Top college savings (529s, UTMA, etc.) financial advisors in Mount Vernon, WA

Parker Collins is a Series 66-licensed financial advisor at Commonwealth Financial Network with one year of industry experience. Prior to entering the financial sector, he worked at CharacterStrong for five years and held roles at the City of Renton and Whidbey Island Kayaking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody/clearing services.

Richard Anderson is a financial advisor with Royal Fund Management, LLC in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He is also the owner of Sound Benefits Consulting, where he advises on pension regulations. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting through a disciplined investment approach that includes fundamental, technical, and cyclical analysis.

Robin Johnson is a financial advisor with Osaic Wealth, Inc. holding the ChFC® designation and securities licenses Series 63 and Series 65. He has 47 years of industry experience, including 21 years at Woodbury Financial Services prior to joining Osaic in 2024. Outside of his advisory work, Johnson serves as an elected Fire Commissioner for the North County Regional Fire Authority. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, corporate, and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing firm‑provided tools and third-party solutions to construct and manage portfolios across a broad range of asset classes.

Jana Braaten is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Becker Retirement Group and The Thomas Group. In addition to her role at Ameriprise, she manages an advisory business through Directional Decisions LLC. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, typically those with at least $1,000,000 in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a centralized team and algorithmic tools to deliver tailored, non-discretionary retirement income recommendations.

Stefan Cobb is the sole partner of Focus Capital, LLC, an independent advisory firm based in Mount Vernon, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, managing research and investment portfolios for institutions, funds, and high-net-worth individuals since 1999. Focus Capital, LLC provides discretionary investment management and advisory services primarily to high-net-worth clients, businesses, trusts, and qualified plans. The firm combines macroeconomic, fundamental, quantitative, and technical analysis in an all-cap, all-style investment approach and sponsors a private pooled vehicle utilizing long-short strategies and derivatives for tactical positioning.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.