Lisa K. Mc Cullough

I have been working in the financial services industry since 2010. Over the years, I have made it a priority to continue learning and staying informed about changes in the industry and regulations. I believe that ongoing education is essential to providing thoughtful financial guidance. ​As a Certified Financial Planner™ (CFP®), I take a holistic approach to financial planning, helping clients address investments, retirement, insurance planning, and legacy considerations in a way that fits their individual goals. I am committed to putting my clients’ interests first and working alongside them to pursue their financial objectives. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (Privacy) Sage Hills Financial is not registered as a broker-dealer or investment advisor.

Adelae joined the firm in 2014 as a wealth management assistant and later transitioned to wealth advisor. She finds fulfillment in assisting clients on their path to success by taking a technical and detailed approach to her job. One of Adelae’s favorite parts of her job is collaborating with clients during some of the most meaningful moments of their lives about their wealth, their legacy, their struggles and triumphs. Adelae was born and raised in North Central Washington and attended Wenatchee High School where she met her husband and together they have three children. She later attended Wenatchee Valley College and Washington State University for undergrad. She holds securities licenses 7 and 66, Washington State life, disability and long-term care insurance licenses and is a notary public. Adelae’s areas of expertise are helping clients by offering trusted advice that spans their complete financial picture through financial planning, asset management, retirement planning and distribution strategies. In her spare time, you can find her volunteering at her church, mountain biking, skiing, boating, gardening, cooking, baking and traveling with her family. She currently serves as a board member for The River Academy. Cetera Investment Advisers serves a diverse clientele including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, with a combination of advisor-managed accounts, model portfolios, and managed program options.

Richard Bliggenstorfer is the sole advisor at James Capital Management LLC in Wenatchee, WA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has led James Capital Management since its founding in 2012. James Capital Management provides discretionary and non-discretionary investment advisory services to individual clients through separately managed accounts, employing a blend of fundamental and technical analysis combined with behavioral economics to identify mispriced opportunities. The firm manages approximately $4.0 million for a small client base, using concentrated portfolios and strategies that may include short selling, derivatives, and leverage.

Bradley Blackburn is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been a principal at Blackburn Financial since 2011. Blackburn Financial, LLC provides fee-based investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis across a diverse range of instruments, managing portfolios on both discretionary and non-discretionary bases.

Zachary Cole is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Arrowstone Wealth, LLC and has previous experience at firms including U.S. Bancorp Investments, Inc. and Wealthcare Asset Management, LLC. Cole is also active as an insurance agent through American Tax Strategies, LLC. Arrowstone Wealth, LLC provides discretionary portfolio management and customized financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a tailored Investment Policy Statement and focuses on longer-term holdings while monitoring accounts regularly.

Sean Gross is a CFP® certificant with 34 years of experience in the financial services industry. He currently serves as the sole advisor at Telos Wealth, where he has worked since 2007 through affiliated entities. Gross is also a managing member and co-owner of Telos Real Estate Holdings, LLC, a private company managing commercial office property in Wenatchee, WA. Telos Wealth is a fee-only advisory firm serving individual clients, broker/dealers, retirement plans, charitable organizations, and businesses. The firm employs a blend of fundamental and technical analysis within a modern portfolio theory framework to create diversified portfolios incorporating passive and active funds as well as individual securities tailored to client objectives and risk tolerance.