Top concentrated stock management financial advisors in Kelso, WA

Conner Wallace is a financial advisor at Geneos Wealth Management, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Anderson and Anderson Advisory LLC and Statco-DSI. Outside of his advisory role, Conner serves as an assistant basketball coach at RA Long High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension, and profit-sharing plans, managing over $5.5 billion in client assets. The firm offers financial planning, portfolio management, and referrals to third-party money managers, employing a range of strategies including fundamental and technical analysis, with options for customized or model-based portfolios.

Rachelle Keith is a financial advisor with LPL Financial in Kelso, WA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. Her prior roles include positions at Red Canoe Credit Union, Cuna Mutual Group, and Cuna Brokerage Services, Inc. She is involved with the Red Canoe Financial Group in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Terry Grambo is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and Cetera since 2023. Outside of his advisory role, he is a partner in Mandatory LLP, a media business providing online training, and also offers notarial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services, with access to both affiliated and third-party investment managers.

Daniel Alexander Jr. is a financial advisor with Edelman Financial Engines, holding a Series 65 credential and eight years of industry experience. He has previously worked at US Bank and Stangier Wealth Management. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Nolan Brudi is a financial advisor with Edward Jones in Longview, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at American Riviera Bank and Procore Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Stephen Harris is a financial advisor at Fisher Investments with a Series 65 designation and one year of industry experience. Prior to joining Fisher Investments in 2023, he worked for Fiba Basketball and East Stroudsburg University. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides sub-advisory and retirement plan services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Chad Clay is the sole advisor at Glass City Capital Management, LLC in Maumee, OH, holding a Series 65 credential with seven years of industry experience. Before founding his firm in 2018, he worked as an investor and previously served for eleven years with the City of Springfield, Illinois Fire Department. His background includes experience as a firefighter and EMT. Glass City Capital Management is an independent, fee-only firm providing discretionary investment management focused on long-term capital appreciation for individuals and various entities. The firm emphasizes a concentrated, actively managed equity strategy built around a core “best ideas” approach, typically holding five to forty individual securities with a preference for large-cap companies.