Top tax-loss harvesting financial advisors in Coos Bay, OR

Justin Vance is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at First Community Credit Union and WaFd Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by technology tools for research and operations.

Donald Peabody is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2023, he worked at FSC from 2021 to 2023 and Umpqua Investments, Inc. from 2002 to 2021. Peabody also serves as a senior pastor at Hope Christian Church, where he conducts Bible studies and pastoral duties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and corporations, offering brokerage and advisory services through a network of affiliated advisors. The firm employs asset-allocation tools, risk tolerance assessments, and automated portfolio rebalancing across various investment products.

Megan Allen is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has a longer tenure at Wells Fargo Bank NA starting in 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Joshua Snoddy is a financial advisor at HighRoad Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and operated as a sole proprietor prior to his current role. Outside of advisory services, he is a 50% owner of HighRoad Real Estate, LLC, a commercial real estate management business. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and constructs portfolios based on asset allocation and Modern Portfolio Theory principles.

Pamela De Jong is a financial advisor with Edward Jones in Coos Bay, OR, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked at Edward Jones since 2014 and has been affiliated with Southwestern Oregon Community College since 2008. Outside of her advisory role, she serves on multiple local boards and committees focused on economic development, small business support, and advocacy for women. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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.

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.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.