Jered Fowler is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. He has been with Raymond James Financial Services since 2009 and has served with the Everett School District since 2020. Fowler is an advisory board member of F.R McAbee, Inc., where he provides guidance on business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that include municipal advisory services and specialized employer retirement plan consulting.

Randy Busch is a Series 66-licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member for the Northshore Senior Center in Bothell, WA. 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 nationwide network of financial advisors and branch offices.

Jeremy Barrette is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Wells Fargo and BECU and has military experience serving six years in the United States Army. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Daniel Cicu is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at JPMorgan Chase Bank, New York Life, and several positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Eric Higgins is a financial advisor with Edward Jones in Everett, WA, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Higgins is involved in a small-scale real estate rental business. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Gardner is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Cetera Advisor Networks for six years. Gardner is based in Bothell, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients—including individuals, retirement plans, banks, and charitable organizations—through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technology.

Brian Metcalf is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Fidelity Investments, having previously worked at Bank of America, Merrill, and Edward Jones. Prior to his financial services career, Metcalf spent over two decades at The Home Depot. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Mary Basili is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Edward D. Jones & Co., L.P. for 21 years before joining Wells Fargo in 2017. Outside of her advisory role, she serves as a guardian for her daughter. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven process based on modern portfolio theory.

Tyson Clawson is a CFP® professional with Series 65 and Series 66 licenses, currently advising at Edward Jones in Monroe, WA. He has two years of industry experience, including prior roles at Tradewinds Capital Management and Western Washington University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors.

Alford Bailey is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial, previously LINSCO Private Ledger, since 2002. Bailey also serves as an instructor for community education at Everett Community College. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

John Reed is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors, Inc. since 2011. Outside of his advisory role, he is president of Reed Financial Services Inc., a support company based in Mill Creek, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, and offers tailored, non-discretionary planning using advanced risk and outcome analysis tools.

Marc Georgeadis is a financial advisor with UBS Financial Services in Everett, WA, holding a Series 66 designation and 29 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Shawna Karch is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to her career in financial advising, she worked at JCPenney from 2012 to 2017. 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 through a nationwide network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Zylstra is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he serves on the finance and investment committee of Monroe Christian School, assisting with financial recommendations for the school’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jill Ruth is a Series 66 licensed financial advisor with Edward Jones in Monroe, WA, where she has worked since 2013. She has 12 years of industry experience. 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 strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Mc Clure is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for 10 years. He is also a co-owner and advisor at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs in municipal finance and retirement plan consulting.

Christian Clausen is a financial advisor at UBS Financial Services in Everett, WA, with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2021. His prior experience includes a position at Parcion Private Wealth and roles at the University of Washington, Aloha Car Wash Company, and the Mukilteo School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides financial planning, portfolio management, and a range of capital markets services supported by proprietary research and model-based asset allocations.

Kelly Tannhauser is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Kelly worked at the Snohomish Valley Golf Center and the Arena, as well as coaching at the Bellevue Club Swim Team. 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, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Schultz is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and in real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, supports municipal and public-finance work, and has expanded its advisory programs to include SIMPLE IRA Employer Advisory & Consulting Services.

Kenneth Wang is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is president of KCW Accountancy Corporation, a CPA firm providing accounting and tax services. Cetera is an SEC-registered adviser serving a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through a multi-manager platform with diverse program structures.