Independent financial advisors working with young professionals in Renton, WA

Carlton Ellis is a financial advisor at Chimera Wealth LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Nobles and Richards, Inc. and Landolt Securities, Inc. Ellis was involved with In House Hemp LLC from 2019 to 2021. Chimera Wealth serves individual and high-net-worth clients, providing portfolio management, financial planning, pension consulting, and held-away portfolio consulting. The firm combines strategic and tactical model allocations using a mix of analytical approaches and offers unique services such as subscription-based portfolio reports and digital asset access.

Charles Taylor Jr. is a financial advisor with LPL Financial in Renton, WA, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at JP Morgan Securities, Bank of America, Merrill, and MassMutual Life Insurance Company. He currently offers investment products and services through LPL Financial under the trade name Global Retirement & Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and advanced research tools.

Edward Harris is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entity since 2010. Outside of his advisory role, he owns and operates NorthWest Tax Specialists, a tax preparation business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Danxia Zhen is a Senior Financial Advisor at Merrill Lynch Wealth Management in Boston. She provides personalized wealth management strategies, drawing on the investment insights of Merrill and the banking and lending solutions of Bank of America, to help clients pursue their long-term financial goals. Her client focus areas include college education planning, family wealth management strategies, legacy planning, philanthropic planning, portfolio management services, and tax minimization, among others. Danxia holds a Bachelor's Degree from George Washington University and a Master's Degree from the University of Massachusetts System. She carries professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English, Mandarin, and Yue (Cantonese), she follows the Merrill tradition of community involvement through volunteer work. Outside of her professional activities, Danxia enjoys boating, cooking, hiking, traveling, and practicing yoga.

Daryl Miller is a financial advisor with Continental Investors Services, Inc. in Renton, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes prior roles at Sweetwater Investments, Inc., RA Bench, Inc., and Financial Resources Group. Continental Investors Services, Inc. primarily serves individual retail clients with investment advisory and portfolio management services focused on securities management and trading, including fixed income and municipal markets. The firm emphasizes discretionary and non-discretionary investment account management rather than comprehensive financial planning.

Donald Harris is a financial advisor at Beaird Harris with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Beaird Harris Wealth Management, Inc. since 1996, as well as Beaird Harris & Co P.C. since 1989. Outside of his advisory role, he serves as a managing officer and trustee for several trusts and management companies. Beaird Harris Wealth Management, LLC is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs Modern Portfolio Theory with diversified asset-class exposure primarily through low-cost mutual funds and ETFs, and it offers alternative investments and tax-managed strategies.

Katie Strother is a CFP® and holds a Series 65 license with 11 years of experience in the financial industry. She has worked at Curi Capital since 2022 and previously spent seven years at Park Ridge Asset Management. Outside of her advisory role, she serves as a nursery room leader at Peace Church and is the head coach for the varsity girls soccer team at Wilson Christian Academy. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of portfolio management strategies and client types.

Jill Raderstorf is a financial advisor at Aptus Financial, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Hamilton Capital, LLC and Fifth Third Bank. Outside of her advisory role, she serves as an unpaid advisor to Accelerating Angels, a venture investment firm focused on high-growth, women-owned businesses, where she assists with building due diligence processes. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm emphasizes financial planning over discretionary portfolio management, supporting clients with passive, long-term indexing strategies, structured educational programs, and subscription-based ongoing support.

We’re built for families! We focus on bridging generations to connect families and their finances. As Baby Boomers, you created more wealth than any generation before you. Now in your retirement years, the economic expansion that aided your careers doesn’t feel as robust. You worry about your savings lasting a lengthy life expectancy. You also worry that your children and grandchildren will be the first generation to not have it better than the generation before them. Our goal is to solve both problems. Our structure allows us to provide the same great advice whether you have a lifetime of savings or you are just starting out. That means we can work with multiple generations, and where appropriate, find opportunities to coordinate across generations while maintaining privacy and independence. I am a millennial myself with over a decade of experience helping retirees with personal finances. That combination of youth and experience gives me an advantage over many of the advisors out there. My youth, to retirees, means I am likely to be around for the entirety of your retirement. All those plans you made with your advisor, will be executed by the advisor that helped you plan them. If that includes an inheritance, good news because I want to work with your heirs too! To a younger generation, you get an advisor you can relate to who doesn’t treat your problems as less significant because you don’t have the same level of assets. Just because I’m young, doesn’t mean I’m green! I was previously the Practicing Partner of a wealth management firm focused solely on retirees. As the lead portfolio manager, I oversaw almost $500 million in client portfolios. That experience means I’ve guided and advised clients through every stage of a successful retirement. It also means I know what a successful retirement looks like. As I’ve always said, best laid plans begin with the end in mind, so my experience serves just as well early in your journey to financial independence. I started my own firm because I saw an increasing need to reconnect families and their finances. Grandparents are providing child care, children are providing elderly care, and everyone is chipping in to pay for education. As much as ever families need each other, and our program is specifically designed to be prepared when they do.

Michael Grinnell is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Merrill since 1978 and has been affiliated with Bank of America since 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm leverages a broad range of program strategies and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

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.

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.

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.

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.