Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Andrew W

Series 66

Kennewick, WA

RBC Capital Markets

Andrew Wade is a financial advisor with RBC Capital Markets in Kennewick, WA. He holds a Series 66 designation and has 26 years of industry experience, including 17 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Brent H

Series 63, Series 65

Kennewick, WA

RBC Capital Markets

Brent Hudson is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Hudson serves on the board of directors for EPIC, a Head Start and early childhood education organization, where he acts as treasurer and provides oversight of the CEO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring investment strategies to each client's risk profile and utilizing a combination of in-house and third-party managers and investment options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Zachary F

CFP®, Series 66

Kennewick, WA

RBC Capital Markets

Zachary Fisher is a CFP®-credentialed financial advisor with seven years of industry experience, currently with RBC Capital Markets in Kennewick, WA. He previously worked at Thornburg Securities Corp and held roles at First Trust Portfolios and the University of Montana. Fisher serves as a board member of the Tri-Cities Cancer Center Foundation, participating in fundraising and community activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles. The firm integrates internal and third-party investment managers and provides access to alternative investments, lending arrangements, and tax-management strategies.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Jared L

Series 63, Series 65

Kennewick, WA

RBC Capital Markets

Jared Liebert is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory work, he serves on the boards of Christ the King School and the Columbia Basin Youth Football League, and is involved with the Parish of the Holy Spirit committee providing budget and financial analysis. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Anthony S

Series 63, Series 65

Kennewick, WA

RBC Capital Markets

Anthony Schumacher is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, he is involved in youth sports as the owner and coach of a basketball organization for third through eighth graders. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Joshua H

Series 66

Kennewick, WA

RBC Capital Markets

Joshua Herrin is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, including a six-year tenure at City National Bank from 2017 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Kendra C

Series 66

Kennewick, WA

RBC Capital Markets

Kendra Campanelli is a financial advisor with RBC Capital Markets in Kennewick, WA, holding a Series 66 designation and 12 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
Warmer team member

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.

Find your advisor

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")