Top financial advisors working with high-net-worth individuals in Yakima, WA

Nicholas Rogers is a financial advisor with Eagle Strategies (NY Life) based in Yakima, WA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. He is also owner of Rogers Financial Group, LLC, where he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions across multiple program types and operates primarily on a non-discretionary basis within the integrated New York Life affiliate structure.

Aubrey Holwegner is a financial advisor with Edward Jones in Yakima, WA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Holwegner has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and supports a large national network of advisors and branches.

Gunnar Harrison is a financial advisor with Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, Washington. He holds a Series 66 designation and has four years of industry experience, including prior roles at RWZ LLC and Edward Jones. Outside of finance, Harrison has experience working in cannabis cultivation and managed a small business, Cornertone Pie. Leonard Rickey Investment Advisors serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, managing approximately $958 million in client assets. The firm provides comprehensive financial planning and investment management using a diversified, proprietary approach that includes mutual funds, ETFs, and separately managed equity portfolios.

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. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Outside of finance, he serves as an assistant coach for the Yakima Valley College baseball team. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

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 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.