CFP®-certified, options & derivatives strategies financial advisors in Pendleton, OR

James Hurst is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Osaic in 2024, he worked for Securities America Advisors and Securities America, Inc. He serves as a director on the Hermiston School District Board of Education and provides private voice instruction and music production. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Benjamin Buchert is a CFP® with over 21 years of industry experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Buchert serves as a director for the Pendleton Cattle Barons, a nonprofit organization that raises funds for college scholarships for students pursuing careers in agriculture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Jerrod Spriet is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with LaSalle St. Investment Advisors since 2012 and is also president of Trustime, Inc., a consulting business that serves as a third-party administrator for retirement plans. Jerrod has a longstanding involvement with Capps Broadcast Group dating back to 1995. LaSalle St. Investment Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering both discretionary and non-discretionary asset management alongside financial planning and qualified plan consulting. The firm employs a range of investment strategies using various asset classes and is notable for its predominance of non-discretionary assets and structured fee-sharing arrangements with third-party managers.

Lisa Newman is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She has been with D.A. Davidson & Co. since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Marcella Haines is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 45 years of industry experience. She has been with LPL Financial and its predecessor firm since 1990. Haines is also a speaker and educator on retirement topics at Eastern Oregon University and local libraries. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

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.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.