Top general retirement planning financial advisors in Yakima, WA

Nicholas Rogers is a financial advisor with Eagle Strategies (NY Life) based in Yakima, WA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He operates Rogers Financial Group, LLC, and has been affiliated with New York Life insurance Company since 2003. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers multiple program types, including fee-based hourly advice and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

Aubrey Holwegner is a financial advisor at Edward Jones with 23 years of industry experience. She has held positions at Edward Jones since 2016 and previously worked at J.P. Morgan Securities from 2013 to 2015. Holwegner holds Series 63 and Series 66 licenses and is based in Yakima, Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Gunnar Harrison is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. He holds a Series 66 license and has four years of industry experience. His prior roles include positions at RWZ LLC, Edward Jones, and involvement with Cowlitz County Cannabis Cultivation and Cornertone Pie. Leonard Rickey Investment Advisors serves individual investors, trusts, estates, charitable organizations, corporations, donor-advised funds, and other business entities, offering comprehensive financial planning and investment management. The firm employs a combination of fundamental, technical, and cyclical analysis alongside AI-enabled research tools and emphasizes diversified asset allocation with specialized portfolio strategies.

Matthew Dhane is a CFA® charterholder with 22 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. The firm manages individual and institutional clients using a fundamentals-based, bottom-up approach focused on small-cap value equities. Tieton Capital Management provides discretionary portfolio management primarily through a concentrated Small Cap Value strategy and serves a diverse client base including high-net-worth households, foundations, endowments, trusts, pension plans, and select government entities.

Lavon Ferguson is a financial advisor with Ameriprise in Yakima, WA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise, he worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Ferguson serves as an assistant baseball coach at Yakima Valley College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team and algorithmic tools to provide tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

Lori Fell is a Series 66 credentialed financial advisor with Edward Jones in East Lansing, MI, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is the owner of LAF Properties LLC, a business she maintains in East Lansing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions, including managed account strategies and affiliated mutual funds, and operates under a fiduciary standard.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.