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69 advisors near
98589
within the area shown on the map
Out of 400,000+ nationwide
Cindi W
Series 66
Rochester, WA
Edward Jones
Cindi Whiting is a Series 66 licensed financial advisor with Edward Jones in Rochester, WA, where she has worked since 2009. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 advisors and 15,000 branch offices.
Alissa W
Series 66
Olympia, WA
Edward Jones
Alissa Wood is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, she was the owner and stylist at Alissa Marie / Raw Beauty for eleven years. Outside of her advisory role, she continues to operate her hairstyling business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Amanda S
Series 66
Tenino, WA
Edward Jones
Amanda Singleton is a financial advisor at Edward Jones with a Series 66 designation. She joined Edward Jones in 2026 and has prior work experience at Mashell Telecom spanning 27 years. 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 under management and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.
Brendan W
Series 66
Olympia, WA
Edward Jones
Brendan Wood is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee services, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Michael B
CFP®, Series 66
Centralia, WA
Edward Jones
Michael Bartoldo is a CERTIFIED FINANCIAL PLANNER™ professional with six years of experience at Edward Jones. Prior to joining Edward Jones in 2020, he served 16 years with the U.S. Air Force in the Western Air Defense Sector. Outside of financial advising, he is a part-owner of a part-time catering business, Stone Wood Fired Pizza, in Olympia, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Stuart C
Series 66
Chehalis, WA
Cetera
Stuart Cavness is a financial advisor at Cetera with 11 years of industry experience and holds the Series 66 designation. He previously worked at First Allied Advisory Services and First Allied Securities. Cavness serves as a board member of the Lewis County Young Professionals and treasurer for both the Lewis County Economic Development Council and the SYC Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement various portfolio strategies across discretionary and non-discretionary structures.
Kevin S
Series 63, Series 65
Centralia, WA
OSAIC
Kevin Stottlemyre is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Securities America Advisors, Steward Partners Investment Solutions, and LPL Financial. He is also involved in insurance sales as an agent. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach supported by portfolio optimization tools and offers a broad range of brokerage and advisory services through a multi-advisor platform.
Steven E
Series 63, Series 65
Centralia, WA
LPL Financial
Steven Elder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior work includes roles at Thornburg Securities Corp and B.B. Graham & Co., Inc. He is affiliated with Fox and Bull Wealth Strategies, an investment-related business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of advisory and brokerage services.
Vanessa H
Series 66
Tenino, WA
Edward Jones
Vanessa Horning is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. She serves as a board member for the Discovery Children's Museum of Lewis County. 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 range of advisory programs, investment solutions, and fiduciary services through a large nationwide network of financial advisors and branch offices.
John L
Series 66
Centralia, WA
Cetera
John Lawrence is a financial advisor with Cetera, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities. He is the successor trustee of the Lawrence Family Foundation and owns a tax preparation business alongside his advisory work. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program options.
Jimmy D
Series 66
Tenino, WA
Edward Jones
Jimmy Du is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Prior to his financial services career, he worked at Dunkin' Donuts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Jonathan E
Series 66
Lacey, WA
Edward Jones
Jonathan Emerson is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.
Nathan J
CFP®, Series 66
Centralia, WA
Cetera
Nathan Joyner is a CFP® credentialed financial professional with approximately three years of industry experience. He is currently affiliated with Cetera and also operates under Northwest Planning & Investments, LLC as a financial professional. His work history includes roles at multiple firms across financial services and other industries. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with numerous program options and affiliated partnerships.
Beryl N
Series 66
Chehalis, WA
Edward Jones
Beryl Nacht is a Series 66-credentialed financial advisor with Edward Jones in Chehalis, Washington, with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.
William R
Series 63, Series 66
Centralia, WA
Edward Jones
William Radtke is a financial advisor with Edward Jones in Centralia, WA, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved with the South West Washington Football Official Association, officiating 7-12 grade football games. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.
Jacob C
Series 66
Tenino, WA
Edward Jones
Jacob Conklin is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior work history in education and transportation sectors, including roles at local school districts and Olympia Premier Airport Shuttle. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.
Julia G
Series 66
Centralia, WA
Edward Jones
Julia Gaul is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked for the Rochester School District for 18 years. Based in Centralia, WA, she has been with Edward Jones since 2021. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Janelle E
Series 66
Yelm, WA
Edward Jones
Janelle Embrey is a Series 66-licensed financial advisor with Edward Jones, based in Yelm, Washington, where she has worked for 17 years. Outside of her advisory role, she is licensed to provide care services as the guardian of her adult son. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a nationwide network of financial advisors.
Justin D
CFP®, Series 65, Series 63
Tumwater, WA
Cetera
Justin Deutsch is a CFP® with 11 years of industry experience, currently advising through Cetera since 2015. He holds Series 63 and Series 65 licenses and serves clients from Tumwater, WA. Outside of his advisory role, he works as an independent insurance agent offering disability, long-term care, and life insurance products, and is a registered representative in a credit union’s financial services division. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options including affiliated and third-party model portfolios, discretionary and non-discretionary programs, and various account structures.
Amanda L
Series 63, Series 65
Centralia, WA
Cetera
Amanda Lenz is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 13 years of industry experience. She has previously worked at First Allied Securities, Inc. and currently serves as a partner at Northwest Planning & Investments, LLC. Lenz is also active in her community as a treasurer for Chehalis Little League and treasurer for the nonprofit organization Project Poppyseed. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.
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Finding advisors...
69 advisors near
98589
within the area shown on the map
Out of 400,000+ nationwide