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James J
ChFC®, Series 66
Colbert, WA
Sound Advisory Services Inc.
James Johnson is a ChFC® and holds a Series 66 license, with 23 years of industry experience. He has been affiliated with Sound Investment Strategies, Inc. since 2007 and also maintains a separate insurance practice. Sound Advisory Services Inc. serves approximately 160 individual clients by referring them to a third-party money manager, Gradient Investments, LLC, providing advisory services including account paperwork assistance and client reviews. The firm does not manage assets directly but focuses on matching client goals with third-party investment strategies and holds educational seminars open to the public.
Michael S
Series 63, Series 66
Deer Park, WA
Empower Advisory Group
Michael Stutzke is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Northern Capital Retirement Services and First Command, as well as service in the Washington Army National Guard. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor count.
Timothy S
Series 63, Series 66
Nine Mile Falls, WA
Raymond James Financial
Timothy Shilanski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2002 and was previously involved in non-variable insurance from 2012 to 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.
Phillip F
Series 63, Series 66
Nine Mile Falls, WA
Raymond James Financial
Phillip Faubert is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James in 2026. Faubert is also the founder and president of Pacific Wealth Partners, a support company incorporated as an S-Corp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.
Ryan M
Series 66
Deer Park, WA
Edward Jones
Ryan Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the 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 with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Douglas L
Series 63, Series 66
Deer Park, WA
LPL Financial
Douglas Lilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes prior roles at Ameriprise Financial Services, INC. and Edward Jones. Outside the advisory practice, he owns a plant nursery business in Washington. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using various discretionary and non-discretionary strategies.
Dennis E
Series 66
Mead, WA
Edward Jones
Dennis Elrod Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he worked at upd8td.com for three years. Edward Jones is a full-service wealth management firm serving more than 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 across the United States.
Elondra J
Series 66
Elk, WA
Edward Jones
Elondra Jenkins is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Her career includes roles at Edward Jones, Global Credit Union, Primerica, and Bank of America. She has had limited involvement as a distributor for Young Living Essential Oils. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
Jael S
Series 66
Deer Park, WA
LPL Financial
Jael Stebbins is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Packard Wheeler Succession and Spokane County Building and Planning. Her background also includes five years at Cardon Outreach/MedData Inc. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Caleb L
Series 66
Deer Park, WA
LPL Financial
Caleb Lilly is a financial advisor with LPL Financial in Deer Park, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2013, with a five-year period at Ameriprise Financial Services from 2018 to 2023. Caleb is also commissioned as a notary in Washington. 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 a large network of investment adviser representatives.
Garrett B
Series 66
Deer Park, WA
LPL Financial
Garrett Boyer is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he has work experience in industries including electrical services, landscaping, and logistics, as well as a nine-year tenure with Youth With A Mission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.
Caleb S
Series 66
Deer Park, WA
LPL Financial
Caleb Stapp is a financial advisor with LPL Financial, holding a Series 66 credential and possessing six years of industry experience. His prior work includes roles at Edward Jones and the City of Deer Park. Outside of his advisory work, he is involved with Deep Creek Financial Planning under a DBA associated with his LPL business. 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 a large network of investment adviser representatives.
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