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.

Jenifer Bright is a financial advisor at Robert Baird & Co. in Mt. Vernon, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she owns a rental property. Robert Baird & Co. serves a range of clients including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers various financial planning and portfolio management services, utilizing internal research, model-traded strategies, and manager selection supported by advanced tools and affiliations.

Jordan Mackey is a financial advisor with Edward Jones in Bellingham, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Mackey worked in education with the Meridian and Mount Baker School Districts, as well as Western Washington University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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, operating under a fiduciary standard.

Robert Walker is a financial advisor with Primerica Advisors in Mt Vernon, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with PFS Investments, Inc. since 2010 and Primerica Financial Services since 1994. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-driven strategies and selective separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Antonette Swanson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 14 years of industry experience, including 13 years at U.S. Bancorp Investments, Inc. Swanson also works as an associate at Chuckanut Financial Services, providing sales and client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and uses analytical modeling tools to support client goals.

Casandra Roberts is a Series 66-licensed financial advisor with Edward Jones in Sedro Woolley, WA, where she has worked since 2017. She has eight years of industry experience and previously worked for Skagit Powersports for sixteen years. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Oczkewicz is a financial advisor with LPL Financial in Mount Vernon, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at Excell Wealth Partners and has a background at Maritime Fabrications Inc DBA LaConner Maritime Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kerianne Rayment is a financial advisor with Edward Jones in Sedro Woolley, WA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019 and previously worked in a coaching role from 2016 to 2019. 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 large network of financial advisors and branch offices nationwide.

Luke Mize is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Burlington, WA. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Montes is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Anacortes, WA. He has six years of industry experience, including 11 years of prior service in the United States Navy. Outside of his advisory role, he co-owns a design consultation and retail business and serves as a parent-tutor leading a home education co-op for first grade students. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets through a nationwide network of advisors and branches, offering tailored investment solutions under a fiduciary standard.

Christian Woolfolk is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has been associated with Primerica Financial Services since 2015 and has experience working at various firms including Empower Retirement LLC and DoorDash Inc. Woolfolk is also employed at Recreational Equipment Inc. and PFS Investments Inc. outside of his advisory role. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors who utilize model-based investment strategies created by unaffiliated asset managers.

Tamara Drake is a financial advisor with Primerica Advisors in Mt Vernon, WA, holding Series 63 and Series 65 designations and six years of industry experience. She has been with Primerica Advisors since 2020 and previously worked at Camano Island Dental Center and the Seattle Arch Diocese. Outside of her advisory role, she is the owner of Camano Cottage LLC, providing administrative and business support services. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.

Jason Reichert is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory work, Reichert serves as the vice president of his neighborhood homeowners association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm supports clients through written recommendations across various planning topics and offers the option to combine planning with managed-account programs under a consolidated billing arrangement.

Jeffrey Stewart is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with Robert Baird since 2014. Outside of his advisory role, he manages investment decisions for the Immaculate Conception Regional School Endowment Fund and serves as treasurer for the Mount Vernon School Tennis Booster Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies tailored to client goals and risk tolerances.

Tyler Visten is a financial advisor with Ameriprise in Sedro Woolley, WA, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018 and previously held positions at Whatcom County Government, Western Washington University, and other local organizations. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while emphasizing products from affiliated firms.