Top retirement withdrawal strategies 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.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Ronald Dragotta is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he specializes in retirement benefit consulting and personalized wealth management strategies. With over 27 years of industry experience, he adopts a goals-based approach to help clients pursue their long-term financial objectives by utilizing professional asset managers and investment platforms. Ronald focuses on Merrill's 401(k) Retirement Plan platform and provides services to local communities and organizations. He works closely with a team within his office and leverages the resources of Bank of America and Merrill Lynch Wealth Management to deliver active and dedicated service. His areas of expertise include corporate benefits, divorce transition planning, employee benefits planning, employee financial health, personal retirement planning, and individual and corporate investment strategy. He holds a Bachelor's Degree from Hofstra University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, Ronald spends time with his wife Linda, an elementary school teacher, and their two daughters, Catherine and Caroline. They enjoy outdoor activities such as running, hiking, and kayaking on the Long Island Sound. Ronald is also involved in volunteering with community organizations.

Charleen Maune is a financial advisor at Foguth Wealth Management, LLC with five years of industry experience. She holds a Series 66 designation and has worked at Strategic Investment Advisors, LLC and White Glove, among others. Foguth Wealth Management serves individuals, high-net-worth clients, and corporations, managing over $1 billion with a multi-advisor team. The firm focuses on discretionary portfolio management and financial planning, utilizing tailored investment plans that emphasize exchange-traded products and a mix of fundamental, technical, cyclical, and Modern Portfolio Theory-based analysis.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Robert Szeles is a CFA® charterholder with three years of industry experience. He is currently an advisor at Beese Fulmer Private Wealth Management, where he has worked since 2022. Prior to joining Beese Fulmer, he gained experience at Federated Hermes and PNC Capital Advisors. Beese Fulmer Private Wealth Management offers discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm combines fundamental company analysis with macroeconomic cycle review and a proprietary model-portfolio framework tailored to client risk tolerance and goals, with a focus on dividend-paying equities and shorter-duration fixed income for income-dependent clients.