Top advisors focused on women business owners in Washington

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.

Pranam Tamrakar is a financial advisor at Merrill with one year of industry experience and holds the Series 66 designation. He has been affiliated with Merrill since 2006 and also has experience with Bank of America, N.A. since 2024. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm operates with multiple investment program strategies and emphasizes tax-efficient solutions, supported by its integration with Bank of America’s broader financial platform.

Ligaya Choo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 5 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. Prior to her current role, she accumulated extensive experience within the same organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating with a non-discretionary program that relies on an in-house manager solutions team and a centralized due-diligence framework.

Katheryne Mcmillan is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. for 15 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Erkki Peippo is a financial advisor at Concorde Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial Inc. and through his own CPA firm. Outside of advisory work, he is involved in farming through Peippo Farms and operates as an insurance agent. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm uses a model-based portfolio construction approach with in-house and external strategists, offering alternative investments and ERISA plan services.

Alberto Boulton is an International Wealth Advisor at Merrill Lynch Wealth Management. He began his career in financial services after moving to Miami and joining Merrill in 2016. Alberto initially served as a Registered Client Associate and later transitioned to a client-facing role as a Financial Advisor. His responsibilities include securities trading, accounts rebalancing, reconciling trades and settlements, evaluating investment opportunities and strategies for clients, and performing client reviews. Alberto holds a Bachelor's Degree in Finance and International Business from Florida International University and a Master's Degree in Finance from the University of Miami. He also earned the Certified Private Wealth Advisor (CPWA) designation granted by the Investments & Wealth Institute in conjunction with Yale University. His expertise spans family wealth management strategies, legacy planning, liquidity management, managing new wealth, portfolio management services, small business strategies, special needs planning strategies, as well as women and wealth. Born in Caracas, Venezuela, Alberto lived most of his life there before moving to the Dominican Republic and later to Miami. His multicultural background aids him in understanding client needs and navigating financial markets. Outside his professional life, Alberto enjoys spending time with his family, as well as engaging in activities such as baseball, boating, camping, golfing, hiking, horseback riding, skiing, tennis, and traveling.

Kelly Lynch Moloney is a CFP® and holds a Series 65 license with four years of industry experience. She is currently with Palisade Capital Management, LP and previously worked at Orange Investment Advisors, Inc. and Hudson Valley Investment Advisors, Inc. Palisade Capital Management, LP is an SEC-registered adviser managing approximately $4.2 billion for a variety of individual and institutional clients. The firm employs a research-intensive, bottom-up investment process across equity and convertible strategies and offers discretionary portfolio management, customized account restrictions, and tailored fee arrangements.

Women often take career breaks for caregiving, have lower lifetime earnings, and live longer, all of which can affect long-term financial stability. We get it. You’re not thinking about just getting by in retirement - you want to thrive. You want more freedom and peace of mind and want to truly enjoy life both now and in the future. I've taken a unique path in traveling the world for 6-months, have traveled to over 30 countries and went from banking in Chicago for 15 years to doing financial planning at wineries in Napa Valley. I'm here to support you wherever your life and unique journey - take you! Whether you're planning/preparing for retirement, want to travel more, retire early, start your own business, are managing a career change, or balancing caregiving responsibilities - I use my passion and 25+ years of finance experience working with trust clients, 401(k) investments and financial planning to build a customized financial plan and investment portfolio that’s based on your unique situation, goals and aspirations. We believe everyone deserves access to financial advice and help a range of clients. Please don't be shy in reaching out and setting up a complimentary consultation. We promise to talk about money in an easy-to-understand and 100% judgement-free zone. It’s possible - we can make talking about money fun! I love working with clients virtually across the nation and am active on LinkedIn - you can also check me out and get to know me more there! Education: University of Illinois at Urbana Champaign - Bachelor of Science, Finance Northwestern University Kellogg School of Management - MBA, Finance & Strategy

Willa Lande is a financial advisor at Edward Jones in Hamilton, MT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Melissa George is a financial advisor with InvestHER Fiduciary Solutions, LLC in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has led Melissa L. George & Associates since 2006. Her outside activities include serving as Board Chair of the House Proud Non-Profit and as a board member of Girls Inc. Atlanta. InvestHER Fiduciary Solutions primarily serves employer-sponsored retirement plans and institutional assets, offering fiduciary advisor services, participant education, and financial planning for business owners and retirees. The firm combines fiduciary oversight with investment management through a partnership with StreamSong Advisors, providing a range of billing options and participant-focused education.