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® professional with four years of industry experience, currently serving as an advisor at Arrowstone Wealth, LLC. His prior experience includes roles at U.S. Bancorp Investments, BKD Wealth Advisors, and several other financial firms. In addition to his advisory work, he is involved with American Tax Strategies, LLC as an insurance agent. Arrowstone Wealth, LLC is a privately owned registered investment adviser that provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, employer-sponsored plans, and charitable organizations. The firm manages approximately $53 million in client assets and emphasizes individualized investment policy statements, strategic asset allocation, and regular portfolio monitoring.

Sean Gross is a CFP® with 35 years of experience in financial services. He has worked with Telos Wealth Management since 2007, including its predecessor firm, and has prior experience at Raymond James Financial Services. Gross is also a managing member and co-owner of Telos Real Estate Holdings, LLC, involved in managing a commercial office property in Wenatchee, WA. Telos Wealth Management, LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis with portfolio construction based on modern portfolio theory, employing both passive and active investment vehicles.

Cody Gunn is a financial advisor at Arrowstone Wealth, LLC in Malaga, Washington, holding a Series 65 designation with 17 years of industry experience. He has worked at Arrowstone Wealth since 2014 and previously spent six years at Garland Capital Management Inc. Arrowstone Wealth is a privately owned registered investment adviser serving individuals, employer-sponsored plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, managing approximately $53 million in assets across about 45 client relationships.

Scott Blaesing is a CFP® and holds a Series 65 license with 15 years of industry experience. He is a principal at Cascade Wealth Advisors, Inc and has worked at ICON Capital & Development since 2007. In addition to his advisory role, Blaesing devotes part of his time to a CPA practice, Cascade Tax & Accounting, where he focuses on tax, accounting, and business consulting. Cascade Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs model strategies using ETFs and mutual funds, applying a buy-and-hold approach with quarterly rebalancing and year-end tax-loss harvesting.

Steven Olds is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cascade Wealth Advisors, Inc in Wenatchee, WA. His prior experience includes roles at Fidelity Brokerage Services LLC, The Vanguard Group, Inc., and Cultivate Wealth LLC. Outside of financial services, he works as a sales representative in the fruit industry at Gee Whiz II. Cascade Wealth Advisors provides discretionary portfolio management, financial planning, and consulting services to individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs model-based investment strategies using ETFs and mutual funds, with a buy-and-hold approach that incorporates academic investment principles and regular portfolio rebalancing.

Joel Frank is a financial advisor with Equilus Group Inc in Wenatchee, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior experience includes roles at Apex Advisory Group Inc and Equilus Financial Group, Inc. He is also a co-managing member of Equilus Capital Partners LLC, a business investing member holdings into real estate. Equilus Group Inc serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, providing non-discretionary portfolio management, subscription-based financial planning, insurance placement, and trust financial services. The firm manages approximately $25.7 million for about 86 clients and uses a subscription model for planning engagements while maintaining a relationship with its affiliated commercial real estate investment firm.

Stephen Allen Jr. is a financial advisor at Blackburn Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Waddell & Reed, Inc. and various insurance carriers. In addition to his advisory work, he is president of SGSA, Inc., a record-keeping business. Blackburn Financial provides fee-based investment advisory and financial planning services to individuals, retirement plan participants, and institutional clients. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis to manage risk and performance across a diverse client base.

Bradley Vander Velde is a financial advisor at Cascade Wealth Advisors, Inc with four years of industry experience. He holds a Series 66 designation and has worked previously at Telos Wealth Management, Commonwealth Financial Network, Homchick Smith & Associates, CapinCrouse LLP, and BDO USA, LLP. In addition to advising, he provides CPA services as an independent contractor for Cascade Tax & Accounting Services. Cascade Wealth Advisors offers discretionary portfolio management, financial planning, and consulting to individuals, pension plans, trusts, estates, and business entities. The firm employs model-driven portfolios using ETFs and mutual funds with a buy-and-hold strategy supported by academic investment theories and maintains a small team managing a multi-hundred-million-dollar asset base.

Lisa Mc Cullough is a Series 66-licensed financial advisor with four years of industry experience. She is currently with CS Planning Corp, where she has worked since 2023, and also maintains a role at Financial Alternatives. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and uses a systematic investment approach with ongoing portfolio monitoring and tailored asset allocation.

Aaron Bessonette is a financial advisor at CS Planning Corp with 16 years of industry experience. He holds the Series 66 designation and has worked with PlanMember Securities Corporation and Financial Alternatives, LLC during his career. Bessonette serves as the Chairperson of the Cashmere School Board in Washington State. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance, often managing accounts on a discretionary basis.

Erik Peterson is a financial advisor with CS Planning Corp who holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining CS Planning Corp in 2023, he has been involved with Planmember Securities Corporation and Financial Alternatives since the late 1990s. Outside of financial services, he owns and operates Erik Peterson Orchards, a cherry orchard in Wenatchee, WA. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, and various organizations. The firm employs a multi-advisor model and manages diversified portfolios tailored to clients’ risk tolerance and goals through systematic strategies and ongoing monitoring.

Christopher Avey is an investment advisor at CS Planning Corp with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Washington Trust Bank and Cetera. Outside of investment advisory roles, he owns Medigap Plans of Pacific NW, LLC, which offers Part D prescription plans. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to individuals, businesses, retirement plans, and nonprofit entities. The firm employs a multi-advisor model to deliver diversified, systematically managed portfolios tailored to client risk tolerance and objectives.

Joshua Mayr is a financial advisor with CS Planning Corp holding a Series 66 designation and seven years of industry experience. He has worked at firms including PlanMember Securities Corporation and Financial Alternatives. Outside of his advisory work, he coaches football for 7th graders at Eastmont School District. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model that constructs diversified portfolios with systematic rebalancing tailored to client risk tolerance and goals.

Thomas Velickoff is a financial advisor at Tucker Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management since 2022, following five years at Brookstone Capital Management. Outside of his advisory role, he is involved in Global Prosperity, LLC dba The Solution People, providing life insurance retirement plans and investment advisory services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management and financial planning. The firm uses a top-down, macroeconomic asset-allocation process and integrates a range of strategies, including growth, fixed income, alternative investments, and direct indexing.

Eric Flaten is a financial advisor at Simplicity Wealth with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LifePro Asset Management, Sowell Management, Morgan Stanley, and Wells Fargo Investments. Outside of his advisory work, he serves as treasurer of the Legacy Landing Homeowners Association and provides college planning services through a separate business. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering customizable model portfolios and a technology-driven platform for advisers.

Robert Johnson II is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He has been with the firm since 2005. Outside of his advisory role, he serves as a trustee for the Wenatchee Valley WMCA, a health and fitness organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm adheres to fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, equity research, and comprehensive financial planning.