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Cameron S

Series 66

Port Orchard, WA

Edward Jones

Cameron Smith is a financial advisor with Edward Jones in Port Orchard, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the mortgage industry with firms including Hometown Lenders Inc., CrossCountry Mortgage, RPM Mortgage, and Penrith Home Loans. Outside of his advisory role, he manages a rental property in Gig Harbor, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and a fiduciary standard in its advisory services.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management General retirement planning Military & Veterans Newlywed/Engaged
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Gregory S

Series 63, Series 65

Port Orchard, WA

Raymond James Financial

Gregory Steiger is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and totaling 27 years of industry experience. He previously worked at RBC Capital Markets Corporation for 13 years before joining Raymond James in 2021. Outside of his advisory role, he serves as a paraplanner at Dunning Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Cheryln M

Series 66

Silverdale, WA

Edward Jones

Cheryln Morrell is a financial advisor at Edward Jones in Silverdale, WA, with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved in selling SEINT beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions managed under a fiduciary standard. The firm supports a large network of advisors and branch offices and provides services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Margaret G

CFP®, Series 66

Bainbridge Island, WA

Morgan Stanley

Margaret Ginder is a CFP®-certified financial advisor with 13 years of industry experience, currently advising clients at Morgan Stanley. Her prior experience includes roles at City National Bank and RBC Capital Markets. She is based in Bainbridge Island, WA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm utilizes structured planning tools and models, managing approximately $2.74 trillion in client assets.

General estate planning guidance
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Dustin M

Series 63, Series 66

Seattle, WA

Edward Jones

Dustin Meade is a financial advisor at Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones, he worked at Bank of America, Merrill, Robinhood, and TD Ameritrade. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive LGBTQIA Young Professionals
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Douglas S

CFA®, Series 65

Bainbridge Island, WA

Pegasus Investment Management LLC

Douglas Saksa is a CFA® charterholder with 25 years of industry experience. He has been with Pegasus Investment Management LLC since 1992, serving as its sole advisor. The firm provides portfolio management and advisory services primarily to high-net-worth clients. Pegasus Investment Management operates with a consultative approach, managing most assets on a non-discretionary basis while allowing clients final trading authority and permitting leverage in separately managed accounts.

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