Top social Security optimization 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® credentialed financial advisor with Edward Jones, where he has worked since 2004. He has 22 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Buchert serves as a director for 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 with a wide range of investment and advisory solutions, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Jerrod Spriet is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LaSalle St. Investment Advisors since 2012. In addition to his advisory role, he serves as president of Trustime, Inc., a consulting firm that acts as a third-party administrator for retirement plans. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a focus on a diversified asset mix and comprehensive service options including third-party manager selection and plan consulting.

Lisa Newman is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, wrap fee programs, and a private wealth program for clients with significant net worth.

Marcella Haines is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. She has been with LPL Financial and its predecessor firm since 1990. Haines also serves as a speaker and educator on retirement topics through Vision Retirement Education Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

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.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.