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Douglas S

Series 66

Seattle, WA

LPL Financial

Douglas St John is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2021 and held prior roles at Panorama Advisors LLC and Waddell & Reed, Inc. St John is also involved with the Washington State Society of American Forests Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a broad platform that includes model portfolios, third-party management, and institutional programs.

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

Series 66

Seattle, WA

LPL Financial

Samuel Aldrich is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. He has held previous roles at Waddell & Reed Inc and engaged in insurance sales through various carriers affiliated with W & R Insurance Agencies. Aldrich also worked with Communities In Schools of Whatcom County for eight years. 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 and access to model portfolios and third-party asset management, supported by advisor-facing tools and a broad platform of financial activities.

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

Series 66

Seattle, WA

LPL Financial

Justin Allen is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he was self-employed for three years and worked at the Seattle Times for nine years. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational tools.

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

Series 66

Seattle, WA

LPL Financial

Myla Causing is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and 25 years of industry experience. She has worked at LPL Financial since 2021 and has operated The Causing Group LLC since 2016. Prior to that, she spent 20 years with Waddell & Reed Inc and various insurance carriers. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining technology and scale across advisory and financial product offerings.

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

Series 66

Seattle, WA

LPL Financial

Molly Apparis is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 designation. Prior to her current role, she worked at Leverage Planners Wealth Management and has experience in various service and retail positions. She is also employed outside the investment field with LAZ Parking in Seattle. 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 institutions. The firm offers a wide range of financial planning and investment solutions, including 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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