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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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Rebecca G

Series 66

Olympia, WA

Edward Jones

Rebecca Grinnell is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 designation with eight years of experience at the firm. Prior to her advisory role, she was involved with Westwood Baptist Church for five years. Outside of finance, she co-owns a small baking venture with her daughter, R & G Baking Co., which currently operates on a minimal scale. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

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

CFP®, Series 66

Olympia, WA

Morgan Stanley

Josh Wilson is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes roles at Bank of America, Merrill Lynch, and TD Ameritrade. In addition to his advisory work, he co-founded Roots Academy, a nonprofit organization, and serves as the head boys basketball coach at Tumwater High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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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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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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Sarah K

Series 66

Olympia, WA

Edward Jones

Sarah Keister is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she serves as president of Great Expectations of Kindness, a nonprofit group that raises funds for various 501(c)(3) organizations. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

General retirement planning Retired Founder/Business Owner Executive
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William F

CFP®, Series 63

Olympia, WA

OSAIC

William Frailey is a CFP® professional with 42 years of industry experience, currently serving at Osaic Wealth, Inc. since 2018. His prior roles include positions at Signator Investors, Inc., Conn General Life Insurance Company, and Mutual/United of Omaha. He also maintains a limited role as a life insurance agent through his own entity, WP Frailey Wealth Management, Inc. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services using a range of investment tools and platforms, and supports both discretionary and non-discretionary account management.

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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Christian M

Series 66

Olympia, WA

Edward Jones

Christian Mac Millan is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 credential with six years of industry experience. He has been with Edward Jones since 2019 and previously worked in several roles including at Lifetouch and CBD Outreach LLC. Mac Millan has served on the financial committee at St. Johns Episcopal Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning ESG / Sustainable investing Inheritance planning Government Employee Widow/Widower
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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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Alexander Y

Series 66

Olympia, WA

Morgan Stanley

Alexander Young is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following 12 years at Bank of America, N.A. and 24 years at Merrill. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

General estate planning guidance
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Keith L

Series 66, Series 63

Olympia, WA

Morgan Stanley

Keith Lockwood is a financial advisor with Morgan Stanley in Olympia, WA, holding Series 66 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Washington State Investment Board, and Capital One Sharebuilder, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

General estate planning guidance
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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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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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Wendy K

Series 66

Olympia, WA

Morgan Stanley

Wendy Keefe is a financial advisor with Morgan Stanley in Olympia, WA, holding a Series 66 designation and 12 years of industry experience. She has worked at Morgan Stanley since 2013, with a brief tenure at LPL Financial in 2022. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market simulations.

General estate planning guidance
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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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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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