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Justin D

CFP®, Series 65, Series 63

Tumwater, WA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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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.

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

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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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.

General retirement planning Retired Founder/Business Owner Executive
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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.

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

Charitable giving & philanthropy Active portfolio management
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Brian M

Series 66

Tenino, WA

Edward Jones

Brian Meents is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held various roles primarily in education and substitute teaching. 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 investment strategies along with affiliated mutual funds and trust services.

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

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gunter R

Series 63, Series 65

Tumwater, WA

LPL Financial

Gunter Roylance is an advisor with LPL Financial holding Series 63 and Series 65 credentials and has been in the financial industry since 2022. His prior experience includes positions at World Equity Group, Inc., The Leaders Group Inc, and Wealthvest. Outside of finance, he has held various roles spanning sectors such as real estate and hospitality. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Geneva F

Series 66

Tumwater, WA

LPL Financial

Geneva Foster is a financial advisor with LPL Financial in Tumwater, WA, holding a Series 66 designation and having two years of industry experience. She has been associated with LPL Financial since 2019 and has also worked with Financial Advocates since 2016. Outside of her advisory role, she operates Geneva Foster Consulting LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Robert P

Series 63

Chehalis, WA

Raymond James & Associates

Robert Pehl is a financial advisor with Raymond James & Associates in Chehalis, Washington, holding a Series 63 credential and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of advising, he is involved with several investment-related business activities alongside his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers tailored, non-discretionary financial planning and consulting services, leveraging a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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William C

Series 63, Series 66

Chehalis, WA

LPL Financial

William Craig is a financial advisor with LPL Financial based in Chehalis, WA. He holds Series 63 and Series 66 designations and has 30 years of industry experience. He previously worked at Linsco/Private Ledger from 2004 to the present. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with services including both discretionary and non-discretionary management supported by research and technology.

College savings (529s, UTMA, etc.)
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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.

General retirement planning Retired Founder/Business Owner Executive
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David L

Series 63, Series 65

Tumwater, WA

LPL Financial

David Littleton is a financial advisor at LPL Financial with 28 years of industry experience. He has held roles at O Bee Credit Union since 2001 alongside his work with LPL Financial. His credentials include the Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and corporations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services featuring discretionary and non-discretionary management, as well as access to model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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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.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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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 15 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and B.B. Graham & Co. She is associated with Fox and Bull Wealth Strategies, a DBA connected to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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