two years of industry experience, including five years at Island Health and nine years at Pregnancy Choices. Outside of her advisory role, she is involved in managing a family-owned cabin held in an LLC with relatives. 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 broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds.

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.