Laurence Evoy is a financial advisor with Edward Jones in Olympia, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he assists in a limited capacity with a home-based online clothing retail startup. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Fiorella Requeno Solorzano is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work history includes roles at First Command and various business activities in different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also utilizes algorithmic methods and AI in its investment process and serves as an advisor to multiple registered investment companies and fund-of-funds.

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.

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.

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.

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 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.

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.

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 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.

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.

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.

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.

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.