Top financial advisors working with high-net-worth individuals in Klamath Falls, OR

Scott Mahan is a financial advisor at Osaic Advisory Services, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors. In addition to his advisory role, he is involved in fixed insurance sales on a limited basis. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers a variety of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Christopher Stone is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Edward Jones for four years and spent seven years at Columbia Forest Products. Stone serves on the Board of Directors for the Klamath-Lake County Food Bank. Ameriprise offers specialized retirement-income planning services targeting individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Bethany Simpson is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She holds a Series 66 designation and is based in Klamath Falls, OR. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Autumn Armbruster is a financial advisor at MSP Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked at MSP Wealth Management since 2007, including prior roles at Avantax Investment Services, Avantax Advisory Services, and 1 St Global Advisors. MSP Wealth Management is an SEC-registered, team-based investment adviser serving individuals, trusts, partnerships, corporations, and other business entities. The firm offers customized fiduciary advice through its MSP Wrap Fee Program, combining asset allocation, fundamental and technical analysis, and both long- and short-term trading strategies.

Jennifer Scanlan is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2016. Outside of her advisory role, she serves on the boards of several local nonprofit organizations, including the Sky Lakes Medical Center Foundation and the Klamath Community Leadership Foundation, and is involved with the Rotary Club in Klamath Falls, OR. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, and a private wealth program for clients with significant net worth.

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.