Scott Faries is a financial advisor at Edward Jones in Marysville, WA, holding a Series 66 designation with three years of industry experience. He has prior experience at Bank of America and Merrill Lynch, each from 2018 to 2024, as well as earlier roles in various industries. Outside of his advisory work, he is an author of children's fantasy books published through Christian Faith Publishing. 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 operates a nationwide network of over 23,000 advisors and is notable for its large retail footprint and affiliated capabilities beyond advisory services.

Edward Agoglia is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His professional background includes roles at Bank of America, J.P. Morgan Chase, and Equitable Advisors, among others. 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. The firm offers a variety of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sharon Morganti is a financial advisor with Merrill in Everett, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2013 and concurrently works with Pier 1 Imports. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Taylor Aitken is a financial advisor with Edward Jones in Marysville, WA, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at AMP Security, Fitness International LLC, and Vantage Marketing. Outside of his advisory role, he serves as a board member for the Neighborhood HOA at Farmhouses at Roxburgue and coaches CrossFit classes in Lake Stevens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household and corporate accounts. The firm manages over $1 trillion in assets and offers various advisory strategies and affiliated financial products through a large nationwide network of advisors and branch offices.

Shelly Ganje is a Series 66-licensed financial advisor with Edward Jones in Everett, WA, and has nine years of industry experience. She has been with Edward Jones since 2017. Outside of her advisory role, she owns farmland in Minot, ND, which she rents out for farming. 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 services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Sophia Dalton is a financial advisor with Edward Jones in Arlington, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Master Brand Institute and was self-employed, with earlier roles including freelance yoga instruction. 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 nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Krista Savage is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Lake Stevens, WA. She has 15 years of industry experience, including 16 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branches.

Desiree Anderson is a financial advisor with Edward Jones in Monroe, WA, holding a Series 66 designation and six years of industry experience. She served in the U.S. Navy for 22 years and began working at Edward Jones in 2019. Outside of her advisory role, she occasionally assists with office tasks at a family-owned construction business. 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. The firm supports over 23,000 advisors nationwide and manages approximately $1.01 trillion in assets under management.

Rodric Pence is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to develop personalized portfolio strategies aimed at meeting their financial goals. Mr. Pence provides ongoing advice and adjusts investment plans in response to changes in clients' situations. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Mr. Pence earned his bachelor's degree from Biola University. His approach focuses on understanding what matters most to clients and their families in order to create strategies aligned with their financial objectives.

Matthew Klippert is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Thrivent Financial. Outside of finance, his background includes roles at Trevecca Nazarene University and involvement with Anthem Coffee. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based analyses and written recommendations on various financial topics, allowing clients to combine planning with managed-account programs under a separate billing option.

Jesse O'Brien is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds a Series 66 license and is based in Everett, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leigh Hlohinec is a financial advisor with Edward Jones in Mill Creek, WA, holding CFP® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including 15 years at SunTrust Investment Services and SunTrust Advisory Services before joining Edward Jones in 2017. 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 advisors and branch offices nationwide.

Kevin Brady Jr is a financial advisor at Edward Jones with 7 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his advisory career, he was associated briefly with Pacific Masonry and was involved with the University of Washington's School of Baseball. 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, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

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.

Joshua Helpenstell is a financial advisor at Edward Jones in Arlington, Washington, holding the CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he served in the U.S. Navy from 2011 to 2017. 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 nationwide network of more than 23,700 advisors.

Jeremy Barrette is a Series 66-licensed financial advisor with LPL Financial, based in Snohomish, WA. He has one year of industry experience and has held prior roles at Wells Fargo and BECU. His background includes service in the United States Army and involvement with the Skagit YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Daniel Cicu is a financial advisor with Edward Jones in Lake Stevens, WA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, NYLIFE Securities LLC, and KeyBank. 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 nationwide network of advisors and branch offices.

Ryan Smolko is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Legacy Equity Valuations and Lorraine Barrick LLC, and has experience in both valuation and advisory roles. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual households, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary options, separately managed accounts, and affiliated funds.

Connor Cummings is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in property ownership through CMK Property Investment LLC. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.