Jesse Steele is a financial advisor at Etesian Wealth Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and has worked at Etesian Wealth Advisors since 2017. Prior to that, he held roles at L'auberge del Mar and Gand del Mar. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, and institutional clients. The firm uses individualized Investment Policy Statements, fundamental research, and risk controls to guide portfolio construction, emphasizing low-cost implementation through individual securities and ETFs alongside alternative strategies.

Jacob Scarminach is a financial advisor at Etesian Wealth Advisors, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, multi-generational families, foundations, and retirement plan sponsors. The firm emphasizes individualized investment strategies with a focus on low-cost implementation through individual equities, bonds, and ETFs, complemented by alternative investment strategies.

Marie Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 45 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Etesian Wealth Advisors in 2025, she worked for Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC from 2005 to 2024. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Benjamin Wright is a financial advisor at Etesian Wealth Advisors, Inc. with 10 years of industry experience. He holds a Series 65 designation and has been with Etesian Wealth Advisors since 2016. Etesian Wealth Advisors provides multidisciplinary wealth management services to individuals, families, corporate executives, business owners, multi-generational families, foundations, and retirement plan sponsors. The firm manages approximately $503 million across about 415 client relationships, offering discretionary and non-discretionary asset management, integrated financial planning, and retirement plan consulting with an investment approach focused on individualized Investment Policy Statements, fundamental research, and low-cost portfolio implementation.

George Taylor is a financial advisor at Etesian Wealth Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Etesian Wealth Advisors serves individual clients and families, including high-net-worth individuals, as well as corporate executives, business owners, multi-generational families, foundations, and corporate pension and profit-sharing plans. The firm provides discretionary and non-discretionary asset management, integrated financial planning through an eMoney client portal, retirement plan advisory, and consulting services, with a focus on individualized fixed-income portfolio construction and cost management using individual bonds and ETFs.

Stanley Lochrie is a financial advisor at Etesian Wealth Advisors, Inc. in West Linn, Oregon, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Etesian Wealth Advisors since 2009. Etesian Wealth Advisors serves individual clients and families—including high-net-worth individuals—corporate executives, business owners, multi-generational families, foundations, and corporate pension/profit-sharing plans. The firm offers discretionary and non-discretionary asset management, integrated financial planning via an eMoney client portal, retirement plan advisory, and consulting services, focusing on individualized fixed-income portfolio construction and cost-managed investment strategies.