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Douglas L

Series 63, Series 66

Deer Park, WA

LPL Financial

Douglas Lilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes prior roles at Ameriprise Financial Services, INC. and Edward Jones. Outside the advisory practice, he owns a plant nursery business in Washington. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using various discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jael S

Series 66

Deer Park, WA

LPL Financial

Jael Stebbins is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Packard Wheeler Succession and Spokane County Building and Planning. Her background also includes five years at Cardon Outreach/MedData Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Caleb L

Series 66

Deer Park, WA

LPL Financial

Caleb Lilly is a financial advisor with LPL Financial in Deer Park, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2013, with a five-year period at Ameriprise Financial Services from 2018 to 2023. Caleb is also commissioned as a notary in Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Garrett B

Series 66

Deer Park, WA

LPL Financial

Garrett Boyer is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he has work experience in industries including electrical services, landscaping, and logistics, as well as a nine-year tenure with Youth With A Mission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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