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.

Ronald Chan is a CFA® charterholder and the sole advisor at Lakeside Financial Inc. in Kirkland, WA, with 13 years of industry experience. He has been with Lakeside Financial since 2015. Outside of investment advisory, he spends significant time providing management consulting services, including financial analysis and strategic recommendations, notably for a corporate client in the furniture industry. Lakeside Financial is an independent, state-registered firm managing approximately $35 million for around 34 clients. The firm serves individuals, including high-net-worth clients, and business entities, offering investment management, financial planning, and management consulting. Its investment approach incorporates intrinsic-value, quantitative, and qualitative analysis across multiple asset classes and geographies, with features such as the use of margin, securities lending, and performance-based fee arrangements.

Nathan Frerichs is a financial advisor at Blue Mountain Wealth Management with a Series 65 credential and two years of industry experience. He previously served 20 years in the United States Coast Guard and has worked at Baobab Wealth Management, Baobab Wealth Abroad, and Golden State Equity Partners. Blue Mountain Wealth Management is an independent registered investment adviser offering wealth management and financial planning services primarily for individuals and high-net-worth clients. The firm uses a fee-only, discretionary management approach that combines Modern Portfolio Theory, fundamental analysis, and both passive and active investment vehicles, providing tailored portfolios and fixed, project-based planning fees.

Dwayne Reinike is a CFP® and ChFC® credentialed financial advisor at Valiant Financial Planning, LLC with six years of industry experience. His background includes roles at Edward Jones and prior service in the United States Navy. Valiant Financial Planning, LLC is a fee-only, independent firm that provides financial planning and discretionary investment management to individual and high-net-worth clients. The firm employs customized asset allocation strategies combining passive and active investments and uses a tiered, fixed annual fee structure rather than a percentage of assets.

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.

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.

Daniel Adams is a CFP® professional with four years of experience in financial advising, currently serving at CEG Life Financial Services. He has prior experience at Capital Enhancement Group, where he worked for 12 years. Outside of his advisory role, he owns and operates an insurance agency, CEG Life Insurance Services. CEG Life Financial Services provides financial planning to individuals and families, offering comprehensive or segmented plans that address investments, insurance, taxes, and estate matters. The firm focuses on project-based planning engagements and does not manage client portfolios directly, recommending mutual funds and ETFs when appropriate.

Nemanja Grujicic is a CFP® and CFA® working with North Pine Strategic Wealth in Kirkland, WA, with four years of experience in the financial industry. Prior to founding North Pine Strategic Wealth in 2026, he worked at Hightower Advisors and Highland Private Wealth Management. North Pine Strategic Wealth is an independent, fee-only registered investment adviser serving individual and high-net-worth clients. The firm focuses on diversified asset allocation using a blend of passive and active strategies informed by modern portfolio theory, offering discretionary and non-discretionary portfolio management alongside project-based financial planning.

Christine Maggio is a financial advisor at Retirement Planning Partner LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Unify Consulting and VMG Studios. Retirement Planning Partner LLC provides retirement-focused financial planning to individuals and couples, offering hourly engagements, comprehensive written plans, and ongoing membership options. The firm emphasizes strategic asset allocation using primarily passive investment vehicles and provides advice on a non-discretionary basis without managing or custodying 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 21 years of industry experience. He holds a Series 65 designation and has worked as a pilot for United Airlines since 1978. On Course Financial Planning serves primarily individual clients, including high-net-worth individuals, by providing financial planning and investment advisory services. The firm uses a passive, indexing investment approach with globally diversified portfolios and operates as a single-advisor practice managing discretionary assets.

Shan Kumar is the sole advisor at PI Square Capital, LLC, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has led PI Square Capital since 2010 and is also a licensed insurance agent, dedicating a significant portion of his time to insurance activities. The firm provides discretionary investment supervisory services to individuals, trusts, corporations, and pension plans, combining fundamental and technical analysis with modern portfolio theory and tactical asset allocation. It offers ongoing portfolio management and may include insurance advice upon client request.

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.

Franklin Hsu is a CFP® with 20 years of industry experience, currently serving as the sole advisor at Nomad Capital Group, LLC in Kirkland, WA. His prior roles include positions at TransGlobal Advisory LLC and Nomad Global Capital, LLC. He is also an independent licensed insurance agent selling fixed insurance products. Nomad Capital Group provides portfolio management and comprehensive financial planning to individuals, corporations, charitable organizations, and pension or profit-sharing plans, including a notable portion of clients outside the United States. The firm employs a range of investment strategies such as long-short, trend-following, and options-based approaches, and offers performance-based fee arrangements and the use of derivatives and leveraged ETFs.

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.

Cesar Castaneda is a Series 65-licensed financial advisor with AA Financial Services in Kirkland, WA, bringing 14 years of industry experience. He has been a CPA since 2003 and operates a sole proprietorship providing public accounting services, including audit, review, and tax services. His financial advisory practice is integrated with his accounting work but does not include audit services for advisory clients to avoid conflicts of interest. AA Financial Services is a state-registered, single-advisor firm offering financial and retirement planning and consultative investment advice to individuals, nonprofits, and small businesses. The firm emphasizes a passive, long-term equity approach with asset allocation supported by fundamental and technical analysis, providing non-discretionary advisory consultations and periodic portfolio reviews.

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.

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.