Shelly Mathis is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently with OSAIC and has previously worked at Securities America Advisors, KMS Financial Services, and Terry W. Greer, Inc. In addition to her advisory role, she owns SLM Financial Services, where she prepares individual tax returns for select clients and offers notary services at no charge. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with various portfolio management options and utilizes advanced asset allocation and risk management tools.

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.

London Cook is a financial advisor with LPL Financial who holds a Series 65 designation and has six years of industry experience. His prior work includes roles at Securities America Advisors, KMS Financial Services, Cook Wealth Management, and DocuSign, among others. Outside of his advisory work, he is associated with Cook Nadeau Ventures LLC, a business entity for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms.

Eric Schelling is a financial advisor at Edward Jones in Oak Harbor, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 programs and investment strategies supported by a large national network of financial advisors and branch offices.

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 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.

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.

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.

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.

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.

Darin Cook is a financial advisor with LPL Financial in Oak Harbor, WA, holding Series 63 and Series 66 licenses and having 37 years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, Wells Fargo Advisors, and Edward Jones. 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 participant-level retirement advice.

Leonard Radziwanowicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that collaborates with affluent clients—including business owners, executives, tech leaders, and multi-generational families—to invest, grow, and transfer wealth effectively. Leonard employs a goals-based wealth management approach, customizing portfolios to align with clients’ unique goals, time horizons, and priorities, and coordinates comprehensive strategies with clients’ tax and legal advisors to enhance tax efficiency and support wealth transfer objectives. With more than 18 years of experience in wealth management and investing, Leonard joined Merrill Lynch in 2002 following a 20-year career as an Officer in the U.S. Coast Guard. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Leonard earned a Bachelor of Science in Economics and Management from the U.S. Coast Guard Academy, a Master of Business Administration from the University of New Orleans, and a Master of Public Administration from Seattle University. Leonard and his wife Lisa have lived in Seattle since 1988, where they raised their son. He has served on the Board of Directors for Pioneer Human Services and supports local organizations focused on youth and combating homelessness. Outside of work, Leonard enjoys outdoor activities such as boating, camping, hiking, biking, skiing, and paddleboarding, reflecting his connection to the Pacific Northwest.

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.

Timothy Price is a financial advisor with Edward Jones in Mt Vernon, WA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Edward Jones since 2000. Outside of his advisory role, he is involved in managing several commercial and residential property holdings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

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.