Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

firm logo

Skyler H

Series 66

Camas, WA

Edward Jones

Skyler Hutchinson is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked with the Portland Trail Blazers and was involved with Island Cafe. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Active portfolio management Retired Founder/Business Owner Executive
user avatar
firm logo

Eric O

Series 66

Vancouver, WA

Raymond James Financial

Eric Oldham is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years. Oldham briefly operated PDX Wealth Management, focusing on non-variable insurance sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and it supports a wide range of advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Jennifer D

Series 66

Vancouver, WA

Edward Jones

Jennifer Dole is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She has worked at Edward Jones since 2022 and has prior work experience in delivery services with Door Dash and Grubhub. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Marc A

Series 65

Camas, WA

Fisher Investments

Marc Abell is a financial advisor at Fisher Investments with 20 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2001. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process with quantitative and qualitative analysis to manage globally diversified portfolios and uses a variety of risk management techniques.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Jared T

Series 66

Sandy, OR

LPL Financial

Jared Tjaden is a financial advisor with LPL Financial in Sandy, Oregon, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for eight years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with EUC Inc., a business entity reported for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Eric S

Series 66

Vancouver, WA

Merrill

Eric Schwartz is a financial advisor with Merrill in Vancouver, WA, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2018. Prior to his financial services career, he was employed at Ningbo Dahongying University from 2012 to 2016. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management encompasses multiple strategy types and manager-constructed portfolios, with oversight from its CIO and emphasis on tax-efficient services, supported by deep integration with Bank of America affiliates.

Tax-loss harvesting Active portfolio management Wealth management
user avatar
firm logo

John H

Series 63, Series 65

Camas, WA

Ameriprise

John Horvath is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Ameriprise and its affiliates since 1996. Outside of his advisory role, he serves as president of the Frank and Donna Patton Foundation. Ameriprise provides a retirement-income planning service targeting clients with significant investable assets, offering written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis to support clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
firm logo

Robert B

Series 66

Camas, WA

Edward Jones

Robert Barber Jr. is a financial advisor at Edward Jones in Camas, WA, with seven years of industry experience. He holds the Series 66 designation and previously served as a pastor at St Matthew Lutheran Church, providing services, counseling, and leadership to the board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Divorce financial planning Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
user avatar
firm logo

Lauren R

Series 65

Camas, WA

Fisher Investments

Lauren Riley is a financial advisor at Fisher Investments with a Series 65 designation and three years of industry experience. She has been with Fisher Investments since 2019. Prior to her advisory career, she worked in education and with the Spanish Ministry of Education. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware processes and defensive tactics.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Allen Paul A

Series 63, Series 66

Vancouver, WA

Ameriprise

Allen Paul Agol is a financial advisor at Ameriprise with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at KeyBank NA, Provident Credit Union, PEPSICO, and Abu Dhabi Commercial Bank. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar
firm logo

Brenden S

Series 65

Camas, WA

Fisher Investments

Brenden Sornson is a financial advisor at Fisher Investments with six years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2019. His prior work history includes roles at Aerotek Staffing, Alliance Insurance Group, and Tilly's Clothing Store. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Randolph B

Series 63, Series 65

Clackamas, OR

LPL Financial

Randolph Byrd is a financial advisor with LPL Financial in Clackamas, Oregon, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with LPL Financial since 2004. Byrd also operates a DBA business under Byrd Financial Group related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Ethan B

Series 63, Series 65

Vancouver, WA

OSAIC

Ethan Blanchard is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining OSAIC in 2025, he worked at Fisher Investments from 2023 to 2025 and has experience outside the financial sector, including roles at Golf Galaxy and Mountain View High School. OSAIC serves a diverse client base ranging from individual investors to institutions, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build portfolios across various asset classes and offers both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

James F

CFP®, Series 63

Gresham, OR

LPL Financial

James Franceus is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Jeffrey O

Series 63, Series 65

Clackamas, OR

OSAIC

Jeffrey Owens is a financial advisor with OSAIC in Clackamas, Oregon, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Signator Investors, Inc. for 39 years and has been associated with John Hancock Mutual Life Insurance Company throughout his career. Owens is also president of two separate entities, The Business Planning Group and BPG Wealth Management, both investment-related. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm uses various portfolio construction tools and provides access to multiple third-party managers and platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Eric M

Series 63, Series 66

Washougal, WA

LPL Financial

Eric Mazemke is a financial advisor with LPL Financial in Washougal, WA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at JPMorgan Securities LLC, Commonwealth Financial Network, and CUSO Financial Services, LP. He has also been associated with iQ Credit Union since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Bartolomeo L

Series 63, Series 65, Series 66

Happy Valley, OR

Edward Jones

Bartolomeo Lancellotti is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has held roles at Ameriprise, Uber Technologies, Lyft, and From Here to There, Inc. before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Nicole H

CFP®, Series 66

Camas, WA

Fisher Investments

Nicole Haseltine is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She has worked at Fisher Investments since 2017 and was previously with Lincoln Financial Advisors Corporation from 2014 to 2017. She is based in Camas, WA. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment decision process and utilizes tax-aware strategies and various risk management techniques to manage diversified portfolios.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing Options & derivatives strategies Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Lance I

ChFC®, Series 63

Clackamas, OR

LPL Financial

Lance Iverson is a financial advisor with LPL Financial in Clackamas, Oregon. He holds the ChFC® designation and Series 63 license and has 35 years of industry experience. Prior to joining LPL Financial in 2004, he worked at WS Griffith Securities, Inc. for one year. He also operates under the DBAs Byrd Financial Group and Oak Tree Financial in Portland, Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar
firm logo

Shawn W

Series 63, Series 66

Vancouver, WA

Raymond James Financial

Shawn Weidmann is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and U.S. Bancorp Investments. Outside of his advisory work, he serves as a director of the Camas Whiskey Club, where he helps organize events and participates in charitable activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)