Large-firm 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. She previously worked at Edward Jones for five years and has also been involved with the Lake Chelan Health & Wellness Foundation. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Sean Gross is a CFP® with 35 years of experience in financial services. He has worked with Telos Wealth Management since 2007, including its predecessor firm, and has prior experience at Raymond James Financial Services. Gross is also a managing member and co-owner of Telos Real Estate Holdings, LLC, involved in managing a commercial office property in Wenatchee, WA. Telos Wealth Management, LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis with portfolio construction based on modern portfolio theory, employing both passive and active investment vehicles.

Allison Pasta is a financial advisor with Valic Financial Advisors who holds a Series 66 designation and has five years of industry experience. Her prior work includes roles at Bergdorf Cellars and Agia, where she is currently involved in non-securities insurance products. She also has more than a decade of experience with Numerica Credit Union. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed account services through a large network of advisors and utilizes centralized technology and model solutions to support its client base.

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.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.