Top financial advisors working with high-net-worth individuals in Ellensburg, WA

Mark Oneil is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked at RBC Capital Markets since 2015 and previously at City National Bank from 2019 to 2023. Outside of his advisory role, he serves as a varsity baseball coach at Kennedy Catholic High School and owns a local weightlifting gym with limited active involvement. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers, and features integrated capital-markets capabilities and alternative investment options.

Brian Leinbach is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Ameriprise since 2005, currently serving clients out of Ellensburg, WA. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Fiske is a financial advisor at Edward Jones in Ellensburg, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he operates a small sole proprietorship offering carpentry and property management services. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options supported by a large network of advisors and branch offices across the United States.

Aaron Beeson is a financial advisor at Seek First Inc. with five years of industry experience. He holds a Series 65 credential and has worked at Seek First since 2021 and with Cambridge Advisor Solutions since 2016. Seek First Inc. serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management and a bundled consulting program that integrates financial, tax, estate, and insurance planning. The firm uses fundamental analysis and modern portfolio theory to develop strategic, buy-and-hold asset allocations tailored to clients’ objectives and risk profiles while coordinating a team of independent professionals to implement customized plans.

Isaac Sullivan is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has worked with Cetera and its affiliates since 2017 and founded Isaac Sullivan Financial in 2022. Outside of his advisory work, he is involved in youth sports as president of the Kittitas County Youth Basketball Club and owner of KC Wildcats Youth Basketball Club, where he manages organizational and training activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and unaffiliated managers across multiple program structures.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. 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 both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

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.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.