Kurt Heyduck is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions with Stifel Independent Advisors, LLC and Wells Fargo Advisors. In addition to his advisory work, he is a 20% owner of Terra Firma Wealth Management and serves as co-trustee of Terra Firma 401K. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program sponsor partnerships and a mix of discretionary and non-discretionary asset management.

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 financial advisor with Equitable Advisors, holding a Series 66 designation and possessing one year of industry experience. He previously worked at Stifel Independent Advisors, LLC for four years and has additional experience dating back to 2015. Outside of his advisory role, he is a licensed Notary Public in the State of Washington. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

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 in Oak Harbor, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with LPL Financial since 2016. In addition to her advisory role, she is involved in a family real estate appraisal business and is pursuing coursework to become a licensed real estate appraiser. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party resources.

Cynthia Casey is a financial advisor at Edward Jones with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2017. Outside of her advisory role, she is a vice president of Merry Heart Chicks, LLC, a holding company formed to potentially acquire rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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 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, holding a Series 65 designation and six years of industry experience. His career includes roles at Securities America Advisors, KMS Financial Services, and his own firm, Cook Wealth Management. Outside of his advisory work, he is involved with Cook Nadeau Ventures LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research-supported model portfolios and technology-driven strategies.

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, 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.