Seasoned, business Financial Management financial advisors in Bellevue, WA

Justin Young is a financial advisor at Opal Advisors in Bellevue, WA. He holds a Series 65 designation and has been with Opal Advisors since 2025. Prior to his advisory role, he spent ten years at Flow Fitness. He is also the founder of Kahu LLC, a technology company based in Seattle, where he develops the business plan. Opal Advisors is an SEC-registered, fee-based investment adviser managing approximately $121.5 million for about 221 clients. The firm serves individuals, small businesses, and retirement plans, offering discretionary portfolio management, integrated financial planning, and pension consulting.

Adam Droker is a financial advisor at Waterrock Global Asset Management in Bellevue, WA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Waterrock Global Asset Management since 2011. Outside of advisory work, he is active as president of the Bellevue Kiwanis Club and is involved in local youth sports as a softball and little league umpire and as a fundraising director. Waterrock Global Asset Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies including passive, tactical, and actively traded models, utilizing fundamental, technical, quantitative, and qualitative analysis, with discretionary authority commonly granted by clients.

Trevor Foster is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Farmers Insurance/Tru Family Agency LLC, and WFG. He is also the owner of Foster Family Freedom LLC, an investment-related entity. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and an RIA, providing a range of discretionary and non-discretionary investment programs.

Jay Porter is a financial advisor with Realta Investment Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. He has been with Realta Investment Advisors and its affiliated firm, Realta Equities, Inc., since 2015. Prior to that, he operated Porter Advisory Group, a stock broker DBA based in Sammamish, WA. Realta Investment Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, pension and profit-sharing plans, and various institutional clients. The firm emphasizes individualized advice based on client goals, risk tolerance, and time horizon, implementing diversified investment strategies across multiple asset classes and utilizing third-party manager programs and aggregation platforms.

Esther La Marche is a financial advisor at Wealth Enhancement Advisory Services, LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The H Group Washington, Inc. and Harvest Capital Advisors, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and uses a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.