Janelle Embrey is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2009. Outside of her advisory role, she is licensed to provide care for her adult son and receives income for caregiving services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Laurence Evoy is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he assists in a limited capacity with a home-based online clothing retail startup. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Fiorella Requeno Solorzano is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work history includes roles at First Command and various business activities in different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also utilizes algorithmic methods and AI in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

Justin Deutsch is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has been linked with Cetera Wealth Services, LLC since 2015 and Cetera since 2023. Outside of advisory work, he operates as an independent insurance agent offering disability, long-term care, and life insurance products, and he also serves as a registered representative for a credit union financial services division. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform utilizing both affiliated and third-party managers.

Ian Hartley is a financial advisor with LPL Financial in University Place, WA, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2010 and currently provides investment advisory services through Global Retirement Partners, an independent registered investment adviser. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Panagiotu is a CFP® professional with 11 years of industry experience. He has worked at LPL Financial since 2020 and held roles at Lucia Wealth Services, LLC and Lucia Securities, LLC from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Daniele Ledvina is a financial advisor with Primerica Advisors in University Place, WA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she participates as a blood and plasma donor for medical research with Bloodworks Northwest. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively available separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Tighe Dickinson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously spent three years with EL1 Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Ian Corneille is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Juul Labs, Inc. and DoorDash. Outside of his advisory role, he manages a rental property in Tacoma, Washington. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Pamela Mccomas is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Rebecca Grinnell is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 designation with eight years of experience at the firm. Prior to her advisory role, she was involved with Westwood Baptist Church for five years. Outside of finance, she co-owns a small baking venture with her daughter, R & G Baking Co., which currently operates on a minimal scale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Erik Mickelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 21 years of industry experience. His career includes roles at Avantax Advisory Services and Avanatx Insurance Agency, as well as operating his own firms, Mickelson and Company and Erik D. Mickelson LLC. Outside of advising, he is involved in tax preparation and accounting services through Erik D. Mickelson Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating both discretionary and non-discretionary management with support from internal and third-party research and technology.

Josh Wilson is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Bank of America, Merrill Lynch, and TD Ameritrade. In addition to his advisory work, he co-founded Roots Academy, a nonprofit organization, and serves as the head boys basketball coach at Tumwater High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Emily Nelson is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Rowe is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he is the managing partner of College Rowe Properties LLC, a family LLC involved in owning a business suite leased by Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Sarah Keister is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as president of Great Expectations of Kindness, a nonprofit group that raises funds for various 501(c)(3) organizations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

William Frailey is a CFP® professional with 42 years of industry experience, currently serving at Osaic Wealth, Inc. since 2018. His prior roles include positions at Signator Investors, Inc., Conn General Life Insurance Company, and Mutual/United of Omaha. He also maintains a limited role as a life insurance agent through his own entity, WP Frailey Wealth Management, Inc. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services using a range of investment tools and platforms, and supports both discretionary and non-discretionary account management.

William Pickles is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following prior roles at Financial Advocates Investment Management and LPL Financial. He is also the managing partner of Directional Decisions LLC, an advisory business he owns. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.

Christian Mac Millan is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 credential with six years of industry experience. He has been with Edward Jones since 2019 and previously worked in several roles including at Lifetouch and CBD Outreach LLC. Mac Millan has served on the financial committee at St. Johns Episcopal Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Kevin Rowe is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Aro Tek Engineering Inc. from 2014 to 2017. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.