Flat-fee, passive / index 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.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

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.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Ryan Vollweiler is a CFP® professional with 22 years of industry experience. He is currently with Schwab Wealth Advisory Inc., having worked there since 2021, and has been affiliated with Charles Schwab & Co., Inc. since 2017. His prior experience includes roles at VOYA Financial Advisors, Cetera Advisors LLC, Equitable Advisors, and Valic Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance, while trades are executed only with client authorization.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

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.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.