Makinzie Degroot is a financial advisor at Edward Jones with a Series 66 designation and 1 year of industry experience. She has been with Edward Jones since 2013. 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 wrap fee strategies and separately managed accounts. The firm has approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Kristin Stuckey is a financial advisor with J.P. Morgan Securities in Everett, WA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Bank and D A Davidson. Outside of finance, she owns and operates a photography business focused on events and portraits. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Margaret Warner is a financial advisor with Primerica Advisors in Snohomish, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she is the owner and president of Irishlass, LLC, an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and a tiered wrap fee structure, focusing on curated model portfolios rather than institutional or pension plan management.

Heather Hafner is a CFP® professional with 20 years of industry experience and has been with Edward Jones in Arlington, WA since 2005. She holds Series 63 and Series 66 licenses. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Scott Faries is a financial advisor at Edward Jones in Marysville, WA, holding a Series 66 designation with three years of industry experience. He has prior experience at Bank of America and Merrill Lynch, each from 2018 to 2024, as well as earlier roles in various industries. Outside of his advisory work, he is an author of children's fantasy books published through Christian Faith Publishing. 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 operates a nationwide network of over 23,000 advisors and is notable for its large retail footprint and affiliated capabilities beyond advisory services.

Sharon Morganti is a financial advisor with Merrill in Everett, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2013 and concurrently works with Pier 1 Imports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Aitken is a financial advisor with Edward Jones in Marysville, WA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at AMP Security, Fitness International LLC, and Vantage Marketing. Outside of his advisory role, he serves as a board member for the Neighborhood HOA at Farmhouses at Roxburgue and coaches CrossFit classes in Lake Stevens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household and corporate accounts. The firm manages over $1 trillion in assets and offers various advisory strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Anna O'shea is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 12 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2014 and is also a Senior Associate Financial Planner at Mainspring Wealth Advisors, LLC. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, leveraging analytical and risk-profiling tools, and supports a wide network of advisors and advisory firms.

Shelly Ganje is a Series 66-licensed financial advisor with Edward Jones in Everett, WA, and has nine years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she owns farmland in Minot, ND, which she rents out for farming. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Sophia Dalton is a financial advisor with Edward Jones in Arlington, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Master Brand Institute and was self-employed, with earlier roles including freelance yoga instruction. 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 nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Krista Savage is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Lake Stevens, WA. She has 15 years of industry experience, including 16 years with Edward Jones. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branches.

Brandon Burr is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Comscore from 2008 to 2019. He holds a Series 66 designation. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

Tyrel Lacey is a financial advisor with Raymond James Financial Services Advisors, Inc. and has 13 years of industry experience. He holds a Series 66 credential and has been with Raymond James since 2013. Outside of advisory work, he is an owner of Mainspring Wealth Advisors, LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools like risk profiling and probability modeling to assist clients in their investment decisions.

Rodric Pence is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to develop personalized portfolio strategies aimed at meeting their financial goals. Mr. Pence provides ongoing advice and adjusts investment plans in response to changes in clients' situations. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mr. Pence earned his bachelor's degree from Biola University. His approach focuses on understanding what matters most to clients and their families in order to create strategies aligned with their financial objectives.

Jesse O'Brien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license and is based in Everett, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Brady Jr is a financial advisor at Edward Jones with 7 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory career, he was associated briefly with Pacific Masonry and was involved with the University of Washington's School of Baseball. 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 under management, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Jered Fowler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services since 2009 and has served with the Everett School District since 2020. Fowler is an advisory board member of F.R McAbee, Inc., where he provides guidance on business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that include municipal advisory services and specialized employer retirement plan consulting.

Joshua Helpenstell is a financial advisor at Edward Jones in Arlington, Washington, holding the CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Navy from 2011 to 2017. 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 strategies supported by a nationwide network of more than 23,700 advisors.

Jeremy Barrette is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Wells Fargo and BECU and has military experience serving six years in the United States Army. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Daniel Cicu is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, New York Life, and several positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.