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Robert A

Series 66

Olympia, WA

Thrivent Investment Management

Robert Alspaugh is a financial advisor with Thrivent Investment Management based in Olympia, WA. He holds a Series 66 designation and has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Business ownership considerations
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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.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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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.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Planning for children with special needs Military & Veterans
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Justin B

Series 66

Lacey, WA

Edward Jones

Justin Becker is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, he worked at Northwest Farm Credit Services and Abston Henricksen Land and Timber Company. He serves as the South Sound Chapter President of the Washington Farm Forestry Association, where he organizes events and recruits new members. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Business ownership considerations Business exit / sale strategy Founder/Business Owner
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Jeffrey G

Series 66

Olympia, WA

Edward Jones

Jeffrey Geuin is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Sanofi Pharmaceuticals for 18 years. 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 large network of financial advisors and branch offices nationwide.

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

Annuities Private / alternative investments
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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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
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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.

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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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.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Passive / index investing Founder/Business Owner
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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.

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

Series 66

Tumwater, WA

Cetera

Jason Andrew is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He has been with Cetera and Olympia Federal Savings since 2015. Outside of his advisory role, he serves as a paid referee for high school and college basketball games during the basketball season. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

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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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.

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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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.

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

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics
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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.

Wealth management Inheritance planning Executive Doctor or Medical Professional Educators, Teachers, and Academics Government Employee
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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.

Business ownership considerations Planning for children with special needs Multi-generational wealth transfer Wealth management Founder/Business Owner
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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.

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.

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