Allium Financial Advisors, LLC

Michelle Wanless is a financial advisor at Allium Financial Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked at firms including D.A. Davidson & Co. and E2I Advisors, LLC. Wanless is also a commissioned notary public for the state of Washington. Allium Financial Advisors, LLC manages approximately $638.9 million in client assets and serves individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning and consulting, emphasizing asset allocation, diversification, and manager selection.

Jacqueline Thompson is a CFP® with one year of industry experience, currently serving as an advisor at Allium Financial Advisors, LLC. She previously worked at Ferguson Wellman Capital Management, Inc. and J.P. Morgan Securities LLC. Allium Financial Advisors, LLC is a registered investment adviser managing approximately $733 million for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach, combining mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing manager evaluation and monitoring.

Scott Thompson is a financial advisor with Allium Financial Advisors, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Allium in 2022, he worked at BenchmarkPlus Management and Concentric Wealth Advisors. Outside of his advisory role, Thompson serves as a high school volleyball head coach in Wilsonville, OR. Allium Financial Advisors serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million with a team of six advisors. The firm offers discretionary and non-discretionary portfolio management and comprehensive financial planning, emphasizing asset allocation and diversification through mutual funds, ETFs, independent managers, and alternative investments overseen by an Investment Committee.

Pradeep Tempalli is a CFP®, CFA®, and Series 66 licensed advisor with 19 years of industry experience. He has been with Allium Financial Advisors, LLC since 2017 and previously worked at Tru Independence Asset Management, Arnerich Massena, Steward Partners Investment Solutions, and Wells Fargo Investments. Outside of his advisory role, Tempalli serves as treasurer and board member for the United Way of the Columbia-Willamette and provides software consulting through Saicon Consultants. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm emphasizes asset allocation and diversification, utilizing mutual funds, ETFs, vetted independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing due diligence and monitoring.

Michael Elfers is a financial advisor at Allium Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Allium, he worked 16 years at Irvington Capital LLC and 17 years at Wells Fargo Investments, LLC. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm employs a team-based approach focused on asset allocation and diversification, combining various investment vehicles and providing both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.

Sheree Arntson is a financial advisor at Allium Financial Advisors, LLC with 27 years of industry experience. She has been with Allium since 2017 and previously worked at Tru Independence Asset Management, LLC and Arnerich Massena, Inc. She holds a Series 63 designation. Allium Financial Advisors, LLC serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $733 million. The firm’s investment approach focuses on asset allocation and diversification, utilizing a mix of mutual funds, ETFs, independent managers, and alternative investments, with portfolios overseen by an Investment Committee that conducts ongoing due diligence and monitoring.

Jordan Fee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Allium Financial Advisors, LLC since 2023 and previously spent two years with The Vanguard Group Inc. Allium Financial Advisors, LLC is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $733 million with a team of six advisors, employing an investment process focused on asset allocation and diversification using mutual funds, ETFs, independent managers, and alternative investments, with oversight by an Investment Committee.