Top passive / index investing financial advisors in Othello, WA

Stephen Ashton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. His prior roles include positions at Generational Planning Strategies and Capital Financial Services, Inc. He is also involved in an insurance agency business, AFG Brokerage LLC, in Othello, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Cyril Bahadoor is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes positions across various sectors, such as hospitality and education. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Tony Ashton is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Century Planning, Inc., Generational Planning Strategies, LLC, Capital Financial Services, Inc., and AFG Brokerage, LLC. Outside of advisory work, he is involved with Ashton Financial, LLC, an insurance business based in Othello, WA. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs discretionary portfolio management with fundamental and technical analysis, model portfolios, and third-party manager solutions, often integrating financial planning with investment management.

Shane Hoff Williams is a financial advisor with Edward Jones in Moses Lake, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages a vacation rental property in Rockaway Beach, OR. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and advisory services. The firm has approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide.

Shawn Logan is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at GWN Securities since 2013 and has a background in insurance, having operated his own insurance agency for several decades. In addition to his advisory role, Logan serves as chairman of the Adams County Development Council and was mayor of Othello, Washington. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers with strategies that include market-timing and momentum-based approaches alongside traditional asset allocation frameworks.

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.