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® and holds a Series 66 license with four years of industry experience. He currently works at Arrowstone Wealth, LLC and has previous experience at firms including U.S. Bancorp Investments, Inc. and Wealthcare Asset Management, LLC. Cole is also active as an insurance agent through American Tax Strategies, LLC. Arrowstone Wealth, LLC provides discretionary portfolio management and customized financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a tailored Investment Policy Statement and focuses on longer-term holdings while monitoring accounts regularly.

Sean Gross is a CFP® certificant with 34 years of experience in the financial services industry. He currently serves as the sole advisor at Telos Wealth, where he has worked since 2007 through affiliated entities. Gross is also a managing member and co-owner of Telos Real Estate Holdings, LLC, a private company managing commercial office property in Wenatchee, WA. Telos Wealth is a fee-only advisory firm serving individual clients, broker/dealers, retirement plans, charitable organizations, and businesses. The firm employs a blend of fundamental and technical analysis within a modern portfolio theory framework to create diversified portfolios incorporating passive and active funds as well as individual securities tailored to client objectives and risk tolerance.

Cody Gunn is a financial advisor at Arrowstone Wealth, LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Arrowstone Wealth since 2014. The firm provides discretionary portfolio management and customized financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. Arrowstone Wealth manages approximately $53 million for about 45 clients, following a written Investment Policy Statement tailored to each client's objectives and employing fundamental and qualitative analysis with an emphasis on longer-term holdings.

Scott Blaesing is a CFP® with 14 years of industry experience and serves as an advisor at Cascade Wealth Advisors, Inc in Wenatchee, WA. He has worked at ICON Capital & Development since 2007 and is also a principal at Cascade Tax & Accounting, a certified public accounting firm where he dedicates part of his time to 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 based on academic frameworks and uses a buy-and-hold approach primarily with ETFs and mutual funds.

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 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Waddell & Reed, Inc. and various insurance carriers prior to joining Blackburn Financial in 2019. Outside of advising, he is president of SGSA, Inc., a record-keeping business, and owns an apartment complex. Blackburn Financial, LLC provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis across a diverse range of investment instruments.

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 financial advisor at CS Planning Corp with a Series 66 credential and four years of industry experience. She has worked with Planmember Securities Corporation and has been involved with Bronze Star, Inc. and Blue and White Orchards, Inc. Mc Cullough provides investment and retirement planning services through CS Planning Corp and its affiliated firm, Financial Alternatives. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm uses a multi-advisor model to deliver portfolio management and financial planning, employing systematic strategies with ongoing monitoring tailored to each client’s risk tolerance and goals.

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. Prior to joining CS Planning Corp in 2023, he was involved with PlanMember Securities Corporation and Financial Alternatives since 2019. Outside of his advisory roles, he coaches football for 7th graders at Eastmont School District. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to client risk tolerance and goals, monitoring accounts on an ongoing basis and often managing them on a discretionary basis.

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 with Simplicity Wealth, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Simplicity Wealth in 2025, he worked at LifePro Asset Management and Sowell Management. Outside of his advisory work, he serves as treasurer for a 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, and institutional clients. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, combining advisory services with technology solutions and a third-party managed account platform for advisers.

Robert Johnson II is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA, holding a Series 63 designation and 43 years of industry experience. He has been with D.A. Davidson & Co. since 2005. Johnson serves as a trustee for the Wenatchee Valley WMCA, a local 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and private wealth management programs.

Nicholas Alden is a financial advisor at J. W. Cole Advisors, Inc. He holds Series 65 and Series 63 licenses and has been with J. W. Cole Advisors since 2026. Prior to his advisory role, he worked in the insurance and landscaping industries. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individual, high-net-worth, and institutional clients. The firm utilizes both discretionary and non-discretionary management approaches and incorporates a variety of analytical methods and custodial platforms in client solutions.