Ryan Smolko

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Mukilteo, WA 98275

Credentials

Series 66

Industry experience

2 years

Expertise

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance Inheritance planning College savings (529s, UTMA, etc.)

Work history

Edward Jones

2024 - Present (2 years)

Legacy Equity Valuations

2021 - 2024 (3 years)

Lorraine Barrick LLC

2018 - 2021 (3 years)

Washington State University

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

David O

Series 63, Series 66

Everett, WA

Merrill

David Osburn is a Senior Resident Director and Wealth Management Advisor with over 25 years of experience in the financial services industry. Since beginning his career in 1999, David has managed individual wealth through various market and life cycles, emphasizing a comprehensive and customized approach that prioritizes understanding each client's unique needs and goals. He focuses on areas including college education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization, among others. David works closely with clients and trusted professionals to design, implement, and review tailored wealth management strategies aimed at managing investment risk and protecting clients' legacies. David holds a Bachelor's Degree from the University of Washington School of Business with a concentration in Finance. He has obtained professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Pacific Northwest, David is actively involved in his community through volunteering, including participation with the Mill Creek Little League. Outside of his professional commitments, he enjoys spending time with his wife and twin boys, sharing a passion for baseball and golf.

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Charitable giving & philanthropy

Lindsey M

Series 66

Edmonds, WA

Edward Jones

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management

Michelle P

Series 66

Freeland, WA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Family Business Multi-generational wealth transfer ESG / Sustainable investing Founder/Business Owner Intergenerational Families

Keanan J

CFP®, ChFC®, Series 66

Kirkland, WA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Charitable giving & philanthropy Technology Professional LGBTQIA

Cody M

Series 63, Series 66

Mukilteo, WA

Fidelity

Cody Martinell is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He partners with clients and their families to build and maintain customized plans that address controllable financial and emotional risks. He has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His experience spans a variety of positions within the company, providing him with a broad understanding of financial advising. Cody holds a California Insurance License.

Wealth management

Apoorv N

Series 66

Woodinville, WA

Fidelity

Nick Negi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2020, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Nick worked as a Relationship Manager at First Tech Credit Union and Addison Avenue Investments from 2018 to 2020, and as a Financial Advisor at Edward Jones in 2018. Nick focuses on partnering with clients to understand their financial situations and priorities, creating and executing tailored financial plans. He emphasizes providing excellent customer service and fostering long-term relationships between clients and Fidelity. Outside of his professional work, Nick enjoys playing badminton and watching movies.

General retirement planning Income planning Wealth management Cash flow / budgeting
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