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Josef M

Series 63, Series 65

Olympia, WA

Edward Jones

Josef Mc Coy is a financial advisor with Edward Jones in Olympia, WA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior roles include positions at Bank of America, Merrill, Key Investment Services, and Prudential Financial. He previously operated Josef McCoy Insurance Agency Inc. for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large national 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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Britney V

Series 66

Lacey, WA

OSAIC

Britney Vanweerdhuizen is a financial advisor at OSAIC Wealth, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at LPL Financial and Washington State Employees Credit Union. In addition to her advisory role, she serves as a notary and works with Whitehill Financial as a Client Relationship Manager, assisting with client services and insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and utilizes tools such as asset-allocation models and risk-tolerance questionnaires to construct portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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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.

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

Series 66

Lacey, WA

Edward Jones

Eric Rowe is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he is the managing partner of College Rowe Properties LLC, a family LLC involved in owning a business suite leased by Edward Jones. 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 and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kevin R

Series 66

Lacey, WA

Edward Jones

Kevin Rowe is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Aro Tek Engineering Inc. from 2014 to 2017. He holds a Series 66 designation. 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 wide range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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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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Devin W

Series 66

Lacey, WA

Edward Jones

Devin White is a financial advisor with Edward Jones in Lacey, WA, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, Devin worked in the orthopedic medical device sector at companies including Smith and Nephew, Arthrex, and Zimmer Biomet. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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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Victoria Z

Series 66

Lacey, WA

Edward Jones

Victoria Zoller is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. She has been with Edward Jones since 2014 in different roles. Outside of her advisory work, she serves as secretary for the Seasons HOA in Lacey, WA, where she takes meeting minutes. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy ESG / Sustainable investing General retirement planning Wealth management Retired Founder/Business Owner Executive LGBTQIA
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Timothy B

Series 66

Dupont, WA

Edward Jones

Timothy Bridges is a financial advisor with Edward Jones in Dupont, WA, holding the Series 66 designation and having nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at WinCo Foods from 2014 to 2016. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Wealth management Military & Veterans
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Diana S

Series 66

Lacey, WA

Edward Jones

Diana Sanchez is a Series 66 licensed financial advisor with Edward Jones, based in Lacey, WA. She has one year of experience with the firm, having recently transitioned to her current role after ten years of prior work within Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,700 financial advisors nationwide.

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

Series 66

Lacey, WA

Edward Jones

Garrett Balduff is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Forbidden Farms LLC for nine years. Outside of his advisory role, Balduff serves on the executive board of the American Legion Post 3 in Olympia, WA. 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.

Retirement income strategy Wealth management Stock option exercise strategy Retired Founder/Business Owner Executive
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Michael G

Series 66

Lacey, WA

Edward Jones

Michael Grosso is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he was involved with Harmony Farms LLC and Saint Martin's University. 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, operating under a fiduciary standard.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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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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Sharla C

Series 66

Lacey, WA

LPL Financial

Sharla Cameron is a financial advisor with LPL Financial in Lacey, Washington, holding a Series 66 designation and 21 years of industry experience. She has been affiliated with LPL Financial since 2005 and also works with Financial Advocates Investment Management since 2014. Outside of her advisory roles, Cameron owns Art in the Attic, LLC, a business focused on selling art. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

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

Series 66

Olympia, WA

Edward Jones

Cara Mac Millan is a Series 66-licensed financial advisor with Edward Jones in Olympia, WA, where she has worked since 2017. She has nine years of industry experience and previously worked for the Olympia School District for five 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Passive / index investing ESG / Sustainable investing General retirement planning Retired Founder/Business Owner Executive Newlywed/Engaged Young Families Parents Intergenerational Families Young Professionals
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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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Kurt C

CFP®, Series 63, Series 65

Lacey, WA

Raymond James Financial

Kurt Chase is a CFP®-credentialed financial advisor with over 26 years of industry experience. He is currently with Raymond James Financial in Lacey, WA, having previously worked at Cetera and Columbia State Bank. Outside of his advisory role, he is involved as an associate at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm utilizes tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mackenzie E

Series 66

Yelm, WA

Edward Jones

Mackenzie Embrey is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones in 2018, Embrey worked at Firstbank and held positions at the University of Northern Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions, 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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