CFP®-certified financial advisors in Longview, WA

Malcolm Beard is a financial advisor with Edward Jones in Longview, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, iQ Credit Union, and operated his own advisory business, Omega Financial, for seven years. Beard is also involved with IQ Investment Services, offering investment products through LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Roy Gawlick is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He currently works with LPL Financial and previously spent seven years at Edward Jones. Outside of finance, he is an aikido instructor and owner of Shinju Dojo in Longview, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisor representatives and incorporates technology and diverse strategies in its advisory services.

James Mershon is a financial advisor with Calton & Associates, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. for 12 years. In addition to his advisory role, Mershon owns two insurance businesses, Mershon Financial and Traditional Insurance Sales Service, focused on insurance sales and service. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals and risk tolerance across multiple program structures.

Heriberto Regino is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and has prior work history at KeyBank NA as well as positions in education at Central Washington University and local schools. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients. The firm offers multiple wrap programs and integrates model-based portfolio management with custodial and trade execution services, leveraging a multi-provider platform and coordination with KeyCorp affiliates.

Becky Kienzle is a financial advisor with Ameriprise in Longview, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she owns KB Kienzle, LLC, a business specializing in stainless steel and non-ferrous fasteners. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

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.

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.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.