CFP®-certified, equity compensation tax strategy financial advisors in Silverdale, WA

John Moroney is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Steven Finnegan is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously operated his own firm, Steven Finnegan, LLC, from 2014 to 2021. His background also includes long-term roles with Waddell & Reed, Inc. and various insurance carriers. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Steven Bentley is a financial advisor with Ameriprise in Silverdale, WA, holding a Series 66 designation and 11 years of industry experience. He previously worked at LPL Financial and owned The Montane Group, Inc., a business used to employ family members and maintain a 401(k) plan for staff. He also serves as a mentor for the Northwest Environmental Training Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm employs a centralized service team and a defined investment approach that includes asset allocation and tax-aware withdrawal strategies.

Deanna O'neal is a financial advisor at Vanderbilt Advisory Services with Series 63 and Series 65 qualifications and three years of industry experience. She has worked previously with Transamerica Financial Advisors, Inc. and has been involved with KI Financial, LLC as a financial coach and educator, where she teaches money management and budgeting and assists clients with debt reduction and financial challenges. Vanderbilt Advisory Services serves a diverse clientele including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management and integrates strategic asset allocation with fundamental and technical analysis, supported by a unique combination of advisory, plan administration, and brokerage services.

Philip Mc Ewen is a financial advisor with J.P. Morgan Securities in Silverdale, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Wamu Investments and Edward Jones. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

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, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

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 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.