Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ao V
Series 66
Olympia, WA
Capstone Investment Group
Ao Vang is a financial advisor with Capstone Investment Group, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Global Asset Management, RBC Capital Markets, and Fidelity Brokerage Services. He is based in Olympia, Washington. Capstone Investment Group serves individual and high-net-worth investors as well as retirement plans, corporations, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analyses along with AI-driven models to guide portfolio decisions, while maintaining human oversight.
Bryan P
Series 63, Series 65
Olympia, WA
Capstone Investment Group
Bryan Pettit is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at M.S. Howells & Co., Purshe Kaplan Sterling Investments, and Cuso Financial Services. Outside of his advisory role, Pettit is a youth pastor and soccer coach in Shelton, WA. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, using a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models for portfolio management.
Jonathan L
Series 63, Series 65
Olympia, WA
Capstone Investment Group
Jonathan Leymaster is a financial advisor with Capstone Investment Group, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at Prudential Insurance Company of America and Northwestern Mutual. He volunteers with the Ronald McDonald House. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis, including artificial intelligence inputs, to guide portfolio management.
Donna M
CFP®, Series 65
Olympia, WA
Capstone Investment Group
Donna Monda is a CFP® and holds a Series 65 license, with 10 years of industry experience. She has worked at CAPSTONE Investment Group since 2023 and previously spent over 30 years at KG Advisors, Inc./Nancy C. Nelson & Associates. Outside of advisory work, she is involved in family-owned real estate LLCs. CAPSTONE Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm offers discretionary asset management, financial planning, and retirement-plan advisory services, employing a blend of fundamental, technical, and cyclical analysis alongside artificial intelligence models in its portfolio management.
Sandra D
Series 63, Series 65
Olympia, WA
Capstone Investment Group
Sandra Drennon is a financial advisor with Capstone Investment Group in Olympia, WA, holding Series 63 and Series 65 licenses and 35 years of industry experience. She has worked at firms including M.S. Howells & Co., Purshe Kaplan Sterling Investments, and Private Client Services. Additionally, she is managing member of 17SEVEN, LLC, which operates short-term rental properties. Capstone Investment Group serves individual and high-net-worth investors, as well as retirement plans, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis along with AI-driven models to manage portfolios and offers discretionary asset management, financial planning, pension consulting, and ERISA fiduciary services.
Travis B
Series 63, Series 66
Olympia, WA
Capstone Investment Group
Travis Bator is a financial advisor with Capstone Investment Group, holding Series 63 and Series 66 licenses and 17 years of industry experience. He is also the owner of TLB Law, a legal practice focused on business document formation and limited estate planning. Additionally, he serves as a firearms safety instructor and a notary in Wisconsin. Capstone Investment Group serves individual and high-net-worth clients, retirement plans, corporations, and charitable organizations, offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs a blend of fundamental, technical, and cyclical analysis, incorporates artificial intelligence models in growth strategies, and provides tailored portfolio management.
Jeffrey W
Series 63, Series 65
Olympia, WA
Capstone Investment Group
Jeffrey Wachtman is a financial advisor with Capstone Investment Group in Olympia, WA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Jeffrey has worked at Proactive Financial Services, Inc. since 1999. Outside of his advisory role, he serves as Director of Connections Ministry at the Church of Living Water in Yelm, where he also leads occasional Financial Peace University classes. Capstone Investment Group serves individual and high-net-worth clients, as well as retirement plans, corporations, and charitable organizations. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services using a combination of fundamental, technical, and cyclical analysis, incorporating artificial intelligence models alongside advisor judgment.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters