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.

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.

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.

Vincent Thomas is a financial advisor with LPL Financial who holds Series 65 and Series 66 licenses and has 14 years of industry experience. He worked at Capital Investment Management from 2002 to 2005 before joining LPL Financial in 2015. Outside of his advisory role, Thomas operates a seasonal fireworks stand and founded a mortgage brokerage company, Equity Solutions Northwest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, utilizing both proprietary and third-party investment strategies.

Eric Oczkewicz is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Excell Wealth Partners and Maritime Fabrications Inc DBA LaConner Maritime Service. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

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.

Daya Aglugub is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Daya worked for five years at Swinomish Casino & Lodge. 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 has a large national presence with over 23,000 financial advisors and emphasizes fiduciary standards in its advisory services.

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.

William Menzies is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 2006 and was previously with MSI Financial Services, Inc. from 2001 to 2006. Outside of his advisory role, he has served as an educational presenter with the National Speakers Bureau. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.