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 at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. His prior experience includes roles at NYLIFE Securities, J.P. Morgan Securities, and Keybank, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Brenna Casey is a CFP®-designated financial advisor with Edward Jones, where she has worked since 2017 and brings eight years of industry experience. Prior to joining Edward Jones, she held positions at Coconut Kennys and Liberty Mutual, and worked at Washington State University. She is a partner in The Merry Heart Chicks LLC, a real estate business based in Anacortes, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across various segments. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

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.

Douglas Kenoyer is a CFP® and holds a Series 66 designation with 20 years of industry experience. He is currently with LPL Financial, having joined in 2024, and previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2006 to 2024. Kenoyer is also involved in Cascadia Wealth Advisors, which operates as a DBA for his LPL business. 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 financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Mary Basili is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 33 years of industry experience. She worked at Edward D. Jones & Co., L.P. for 21 years before joining Wells Fargo Clearing in 2017. Outside of her advisory work, she serves as a guardian for her daughter. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment strategies.

Alford Bailey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2002. Bailey also serves as an instructor for community education at Everett Community College. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

John Meno is a financial advisor at Edward Jones with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to and alongside his tenure at Edward Jones since 1998, he has worked at Everett Mutual Savings Bank since 1992. He also serves as a commissioner for Public Hospital District 3 in Arlington, Washington. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory services 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 branch offices.

Ryley Nelson is a financial advisor at Edward Jones with seven years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2018 and has previous work experience in various roles including positions at Chip Cookies, DoorDash, and the City of Arlington. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kevin Lungren is a financial advisor with Edward Jones in Freeland, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide network of financial advisors and branch offices.

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 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.

Brent Schwartz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior roles include positions in mortgage lending and education. Outside of his advisory work, he coaches junior varsity tennis for both boys and girls teams at Everett High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.