Top financial advisors working with young professionals in Auburn, WA

Paul Sharp is a financial advisor with Thrivent Investment Management in Auburn, WA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Acorns, J.P. Morgan Securities, and Fidelity Investments. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering goal-based analyses and written recommendations on a broad range of planning topics without including implementation. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping these services separate.

Lucas Ladd is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously held roles at Sunamerica Retirement Markets, Inc. and AIG Capital Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Jarren Mc Niesh is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked at multiple firms including Avantax and Hillard Wealth Service, where he has provided income tax preparation and financial consulting services. In addition to his advisory work, Mc Niesh is involved in tax preparation and annuity sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Ann Scott is a financial advisor with Ameriprise in Auburn, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Junqing Sun is a financial advisor at J.P. Morgan Securities with three years of industry experience. They hold a Series 66 designation and have worked at Merrill, Bank of America, and Raymond James prior to joining J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Donald Harris is a financial advisor at Beaird Harris with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Beaird Harris Wealth Management, Inc. since 1996, as well as Beaird Harris & Co P.C. since 1989. Outside of his advisory role, he serves as a managing officer and trustee for several trusts and management companies. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and it offers alternative investments and tax-managed strategies.

Katie Strother is a financial advisor with Curi Capital, LLC in Raleigh, NC, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. Her prior experience includes roles at Park Ridge Asset Management and Curi RMB Capital LLC. Outside of her advisory work, she is involved in her community as a nursery room leader at Peace Church and serves as a varsity girls soccer coach at Wilson Christian Academy. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary and third-party strategies across equity and fixed income, and offers a range of services including wealth management and specialized offerings for medical professionals.

Jill Raderstorf is a financial advisor at Aptus Financial, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Hamilton Capital, LLC and Fifth Third Bank. Outside of her advisory role, she serves as an unpaid advisor to Accelerating Angels, a venture investment firm focused on high-growth, women-owned businesses, where she assists with building due diligence processes. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, supporting clients with passive, long-term indexing strategies, structured educational programs, and subscription-based ongoing support.

We’re built for families! We focus on bridging generations to connect families and their finances. As Baby Boomers, you created more wealth than any generation before you. Now in your retirement years, the economic expansion that aided your careers doesn’t feel as robust. You worry about your savings lasting a lengthy life expectancy. You also worry that your children and grandchildren will be the first generation to not have it better than the generation before them. Our goal is to solve both problems. Our structure allows us to provide the same great advice whether you have a lifetime of savings or you are just starting out. That means we can work with multiple generations, and where appropriate, find opportunities to coordinate across generations while maintaining privacy and independence. I am a millennial myself with over a decade of experience helping retirees with personal finances. That combination of youth and experience gives me an advantage over many of the advisors out there. My youth, to retirees, means I am likely to be around for the entirety of your retirement. All those plans you made with your advisor, will be executed by the advisor that helped you plan them. If that includes an inheritance, good news because I want to work with your heirs too! To a younger generation, you get an advisor you can relate to who doesn’t treat your problems as less significant because you don’t have the same level of assets. Just because I’m young, doesn’t mean I’m green! I was previously the Practicing Partner of a wealth management firm focused solely on retirees. As the lead portfolio manager, I oversaw almost $500 million in client portfolios. That experience means I’ve guided and advised clients through every stage of a successful retirement. It also means I know what a successful retirement looks like. As I’ve always said, best laid plans begin with the end in mind, so my experience serves just as well early in your journey to financial independence. I started my own firm because I saw an increasing need to reconnect families and their finances. Grandparents are providing child care, children are providing elderly care, and everyone is chipping in to pay for education. As much as ever families need each other, and our program is specifically designed to be prepared when they do.

Michael Grinnell is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2015, he has brought a problem-solving approach influenced by his background in Mechanical Engineering, earned from Santa Clara University. Michael concentrates on business development, marketing, and engaging with the next generation of clients. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and small business strategies. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Outside of work, Michael enjoys a range of outdoor activities such as fishing, golfing, hiking, hunting, music, rock climbing, running, skiing, surfing, and tennis. He is actively involved in the community through organizations like St. Anthony Organization and The Covenant House California.