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.

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 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.

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.

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.

William Frailey is a CFP® professional with over 40 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 is also a licensed life insurance agent. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a broad range of financial planning and advisory services through a multi-advisor platform with model-based asset allocation and portfolio optimization tools.

Christian Mac Millan is a financial advisor at Edward Jones with seven years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2019, he worked at Lifetouch and was involved with Raven Grass Farms and CBD Outreach LLC. He has served as a financial committee member for St. Johns Episcopal Church in Olympia, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

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.

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.

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.

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.

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.

Keith Lockwood is a financial advisor with Morgan Stanley in Olympia, WA, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior work includes roles at Capital One Sharebuilder, Inc. and the Washington State Investment Board. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and models outcomes using proprietary estimates and simulations, managing approximately $2.74 trillion in client assets.

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.

Garrett Balduff is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he was involved with Forbidden Farms LLC for nine years. He 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, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Sharla Cameron is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has been with LPL Financial since 2005 and worked at Financial Advocates Investment Management from 2014 to 2025. Outside her advisory role, she owns Art in the Attic, LLC, a business focused on selling art. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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.

Michael Rutherford is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Olympia, WA. He has 18 years of industry experience, including roles at Edward Jones and Chase Investment Services Corp. before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program delivers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporates a range of investment strategies including ESG considerations.