Large-firm, ESG / Sustainable investing financial advisors in Oak Harbor, WA

Michael Herlevi is a financial advisor at TCFG Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Heritage Bank/Whidbey Island Bank prior to joining TCFG in 2021. In addition to his advisory role, he is also an insurance agent with TCFG Insurance Solutions. TCFG Investment Advisors manages approximately $639 million in client assets and serves individuals, profit-sharing plans, charities, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, employing a range of analytical strategies and reviewing portfolios annually to align with client objectives.

Andrew Lee is a CFP® professional with five years of industry experience, currently associated with LPL Financial. His work history includes roles at Global Credit Union, Kestra Advisory, and Milliman, Inc. In addition to his financial advisory work, he is engaged in tax preparation and bookkeeping through Misty Mountains BookKeeping. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by advanced research tools and a broad platform of financial products.

Cynthia Casey is a financial advisor with Edward Jones in Oak Harbor, WA, holding the Series 63, 65, and 66 licenses. She has 29 years of industry experience, including prior roles at Wells Fargo Clearing and a decade spent as a homemaker. Outside of her advisory work, she is vice president of Merry Heart Chicks, LLC, a holding company formed for potential future property acquisitions. 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 advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Leonard Radziwanowicz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team that collaborates with affluent clients—including business owners, executives, tech leaders, and multi-generational families—to invest, grow, and transfer wealth effectively. Leonard employs a goals-based wealth management approach, customizing portfolios to align with clients’ unique goals, time horizons, and priorities, and coordinates comprehensive strategies with clients’ tax and legal advisors to enhance tax efficiency and support wealth transfer objectives. With more than 18 years of experience in wealth management and investing, Leonard joined Merrill Lynch in 2002 following a 20-year career as an Officer in the U.S. Coast Guard. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Leonard earned a Bachelor of Science in Economics and Management from the U.S. Coast Guard Academy, a Master of Business Administration from the University of New Orleans, and a Master of Public Administration from Seattle University. Leonard and his wife Lisa have lived in Seattle since 1988, where they raised their son. He has served on the Board of Directors for Pioneer Human Services and supports local organizations focused on youth and combating homelessness. Outside of work, Leonard enjoys outdoor activities such as boating, camping, hiking, biking, skiing, and paddleboarding, reflecting his connection to the Pacific Northwest.

Michael Moore is the sole advisor at Peak Investments in Oak Harbor, WA, holding Series 63 and Series 65 credentials with seven years of industry experience. He has operated a related business, Retirement Income Planners, since 2015, focusing on insurance products such as fixed and equity-indexed annuities. Peak Investments is an independent advisory practice serving individuals, small businesses, and sponsors of qualified retirement and profit-sharing plans. The firm offers personalized investment management and financial planning, emphasizing discretionary portfolio management, retirement planning, and plan-sponsor consulting.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

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.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

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.

Kayla Wheeler is a financial advisor with Primerica Advisors in Madison, WI, holding Series 63 and Series 65 credentials and one year of industry experience. She has worked at Primerica Advisors since 2024 and has prior experience with Spectrum Brands and Lakeside Foods. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.