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 credentials and 44 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory work, he is involved in educational presenting with the National Speakers Bureau and has engagement in insurance-related activities, including non-variable insurance and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and advanced technologies in portfolio management.

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.

Aaron Tabor is a financial advisor with Edward Jones in Oak Harbor, WA, holding a Series 66 designation and four years of industry experience. His prior work includes a 22-year career in the U.S. Navy and a position at Amazon from 2021 to 2022. Outside of his advisory role, he has expressed interest in working as a girls' lacrosse official for a local sports organization. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions and maintains a large national network of financial advisors and branch offices.

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.