Nicholas Van Jaarsveld is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Soans is a financial advisor with LPL Financial in La Conner, Washington, holding a Series 63 designation and 34 years of industry experience. He previously spent nearly three decades with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory work, he is the owner of Soans & Associates, Inc., a tax preparation and accounting firm, and operates QwikMarine.com, a business unrelated to investments. 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, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Dawn Miller is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked in physical therapy and education sectors. Outside of advising, she occasionally dog sits for friends in her local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Rachel Wangen Hoch is a financial advisor at Edward Jones in Burlington, WA, with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Outside of her advisory role, Hoch occasionally performs pastoral services and substitutes at local Evangelical Lutheran Church in America congregations. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Micah Kelley is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds, operating under a fiduciary standard and supporting its services with a large nationwide network of advisors and branch offices.

Joshua Kelley is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held various roles including self-employment and positions in hospitality. He serves as a board member of Skagit Habitat for Humanity and holds an advisory role on the Skagit Community Foundation’s investment committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Janie Crane is a Series 66 licensed financial advisor with Edward Jones in Anacortes, WA, where she has worked since 2023. She has two years of industry experience, including five years at Island Health and nine years at Pregnancy Choices. Outside of her advisory role, she is involved in managing a family-owned cabin held in an LLC with relatives. 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 broad range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated mutual funds.

Jacob Porter is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at Banner Bank, Edward Jones, and Columbia Distribution. 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.

Darin Cook is a financial advisor with LPL Financial in Oak Harbor, WA, holding Series 63 and Series 66 licenses and having 37 years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, Wells Fargo Advisors, and Edward Jones. 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 participant-level retirement advice.

Leonard Radziwanowicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that collaborates with affluent clients—including business owners, executives, tech leaders, and multi-generational families—to invest, grow, and transfer wealth effectively. Leonard employs a goals-based wealth management approach, customizing portfolios to align with clients’ unique goals, time horizons, and priorities, and coordinates comprehensive strategies with clients’ tax and legal advisors to enhance tax efficiency and support wealth transfer objectives. With more than 18 years of experience in wealth management and investing, Leonard joined Merrill Lynch in 2002 following a 20-year career as an Officer in the U.S. Coast Guard. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Leonard earned a Bachelor of Science in Economics and Management from the U.S. Coast Guard Academy, a Master of Business Administration from the University of New Orleans, and a Master of Public Administration from Seattle University. Leonard and his wife Lisa have lived in Seattle since 1988, where they raised their son. He has served on the Board of Directors for Pioneer Human Services and supports local organizations focused on youth and combating homelessness. Outside of work, Leonard enjoys outdoor activities such as boating, camping, hiking, biking, skiing, and paddleboarding, reflecting his connection to the Pacific Northwest.

Dane Lucero is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Stifel, Terra Firma Wealth Management, and Prairie Center. His background also includes roles outside finance, such as teaching and agricultural work. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of advisory models, including third-party programs and proprietary services, and offers a range of investment options from mutual funds to alternative investments.

Melissa Cates is a financial advisor with Edward Jones in Mount Vernon, WA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she serves as President Elect of the Rotary Club of Whidbey Westside, involved in community service project coordination. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Nate Greenland is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked for Housing Hope for 15 years. Outside of his advisory role, he owns a single-family rental property in Lake Stevens, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 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.

Timothy Price is a financial advisor with Edward Jones in Mt Vernon, WA, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Edward Jones since 2000. Outside of his advisory role, he is involved in managing several commercial and residential property holdings. 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 national network of advisors and branch offices.

Scott Price is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a managing member in property holdings and commercial real estate ventures on Camano Island and La Conner, Washington. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a wide range of household types and organizations. The firm offers various managed investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a notable national advisor and branch presence.

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.