Lori Stewart is a financial advisor at Edward Jones in Mount Vernon, WA, holding a Series 66 designation with five years of industry experience. She previously worked at Skagit Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Gary Thramer is a financial advisor with Edward Jones, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at UBS Financial Services and Morgan Stanley DW Inc. He serves as president of the Anacortes Public Library Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Kurt Heyduck is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at Stifel Independent Advisors, LLC, Wells Fargo Advisors, and Edward Jones. He is also a 20% owner of Terra Firma Wealth Management, a financial advisory business based in Coupeville, Washington. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs, utilizing a range of internal and third-party models and advisory platforms.

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.

Fred Farris is a Series 66 licensed advisor with one year of industry experience, currently with Equitable Advisors. He previously worked at Stifel Independent Advisors, LLC for four years and has additional work history outside the financial services industry. Farris is also a Notary Public for the State of Washington. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a large network of Investment Adviser Representatives.

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.

Diana Wynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has previously worked at Commonwealth Financial Network and Edward Jones. Outside of her advisory role, she is involved in a family real estate appraisal business, taking courses to assist with appraisal reports. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Cynthia Casey is a financial advisor with Edward Jones in Oak Harbor, WA, holding the Series 63, 65, and 66 licenses. She has 29 years of industry experience, including prior roles at Wells Fargo Clearing and a decade spent as a homemaker. Outside of her advisory work, she is vice president of Merry Heart Chicks, LLC, a holding company formed for potential future property acquisitions. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Frank is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options under a fiduciary standard.

Helena Pleet is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, she worked in various roles, including positions at Deception Pass Tours and MOD Pizza, and studied at the University of Washington - Tacoma. Outside of her advisory role, she holds ownership interests in a holding company involved with relocation of her Edward Jones office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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.

Shelly Mathis is a financial advisor with Osaic Wealth, holding a Series 66 designation and 22 years of industry experience. Her career includes prior roles at Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. She owns SLM Financial Services, where she prepares individual tax returns for select clients and provides notary services at no charge. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process relies on model-based asset allocation and portfolio optimization, with a notable scale supported by a complex affiliate network and private-equity ownership.

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 in Oak Harbor, WA, holding Series 65 and Series 63 credentials and six years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and DocuSign. 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, 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 at Ameriprise with two years of industry experience. He holds the Series 66 credential and has worked with Bright Star Financial Advisors, LLC in an advisory capacity. His background includes various roles outside of finance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

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.