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72 advisors near
98589
within the area shown on the map
Out of 400,000+ nationwide
Christopher H
Series 63, Series 65
Tenino, WA
Edward Jones
Christopher Hallett is a financial advisor with Edward Jones in Tenino, Washington, holding Series 63 and Series 65 credentials with 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves in leadership positions with the Northwest Lions Foundation for Sight & Hearing and the Tenino Lions Club. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and maintaining a large nationwide advisor and branch network.
Catherine C
Series 63, Series 66
Centralia, WA
Cetera
Catherine Cleveland is a financial professional with six years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked at firms including FIRST Allied Securities and Olympia CPA. Outside of her advisory role, she serves as chairman of the Twin Cities Rotary nonprofit and is a partner in Mauve Gaming. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, 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 third-party money managers.
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 at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Securities America, Inc. for eight years. In addition to advisory services, he is involved in insurance sales as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across a broad range of investment types.
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 credentials and 32 years of industry experience. His previous roles include positions at Thornburg Securities Corp and B.B. Graham & Co., Inc. He operates the Fox and Bull Wealth Strategies as a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting 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 with Edward Jones, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Before entering finance, he was employed at Dunkin' Donuts and H&L Deli Grocery. 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 network of financial advisors and branch offices nationwide.
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 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.
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Finding advisors...
72 advisors near
98589
within the area shown on the map
Out of 400,000+ nationwide