Top annuities financial advisors in Wenatchee, WA

James Deich is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. since 2020. Prior to that, he was with Financial Alternatives and PlanMember Securities Corporation from 2016 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts via affiliated managers. The firm is notable for its scale, integrated service model, and multi-asset portfolio approach with centralized custody and operational support.

Kimberly Dunbar is a financial advisor with LPL Financial in Wenatchee, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial and Peoples Bank in 2025, she worked at Edward Jones for five years. She has also been involved with the Lake Chelan Health & Wellness Foundation and the Central Washington Homebuilders Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of adviser representatives, offering a range of advisory programs, financial planning, retirement consulting, and brokerage services.

Sean Gross is a CFP® certificant with 34 years of experience in the financial services industry. He currently serves as the sole advisor at Telos Wealth, where he has worked since 2007 through affiliated entities. Gross is also a managing member and co-owner of Telos Real Estate Holdings, LLC, a private company managing commercial office property in Wenatchee, WA. Telos Wealth is a fee-only advisory firm serving individual clients, broker/dealers, retirement plans, charitable organizations, and businesses. The firm employs a blend of fundamental and technical analysis within a modern portfolio theory framework to create diversified portfolios incorporating passive and active funds as well as individual securities tailored to client objectives and risk tolerance.

Allison Pasta is a financial advisor at Valic Financial Advisors with a Series 66 designation and four years of industry experience. She has held positions at Bergdorf Cellars and Agia, where she currently serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Sherry Gustin is a financial advisor with Ameriprise in Wenatchee, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as president of an office condo association and secretary for a local networking group. Ameriprise offers retirement-income planning services focused on individuals with significant assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendations. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

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.

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.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.