Top social Security optimization financial advisors 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.

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.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.