Top multi-generational wealth transfer 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®-credentialed financial advisor with seven years of industry experience. He currently works at LPL Financial and previously spent seven years at Edward Jones. Outside of his advisory career, Roy is the owner and instructor of Shinju Dojo Aikido, a martial arts school in Longview, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management options.

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 with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes a role at KeyBank NA and several years in education at Central Washington University and local schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside related banking and capital markets entities.

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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Bonikos is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients build, manage, and optimize their wealth through clear and disciplined strategies tailored to their goals. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. George's approach is rooted in curiosity, discipline, and a drive for continuous improvement. He aims to be a trusted partner for clients navigating complex financial decisions and planning for their financial futures. George holds a Bachelor of Science degree in Economics from Hunter College and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys adventure sports, camping, chess, cooking, fishing, hiking, music, reading, rock climbing, and spending time with his family.

Carson Leydecker is a CFP® professional with two years of industry experience, currently affiliated with Kintra Wealth, LLC. He has held positions at Kintra Wealth and Mutual Securities, Inc. since 2026 and previously worked at Loring Advisory Group and Commonwealth Financial Network. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm combines client interviews and document review with model-driven asset allocation and fundamental security analysis to implement tax-efficient investment strategies on a household basis.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.