Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

27 advisors near
98837

Out of 400,000+ nationwide

user avatar
firm logo

Garr W

Series 63, Series 65, Series 66

Ephrata, WA

LPL Financial

Garr Webb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2009 and is also the principal of Webb Accountancy Corp., a full-service accounting firm he founded in 1976. Webb is a partner in Evergreen Inn LLC, a 40-unit motel, and in Keder Investments LLC, which owns a commercial office building. 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 portfolios, 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
firm logo

Tyler C

Series 66

Moses Lake, WA

Edward Jones

Tyler Crump is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has prior work experience at Aptive Environmental and GreenLeaf Pest Control, as well as roles with Brigham Young University and the Church of Jesus Christ of Latter-Day Saints. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
firm logo

Jeremy I

Series 66

Ephrata, WA

Edward Jones

Jeremy Iverson is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent twelve years at Big Bend Community College. Iverson holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Troy P

Series 63, Series 66

Ephrata, WA

LPL Financial

Troy Pugh is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he manages a website recognizing Boy Scouts' achievements through MeritBadgeKnot.com and serves as a trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies.

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

Gina J

Series 66

Moses Lake, WA

Edward Jones

Gina Johnson is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she spent 17 years with MLSD 161. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Inheritance planning Business ownership considerations Business succession planning Business Financial Management Founder/Business Owner Educators, Teachers, and Academics
user avatar
firm logo

Samuel R

Series 66

Moses Lake, WA

LPL Financial

Samuel Rathbone is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 designation and four years of industry experience. He has been associated with LPL Financial since 2021 and also provides administrative support to Financial Advocates Investment Management, an independent investment advisor firm. Rathbone previously operated Rathbone Sales for 12 years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms with investment strategies that include discretionary and non-discretionary approaches.

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

Bonnie H

Series 63, Series 65, Series 66

Ephrata, WA

Edward Jones

Bonnie Helvey is a financial advisor with Edward Jones in Ephrata, WA. She holds Series 63, 65, and 66 licenses and has 33 years of industry experience, including 27 years at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary advisory strategies, affiliated mutual funds, and additional services such as tax-efficient overlay and proxy voting under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Retired Founder/Business Owner Executive
user avatar
firm logo

Michael H

Series 66

Moses Lake, WA

LPL Financial

Michael Homer is a financial advisor with LPL Financial based in Moses Lake, WA, holding a Series 66 credential and 23 years of industry experience. He has worked with LPL Financial since 2017 and previously spent 15 years with Waddell & Reed, Inc. He serves on the board of the Moses Lake Community Health Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio strategies and advisor support tools.

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

Tiffany V

Series 63, Series 66

Moses Lake, WA

Edward Jones

Tiffany Vehrs is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Edward Jones from 2013 to 2017 and at Formality, Inc. from 2015 to 2020. Outside of advising, she serves as president of the Columbia Basin Girls Softball Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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

Jessica W

Series 66

Moses Lake, WA

Edward Jones

Jessica Worley is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2024. Prior to her advisory role, she has experience with the Moses Lake School District and Basin Feed & Supply. Outside of finance, she is involved with the FAA Coffee House. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

General retirement planning Doctor or Medical Professional Educators, Teachers, and Academics
user avatar
firm logo

Cyril B

Series 66

Moses Lake, WA

Equitable Advisors

Cyril Bahadoor is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes positions across various sectors, such as hospitality and education. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
user avatar
firm logo

Shane H

Series 66

Moses Lake, WA

Edward Jones

Shane Hoff Williams is a financial advisor with Edward Jones in Moses Lake, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages a vacation rental property in Rockaway Beach, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and advisory services. The firm has approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide.

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

Everett A

Series 66

Moses Lake, WA

Edward Jones

Everett Ashley is a financial advisor at Edward Jones in Moses Lake, WA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Washington Trust Bank, Northwestern Mutual, and Eastern Washington University, as well as involvement with Blue Rouge Garden & Nursery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and a notable nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Early retirement planning Dentist Engineering Professional Women Professionals Widow/Widower
user avatar
firm logo

Matthew M

Series 66

Moses Lake, WA

LPL Financial

Matthew Minter is a financial advisor with LPL Financial in Moses Lake, WA, holding a Series 66 credential and 15 years of industry experience. His work history includes roles at GESA Credit Union and LPL Financial since 2013, and prior experience at Leader Capital Corp. in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning, portfolio management, and institutional platform services.

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

Kameron H

Series 66

Moses Lake, WA

Edward Jones

Kameron Hoff Williams is a financial advisor at Edward Jones in Moses Lake, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, Williams worked at Primerica Financial Services and held positions outside the financial sector, including at Sunland Asphalt and Doordash. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large national network of advisors and branches.

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

Aaron N

Series 66

Moses Lake, WA

Edward Jones

Aaron Norton is a financial advisor at Edward Jones in Moses Lake, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he served as a sergeant with the Washington State Patrol for ten years, overseeing the supervision of state troopers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs with a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
firm logo

Timothy J

Series 63, Series 66

Moses Lake, WA

Edward Jones

Timothy Johnson is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he manages a commercial property business. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of advisors and offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
firm logo

Emma I

Series 66

Ephrata, WA

Edward Jones

Emma Isaak is a financial advisor at Edward Jones in Ephrata, WA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Northwestern Mutual, Gonzaga University, and Digital Factory Inc. Isaak is a partner in a general partnership, Isaak Brothers, connected to her husband's primary business but without active responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a large nationwide advisor and branch network.

Charitable giving & philanthropy Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
user avatar
firm logo

Mark S

Series 66

Ephrata, WA

LPL Financial

Mark Sieverkropp is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. His work history includes roles at RAP Distributing, LLC, Consolidated Electrical Distributors, and his own enterprises, ML Sieverkropp Enterprises, Inc. and Sieverkropp Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and access to various portfolio management options.

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

Robert L

Series 63, Series 66

Ephrata, WA

Edward Jones

Robert Lybbert is a financial advisor with Edward Jones in Ephrata, WA, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Cooper C

Series 66

Moses Lake, WA

LPL Financial

Cooper Correia is a financial advisor affiliated with LPL Financial and holds the Series 66 designation. He has recently begun his career in the industry and also has experience working in education and agriculture. Correia’s background includes roles at Central Washington University and Big Bend Community College, as well as working with Goetz Wheat Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves a range of clients including individuals, retirement plan participants, banks, trust companies, and other institutions, offering diverse investment strategies and financial planning solutions.

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

Jason R

Series 63, Series 66

Ephrata, WA

Edward Jones

Jason Robinson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2025, he worked at Key Investment Services LLC, KeyBank NA, Alto Financial Group, and Primerica. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Business ownership considerations Family Business Business succession planning General estate planning guidance Founder/Business Owner Doctor or Medical Professional
user avatar
firm logo

Roger P

Series 63, Series 66

Ephrata, WA

LPL Financial

Roger Pugh is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2005. Outside of his advisory role, he owns a photography business and serves as co-trustee of a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, trust companies, and other institutions.

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

Justin A

CFP®, Series 66

Moses Lake, WA

Edward Jones

Justin Ashley is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He owns a retail nursery business, Blue Rouge Garden & Nursery, and is a partner in Burls and Botanicals LLC, a pass-through entity holding property for tax purposes, both based in Moses Lake, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients and manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
user avatar
firm logo

Jeffery S

Series 66

Ephrata, WA

J.P. Morgan Securities

Jeffery Sawyer is a Series 66-registered advisor with J.P. Morgan Securities, based in Ephrata, WA, and has 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and accesses a broad range of products, including security-based swaps and futures.

Wealth management Executive Founder/Business Owner
firm logo

James S

Series 66

Moses Lake, WA

Edward Jones

James Shank is a financial advisor at Edward Jones in Moses Lake, WA, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2017, he worked for 18 years with the Moses Lake School District. Outside of finance, he serves as a sports official in his local community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Newlywed/Engaged
firm logo

Roger H

ChFC®, Series 63, Series 66

Moses Lake, WA

Edward Jones

Roger Hochstetler is a financial advisor at Edward Jones in Moses Lake, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 17 years of experience in the industry and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a network of approximately 23,701 advisors and 15,121 branches nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans
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”)