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 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.

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 at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019. His prior roles include positions at Capital One Sharebuilder and the Washington State Investment Board. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

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.

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.

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.

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.

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.

Sharla Cameron is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. She has worked at LPL Financial since 2005 and was previously with Financial Advocates Investment Management for 11 years. Outside of her advisory work, Cameron owns Art in the Attic, LLC, a business engaged in selling art. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of advisors, 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.