Kelly Tannhauser is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Kelly worked at Snohomish Valley Golf Center and Arena, and was involved with the Bellevue Club Swim Team for five years. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Schultz is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones and Granite Falls Premier Real Estate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide network of advisors through various investment programs and specialized municipal and retirement plan services.

Anne Kralman is a financial advisor with Edward Jones in Camano Island, WA, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2016. 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 through a large nationwide network of financial advisors and branch offices.

Johnny Matkins Jr. is a Series 66-licensed financial advisor with Edward Jones in Stanwood, WA, bringing two years of industry experience. Prior to joining Edward Jones, he was involved with Camano Plaza IGA as a person in charge, assisting customers and managing store operations in the director’s absence. 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 advisory strategies and affiliated investment products through a large nationwide network of advisors and branch offices.

James Hafner is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Everett Housing Authority, Robert Half, Private Client Fiduciary, Nike, Amazon, and Dick's Sporting Goods, where he also performed cashier duties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Austin Mc Dermott is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Bailey Wealth Services/LPL Financial, and has experience with Liberty University and Western Seminary. Outside of his advisory role, he is an owner and officer of a boutique travel agency, Adventure is Out There, LLC, which books personal travel for friends and family. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sterling Gurney is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Snohomish, WA. He has 16 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Riggs is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and Bellevue Healthcare. He has also operated Riggs Wealth Management. 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, supported by extensive technology and a broad network of investment adviser representatives.

Krystal Schultz is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and New Day Community Counseling, LLC. Outside of her advisory role, she is the owner of Schultz Financial Partners, LLC, where she manages business licenses and excise tax responsibilities. 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, and institutional entities. The firm employs analytical tools and risk profiling to tailor planning and investment recommendations and supports specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Kirkpatrick is a financial advisor with UBS Financial Services in Everett, WA, holding a Series 66 license and bringing 22 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partial owner of a coffee business and owns multiple storage-related businesses and associated holding companies. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad suite of capital markets offerings.

Jessica Simmons is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2023 to 2025, and has experience with Goldman Sachs and other financial institutions. Simmons is also an author, dedicating part of her time to writing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a broad platform of services.

Ronald Kennedy is a Series 66-licensed financial advisor with Edward Jones, based in Stanwood, WA. He has 18 years of industry experience, including two years at Wells Fargo Investments prior to joining Edward Jones in 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Dennis Kazen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 28 years of industry experience. His career includes roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors. In addition to his advisory work, he is president of Kazen Financial Services, operates as a mortgage loan originator, and serves as treasurer for several community and nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of investment strategies across numerous program structures.

Teri Perrigoue is a financial advisor with LPL Financial, holding a Series 66 credential and over five years of industry experience. She has been with LPL Financial since 2012 and previously operated her own business, Teri A Rhine LMP, from 2009 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, distinguished by its scale and a broad array of non-advisory financial activities.

Timothy Menzies is a financial advisor with LPL Financial in Stanwood, WA, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved with Menzies Family 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 portfolio programs, third-party asset management, and institutional platforms.

Brent Lyons is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at LPL Financial since 2010, with prior roles at Merrill, Banc of America Investment Services, and Citigroup Global Markets. Outside of finance, Lyons is involved in photography, including event, stock, portrait, and travel work, and he owns a small business focused on web and app development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services supported by model portfolios, third-party subadvisors, and technology tools, managing over $819 billion in discretionary assets across a network of more than 22,800 advisors.

Jared Johnson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Camano, WA. Edward Jones is a full-service wealth management firm that serves more than 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.

Steven Josephsen is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

Juan Davila is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, and Wells Fargo in various roles since 2015. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Cordell Cummings is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he gained diverse experience through various positions, including at NC Machinery and Western Washington University. 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 strategies and affiliated investment products, operating under a fiduciary standard while maintaining a large national network of advisors and branch offices.