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.

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.

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.

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.

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.

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.

Martin Bublitz is a financial advisor at Treeview Capital with five years of industry experience. He holds a Series 65 designation and has worked previously at Cornerstone Alternatives and Cascade Cloud Services LLC, where he is also the principal IT consultant. Outside of financial advising, he manages Bublitz Holdings LLC, a holding company. Treeview Capital provides fee-based, non-discretionary investment advice to individuals, trusts, employer-sponsored plans, and other entities through an interactive website. The firm uses rules-based software to generate investment recommendations focused on institutional and private-market funds, including registered interval and tender-offer funds, and requires clients to link a Charles Schwab brokerage account for service access.

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.

William Mcelroy is a financial advisor with Guardian Plus Inc. in Mill Creek, WA, holding Series 63 and Series 65 credentials and accumulating 46 years of industry experience. He has been with Guardian Plus Inc. since 2005. Outside of advisory work, he serves as secretary and treasurer for Samantha Anne Person Inc., a retail and wholesale business. Guardian Plus Inc. is an independent, fee-only registered investment adviser serving individuals, financial planners, corporations, and non-profit organizations. The firm focuses on asset allocation and active rebalancing using ETFs, bonds, equities, and limited option strategies, managing a range of portfolios including proprietary Plus+ tiers with income and covered-call enhanced strategies.

Jesse Deason is a CFP® and holds a Series 65 license with nine years of industry experience. She is the principal of Serene Wealth Planning, LLC in Everett, Washington, and also owns Serene Divorce Planning LLC, a divorce financial consulting firm. Her work history includes roles at HDR Engineering Inc., Madrona Financial Services, LLC, McDevitt & Duffy CPAs, and Finn Street Financial, LLC. Serene Wealth Planning LLC is a fee-only advisory firm serving individual clients with comprehensive financial planning and discretionary investment management. The firm creates personalized Investment Policy Statements and manages portfolios considering goals, risk tolerance, and tax factors, offering defined services such as divorce retirement projections and hourly engagements.

Robert Lockyer is a financial advisor with Business Wise Insurance, PLLC in Snohomish, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has led Business Wise Insurance entities since 2004, focusing on health insurance and financial advisory services. Outside of his advisory role, Lockyer serves as a board member of the Navy League of the U.S. Business Wise Insurance, PLLC is a state-registered independent advisory firm serving a small client base with services that include portfolio management, financial planning, and retirement plan advisory. The firm primarily uses third-party investment advisers and custodian platforms to provide tailored investment solutions, and it also operates as a licensed insurance producer offering group and personal lines within business-benefit and estate planning contexts.

Darron Kuehn is a financial advisor at Pacific Crest Financial Advisors, LLC in Everett, WA, holding a Series 65 designation with 17 years of industry experience. He has been with Pacific Crest Financial Advisors since 2010. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic, core-and-satellite asset allocation approach emphasizing passive index and ETF core holdings combined with selective active funds, providing discretionary portfolio management, comprehensive financial planning, and project-based advisory services.

Elissa Nelson is a financial advisor at The Goodland Group with a Series 65 designation and two years of industry experience. Prior to joining The Goodland Group, she worked at Brighton Jones and has a varied background including multiple roles at Washington State University and Nordstrom. The Goodland Group provides discretionary investment management and financial planning services primarily to individuals and high-net-worth clients, managing approximately $46 million across about 91 clients. The firm uses a passive, asset-allocation approach with diversified portfolios and incorporates third-party platforms and sub-advisors, alongside a public education program offering seminars and workshops.

Erin Eddins is a CFP® with 18 years of industry experience, currently serving at Pacific Crest Financial Advisors, LLC. Her prior experience includes roles at United Capital Financial Advisors, Stancorp Investment Advisers, Inc., and Invesmart Advisors Inc. Outside of financial advising, she is involved in merchandise sales at Climate Pledge Arena and volunteers at the Cascadia Art Museum. Pacific Crest Financial Advisors, LLC provides fee-based financial planning and discretionary investment management to individuals, trusts, businesses, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive and active management and focuses on comprehensive planning including tax, estate, and retirement strategies.

Alexander Williamson is a CFP® professional with 20 years of industry experience. He has been with Pacific Crest Financial Advisors, LLC since 2010 and serves as president and board member of Avenal Land & Oil Company. Pacific Crest Financial Advisors is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach with globally diversified portfolios, combining passive index and ETF core holdings with selective active funds.

Henry Schliiter is a Series 65-licensed financial advisor at Sila Financial, LLC with one year of industry experience. Prior to joining Sila Financial, he worked as a real estate broker at Metropolitan Park, where he held open houses and represented clients. Sila Financial provides fee-based portfolio management and wealth-management services to individuals, businesses, retirement plans, trusts, estates, and nonprofit organizations. The firm builds custom portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, favoring low-cost index options and actively managing portfolios without relying on technical security analysis.

William Swayne is a financial advisor at WMS Wealth Management LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at several firms including Integrity Brokerage, LLC, Cabot Lodge Securities LLC, and Independent Financial Group. He is also involved with WMS Consultants, LLC, where he provides insurance consulting services. WMS Wealth Management LLC offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs both active and passive investment strategies and conducts regular portfolio reviews, serving clients on a fee-only asset-under-management basis.

Cameron Reed is a financial advisor at Anchor Financial with six years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his role at Anchor Financial, Mr. Reed owns and oversees an insurance sales organization focused on Medicare products, operating The Medicare Exchange since 2013. Anchor Financial primarily serves individual clients with discretionary asset management centered on mutual funds and ETFs, tailoring strategies to client goals and using a combination of fundamental, technical, and charting analysis. The firm, which manages approximately $5.7 million in assets, also provides retirement plan services and facilitates referrals to third-party managers.

Corey La Shells is a financial advisor at Anchor Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Gradient Securities, Packerland Brokerage Services, and Questar Asset Management. In addition to his advisory role, he manages and trains agents at The Medicare Exchange, where he has been involved since 2014. Anchor Financial serves individual investors and sponsors of qualified retirement plans, managing approximately $7 million across 56 client relationships. The firm provides discretionary asset management primarily focused on mutual funds and ETFs, along with ERISA 3(38) fiduciary services and third-party manager referrals.