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Jill M
Series 66
Issaquah, WA
Ameriprise
Jill Murphy is a financial advisor at Ameriprise with 23 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2005. Outside of her advisory role, she is a co-owner of Smurfco LLC, a company managing commercial real estate operations in Issaquah, WA. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Keahn W
Series 66
North Bend, WA
Edward Jones
Keahn White is a financial advisor at Edward Jones in North Bend, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, White worked at Under Armour and spent several years as a full-time student. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,000 financial advisors.
Tyler K
Series 63, Series 66
Maple Valley, WA
Fidelity
Tyler Kerby is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 18 years of industry experience. He previously worked at Morgan Stanley from 2015 to 2023, including a position with Morgan Stanley Private Bank. Outside of advising, he operates a sole proprietorship focused on photography and videography. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.
Cynthia L
Series 66
Issaquah, WA
Wells Fargo Advisors
Cynthia Lee is a Series 66 licensed financial advisor with Wells Fargo Advisors, bringing 32 years of industry experience. She has held various roles within Wells Fargo-related firms since 2012. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting specific net-worth thresholds. The firm integrates advisory services with other financial products and planning specialties through a network of financial advisors.
Sarah D
Series 66
Issaquah, WA
Edward Jones
Sarah Del Degan is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various design-related roles and businesses from 2015 to 2024. 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 programs and investment strategies through a large network of advisors and branch offices.
Bryan P
Series 66
Snoqualmie, WA
Edward Jones
Bryan Pitman is a financial advisor at Edward Jones in Snoqualmie, WA, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones, he worked for the City of Fife for ten years. Outside of his advisory role, he owns a specialty grade coffee roasting business that donates its proceeds to local non-profits focused on nature and conservation efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of advisors and branch offices across the country.
David B
CFP®, Series 66
Issaquah, WA
Edward Jones
David Bleiweiss is a financial advisor with Edward Jones in Issaquah, WA, holding the CFP® and Series 66 designations and bringing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he coordinates a short-term rental property business in Nashville, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of investment strategies and affiliated financial services.
David S
Series 63, Series 66
Issaquah, WA
Edward Jones
David Seligman is a financial advisor at Edward Jones in Issaquah, WA, with 21 years of industry experience. He has held his current position at Edward Jones since 2004. Outside of his advisory role, Seligman serves as an assistant coach for the distance track team at Issaquah High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory and investment services under a fiduciary standard.
Dajana D
Series 66
Issaquah, WA
Edward Jones
Dajana Djuranovic is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Lamb Weston. Outside of advising, she owns rental property in Kissimmee, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large national network and offers a variety of advisory programs with discretionary and non-discretionary strategies.
Joseph B
Series 63, Series 66
Issaquah, WA
Edward Jones
Joseph Bilsborough is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Corynne W
ChFC®, Series 66
Issaquah, WA
Edward Jones
Corynne Wiediger is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with 15 years of industry experience. She has been with Edward Jones since 2011. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.
James B
Series 63, Series 66
Issaquah, WA
Cetera
James Battistoni is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2017 and worked at Invest Financial Corporation from 2011 to 2017. Outside of his advisory work, he volunteers with the O'Dea High School Father's Club, assisting at football games and fundraising events. Cetera is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across various program structures.
Lance W
Series 63, Series 66
Issaquah, WA
Edward Jones
Lance Wieland is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he serves as an advocate for Selkirk Sports, a pickleball business based in Hayden, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Dino G
Series 63, Series 65
Issaquah, WA
Edward Jones
Dino Guzzetti is a financial advisor with Edward Jones in Issaquah, WA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.
Amanda G
ChFC®, Series 66
Maple Valley, WA
Edward Jones
Amanda Gross is a financial advisor with Edward Jones in Maple Valley, WA. She holds the ChFC® and Series 66 designations and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, operating under a fiduciary standard and supporting a large nationwide network of advisors and branch offices.
Joseph R
CFP®, Series 66
Maple Valley, WA
Edward Jones
Joseph Ravotti is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP® and Series 66 designations and having eight years of industry experience. He worked at Zones Inc from 2014 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.
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