Flat-fee, equity Recipients (RS/RSU, SOP, ESPP) financial advisors in Oregon

Devin Harrigan is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Farther since 2025. Prior to joining Farther, he spent over two decades at Ascent Capital Management LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates via a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary model portfolios and algorithmic rebalancing, primarily with ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal review.

Shannon Grant is a financial advisor at Roehl & Yi Investment Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Roehl & Yi in 2021, he worked at Advised Assets Group LLC from 2006 to 2017. Roehl & Yi Investment Advisors, LLC is an SEC-registered wealth management firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm combines fundamental analysis with an asset-allocation framework based on Modern Portfolio Theory and offers discretionary portfolio management with ongoing reviews.

Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Rebecca Rohleder is a financial advisor at Human Investing with 13 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Human Investing in 2025, she worked at TIAA-CREF and Tiaa for ten years, as well as at LPL Financial and Hornor, Townsend & Kent, LLC. Human Investing serves individual clients, including high-net-worth individuals, and retirement plan sponsors by providing comprehensive financial planning, portfolio management, tax consulting, and workplace advisory services. The firm employs a fee-only fiduciary model and commonly uses broadly diversified, low-cost index funds and ETFs, including direct indexing through a Vanguard Personalized Indexing relationship.

Rahul Shah is a financial advisor at Red Spruce Capital, LLC in Corvallis, OR, with 17 years of industry experience. He holds a Series 65 designation and has been with Red Spruce Capital since 2014. Red Spruce Capital provides discretionary investment management and advisory services to individuals, trusts, estates, and corporations, emphasizing customized portfolio construction and a long-term investment approach. The firm is notable for its use of borrowing strategies in separately managed accounts and manages approximately $257 million across 143 client accounts.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Jorden Bastien is a financial advisor at LifeSteps Financial with 14 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial, formerly Foothill Financial Advisors, since 2012. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory and financial planning services alongside bill payment and reconciliation and a short-term cash management program for high-net-worth clients.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.

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, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Amanda is also involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad platform of portfolio management styles and affiliated research.