Overwhelmed by options?
Answer a few questions to see advisors matched to you.
69 advisors near
98589
within the area shown on the map
Out of 400,000+ nationwide
Bruce H
Series 63, Series 66
Chehalis, WA
Edward Jones
Bruce Hansen is a financial advisor with Edward Jones in Chehalis, WA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory work, he has involvement as an actor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.
Tighe D
Series 66
Tumwater, WA
Edward Jones
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.
Jeffrey R
CFP®, Series 63
Chehalis, WA
Cetera
Jeffrey Robertson is a CFP®-designated financial advisor with 43 years of experience, currently affiliated with Cetera since 2021. He has held prior roles at Raymond James Financial and Voya Financial Advisors, among others. Robertson serves as treasurer for the Twin Cities Rotary Foundation, maintaining financial records for the local nonprofit. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary investment authorities.
Derek B
Series 63, Series 66
Centralia, WA
Edward Jones
Derek Burger is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. Outside of his advisory work, he is vice president of the United Way of Lewis County and is involved in local timber management and egg farming. 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 nationwide network of advisors and branch offices.
Emily N
Series 66
Tumwater, WA
Edward Jones
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.
Tyler L
Series 63, Series 65
Tenino, WA
Fidelity
Tyler Lozier is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work history includes roles at Fidelity Investments and Wells Fargo Clearing and Bank, NA. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.
Brian M
Series 66
Tenino, WA
Edward Jones
Brian Meents is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2024, his work background includes roles in education and substitute teaching. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Pamela B
Series 66
Lacey, WA
Cetera
Pamela Blaylock is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has been with Cetera Investment Services LLC since 2021 and maintains a concurrent role at Twinstar Credit Union since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.
Gunter R
Series 63, Series 65
Tumwater, WA
LPL Financial
Gunter Roylance is a financial advisor with LPL Financial based in Tumwater, WA. He holds Series 63 and Series 65 credentials and has worked in the financial services industry since 2022, including previous roles at World Equity Group, Inc. and The Leaders Group Inc. Roylance has also held various positions at Montana State University and other organizations outside finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.
Walter H
CFP®
Yelm, WA
Cetera
Walter Harrison is a CFP® professional with 44 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2021, with prior experience at VOYA Financial Advisors from 2014 to 2021. Outside of advisory work, he operates a photography and videography business specializing in weddings and special occasions. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both discretionary and non-discretionary program options.
Geneva F
Series 66
Tumwater, WA
LPL Financial
Geneva Foster is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has been associated with LPL Financial since 2019. Outside of her advisory role, she operates Geneva Foster Consulting LLC, a non-investment business entity based in Tumwater, WA. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.
Robert P
Series 63
Chehalis, WA
Raymond James & Associates
Robert Pehl is a financial advisor with Raymond James & Associates, holding a Series 63 designation and having 42 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of advising, he is a partner in a local investment business with his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment advisor serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
William C
Series 63, Series 66
Chehalis, WA
LPL Financial
William Craig is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has worked at Linsco/Private Ledger since 2004. 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 portfolio programs, third-party asset management, and institutional platforms.
Matthew M
Series 66
Roy, WA
Edward Jones
Matthew Mc Lellan is a financial advisor with Edward Jones in Roy, Washington, holding a Series 66 designation and totaling 10 years of industry experience. He has been with Edward Jones since 2016. 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 network of financial advisors and branch offices nationwide.
David L
Series 63, Series 65
Tumwater, WA
LPL Financial
David Littleton is a financial advisor with LPL Financial in Tumwater, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at O Bee Credit Union and LPL Financial since 2001. His other business activities include serving as an investment-related representative at O Bee Credit Union and acting as a non-variable insurance agent. 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 range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.
Jenna N
Series 66
Chehalis, WA
Edward Jones
Jenna Nacht is a financial advisor at Edward Jones in Chehalis, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for the Virginia Indigent Defense Commission for 12 years. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.
Jordan D
Series 66
Tumwater, WA
Raymond James Financial
Jordan Dowers is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones and Keating & Associates prior to his current role. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Suzan E
Series 63, Series 65
Centralia, WA
LPL Financial
Suzan Elder is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Her prior roles include positions at Morgan Stanley, Merrill, Bank of America, and B.B. Graham & Co. She is also involved in Fox and Bull Wealth Strategies, an affiliated insurance agency. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.
Alan F
Series 63, Series 66
Tumwater, WA
Edward Jones
Alan Farrar is a financial advisor with Edward Jones in Tumwater, WA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Farrar serves on the Wood County Healthcare Foundation board, where he helps advise and direct investment decisions, and he has a background in timber and wood sales, as well as involvement in a beef cattle operation and dog breeding. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of about 23,700 financial advisors. The firm offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Omar B
CFA®, Series 66
Lacey, WA
Edward Jones
Omar Barr is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Edward Jones, having joined in 2024, and previously worked at Bank of America and Merrill Lynch. His background also includes roles at Thonis Advisory and A/T Capital Management. Outside the financial industry, he is involved in managing vacation rental properties in Manchester, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory and investment solutions, combining a large network of financial advisors with affiliated mutual funds, trust services, and securities-based lending options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
69 advisors near
98589
within the area shown on the map
Out of 400,000+ nationwide