What’s most important to you? That simple (but not always easy) question guides everything I do when I meet with clients. What matters most in your family, health, purpose and finances should shape nearly every financial decision you make. My role is to help bring clarity to those priorities and align them with a thoughtful strategy so your resources support the life you want to live. My name is Samuel (Sam) Stanton, and I am an Edward Jones financial advisor. I chose to join Edward Jones because of the firm’s commitment to long-term, personal relationships and its focus on helping clients, their families, friends, and even future generations use their time, talents and treasures in ways that reflect what matters most to them. I grew up in Stanwood, WA, just down the road from my office in Everett, and I take pride in serving my local community. I work face-to-face with clients throughout the I-5 corridor, as well as with families and individuals across the country through virtual, but still highly personal, relationships. Regardless of location, my focus remains the same: being accessible, intentional and responsive as life evolves. When we work together, we use a combination of investments, cash management, tax-aware strategies, financial planning tools and insurance solutions to plan for what you want your money to do for you, both today and in the future. Each strategy we implement is rooted in your goals and adjusted as your circumstances change. If you are seeking a long-term resource to help guide you through life’s financial decisions, I welcome the opportunity to meet and explore how I may be able to help you achieve your goals. My objective is not just to manage finances, but to help you move forward with greater confidence toward what you want to achieve. With gratitude, Samuel Stanton

Sean George is a financial advisor at Elderrock Financial LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Berknell Financial Group prior to joining Elderrock in 2018. Sean participates in community and networking groups, including the Rotary Club of Everett and the Everett Rotary Youth Foundation, where he serves as secretary. Elderrock Financial provides financial planning, consulting, and portfolio management to individuals and sponsors of employer-sponsored retirement plans. The firm offers ERISA-focused fiduciary and administrative services for retirement plans alongside individual wealth management, using a blend of fundamental and technical analysis as well as modern portfolio theory to tailor investment strategies.

Michael Smith is a Series 66 registered advisor with 22 years of industry experience. He has been the sole advisor at Focus Advisory, LLC since 2008 and previously worked at UBS Financial Services from 2004 to 2008. Focus Advisory, LLC is an independent registered investment adviser serving individual private clients with investment management services. The firm employs a global asset allocation approach utilizing mutual funds, ETFs, equities, fixed income, closed-end funds, and options, guided by macroeconomic, fundamental, and technical analysis. Portfolios are tailored to client suitability and risk tolerance, with ongoing daily account reviews and a focus on a limited client roster.

Aaron Farrell is a financial advisor at Quantca Financial with a Series 65 designation and two years of industry experience. He previously worked at Comcast for nine years and has led Sapien LLC as CEO since 2021. Farrell also serves as CFO and volunteer board member for Volunteers for Ukraine Inc, a charity providing humanitarian aid. Quantca Financial offers discretionary portfolio management through an automated, algorithm-driven platform for retail, accredited, and institutional clients. The firm emphasizes quantitative models with market-timing and tactical allocation features, using a web-based interface for client engagement and offering both standard AUM fees and performance-based fee structures.

Mohammed Khalid is an investment advisor at Nabata Investment Group, LLC with three years of industry experience. He previously worked at Rubicon Halal Investment Advisors and Symetra Financial. Outside of his advisory work, he operates a ride-share service and provides educational consulting through Golden Orchard Group, LLC. Nabata Investment Group, LLC is a state-registered investment adviser serving individual and high-net-worth clients. The firm combines fundamental, technical, and cyclical analysis with asset allocation and securities selection, offering both investment supervisory services and standalone financial planning.

Chris Folgmann is the sole advisor at Folgmann Financial Group LLC in Woodinville, WA, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab and J.W. Cole Advisor Inc. from 2013 to the present. Folgmann Financial Group LLC is an independent, solo-registered investment adviser serving retail individual clients and business retirement plan sponsors. The firm provides non-discretionary portfolio management, comprehensive financial planning, and pension/profit-sharing plan advisory services, employing a range of investment analysis techniques and a multi-capitalization equity approach.

Stephen Gattis is the principal advisor at SKG Investment Services, LLC in Seattle, WA, holding a Series 65 license with 21 years of industry experience. He has been the owner and operator of Gattis Stewart & Associates, P.S., an accounting firm established in 1978, which he continues to actively manage. SKG Investment Services provides selection and ongoing monitoring of third-party money managers primarily for high-net-worth individuals, trusts, estates, and charitable organizations. The firm does not provide direct portfolio management and focuses on due diligence and oversight of independent registered investment advisers on a non-discretionary basis.

Christine Maggio is a financial advisor with Retirement Planning Partner LLC in Woodinville, WA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC specializes in retirement-focused financial planning for individuals and couples, including high-net-worth clients and those near or in retirement. The firm emphasizes strategic asset allocation with a preference for passive investment strategies and provides comprehensive retirement plans without managing or custoding client assets.

Martin Bublitz is a Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Treeview Capital and has previously worked at Cornerstone Alternatives and operated an IT consultancy, Cascade Cloud Services LLC, where he serves as principal consultant. Outside of advising, he is managing member of Bublitz Holdings LLC, a holding company. Treeview Capital provides fee-based, non-discretionary investment advice to individuals, trusts, employer-sponsored plans, estates, charitable organizations, and other legal entities. The firm uses rules-based software to recommend institutional and private-market investment funds focused on alternative strategies, delivering advice through an interactive website with a client-driven, internet-first model.

Jason Nelson is a CFP® and CFA® with 21 years of industry experience. He has been the principal of Viceroy Investment Advisors LLC since 2009. Outside of his advisory role, he manages a part-time commercial real estate business as the managing member of BlueSteal LLC. Viceroy Investment Advisors provides investment advisory and financial planning services primarily to individuals and their related entities. The firm focuses on U.S. exchange-traded securities and employs a risk framework that considers multiple layers of potential loss exposure while offering both discretionary portfolio management and project-based financial advisory.

George Sisti is a financial advisor at On Course Financial Planning with 22 years of industry experience and a Series 65 designation. He has worked as a pilot for United Airlines since 1978, currently based in Seattle, WA. On Course Financial Planning provides financial planning and investment advisory services primarily to individual clients, including high-net-worth individuals. The firm uses a passive, indexing approach with globally diversified portfolios, operates under a fee-only fiduciary model, and manages approximately $69 million in discretionary assets as a single-advisor practice.

Christopher Files is a financial advisor at Van Ray Wealth Management in Edmonds, WA, with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Van Ray Wealth Management since 2019. Files is also involved with the Van Winkle Agency as an insurance brokerage manager and agent. Van Ray Wealth Management serves individual and high-net-worth clients, retirement plans, corporations, and charitable entities, offering portfolio management, comprehensive financial planning, and retirement-plan consulting. The firm uses a small advisory team model, emphasizing strategic asset allocation with both discretionary and non-discretionary management, and incorporates insurance products as part of its comprehensive planning services.

Sanjay Parikh is the principal advisor at Lotusment Advisors, LLC, an independent firm based in Bothell, WA. He holds a Series 65 designation and has six years of experience in financial advising. Parikh also works as a Data Architect for Snohomish County, focusing on data analysis, management systems, and artificial intelligence. Lotusment Advisors provides discretionary and non-discretionary portfolio management primarily for individual clients, as well as retirement plan consulting and 1031 exchange advising. The firm offers model portfolios combining ETFs, mutual funds, and selected large-cap stocks, using a mix of fundamental, technical, and quantitative analysis while retaining ongoing portfolio monitoring responsibilities.

Neil Larson is a financial advisor at Edwin Lane Financial Services, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to his current role, he worked at FSIC for 15 years. Outside of his advisory work, Mr. Larson owns and operates a CPA firm that provides accounting, tax, and small business consulting services, and he serves as a trustee and manager for several family and charitable entities. Edwin Lane Financial Services offers portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on long-term, modern-portfolio-theory investment strategies. The firm manages primarily non-discretionary accounts and integrates planning for retirement, tax, insurance, and college savings.

Reid Kitagawa is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Kanso Capital. He has worked at firms including Morgan Stanley, Integrity Financial Corporation, and Saturna Trust Company. Outside of his advisory role, he serves as a general board member of the Juanita Woods Homeowners' Association. Kanso Capital provides financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, non-profit entities, and trusts. The firm combines Modern Portfolio Theory with fundamental analysis, using primarily low-cost passive funds alongside selective active managers, and incorporates clients’ broader financial interests into portfolio recommendations.

Keyi Zhang is a financial advisor at Fempire Mindset LLC with a Series 65 designation and five years of industry experience. Prior to founding Fempire Mindset, Zhang worked at Liu Holdings LLC and Deep Blue AI. Fempire Mindset LLC provides personalized financial planning and consulting services to individuals and high-net-worth clients, focusing on comprehensive written plans and one-time consultations. The firm emphasizes fundamental analysis in its recommendations and operates under a fee-only model without managing client assets or executing transactions.

Steven Baldwin is a Series 65-licensed financial advisor with The Road Ahead Wealth Management LLC in Woodinville, WA, bringing two years of industry experience. Prior to founding his firm, he worked at Honeywell International, Inc. for 18 years and has held roles at Live Nation Worldwide, Inc. Outside of advising, he serves as a trustee for a friend's account. The Road Ahead Wealth Management LLC is an independent registered investment adviser serving individual and high-net-worth clients through discretionary asset management and financial planning. The firm employs fundamental and technical analysis to create customized investment programs across various asset classes, including options strategies, and manages approximately $11.2 million for a small client base.

Jeffrey Martin is a financial advisor at Capital Investment Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Since 2002, he has been with CIM Financial Group, Inc., now operating as Capital Investment Management in Edmonds, WA. Capital Investment Management is a small, state-registered adviser serving primarily individual clients who are retired or preparing for retirement. The firm offers continuous investment advice and discretionary portfolio management alongside retirement-focused financial planning, employing a value-oriented approach with fundamental analysis across various asset classes.

Colin Dresser is a financial advisor at Moss Bay Capital with seven years of industry experience. He holds a Series 65 designation and has worked at Moss Bay Capital since 2018. Prior to that, he was employed at PriceWaterhouseCoopers and currently serves as Sales and Financial Director at Sea Port Products Corporation, a privately owned wholesale seafood import/export company. Moss Bay Capital is an independent registered investment adviser providing discretionary portfolio management to individuals, corporate clients, and accredited investors. The firm employs a long-only, concentrated equity strategy with fundamental and quantitative analysis, managing a compact portfolio with a multi-year horizon and integrated risk management.

Robert Bergstrom is the sole advisor at his independent firm in Bothell, WA, holding a Series 63 designation with 38 years of industry experience. He has operated his advisory practice since 1988, following a prior legal career that informs his compliance-focused approach. His firm provides discretionary portfolio management and investment consulting primarily for individual clients and trusts. It emphasizes a long-term global perspective and multi-asset diversification, combining fundamental, technical, and charting analysis to guide investment decisions while generally avoiding market timing.