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 a financial advisor at Ferguson Wellman Capital Management, Inc. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and spent five years at Destira Inc. Ferguson Wellman is an employee-owned, SEC-registered investment adviser that provides personalized wealth management to individuals, families, and institutions. The firm emphasizes customized, separately managed portfolios using a combination of top-down asset allocation and bottom-up security selection supported by quantitative screening and fundamental research.

Scott Thompson is a financial advisor at Allium Financial Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining Allium in 2022, he worked at BenchmarkPlus Management, Concentric Wealth Advisors, and Common Sense Investment Management. Outside of his advisory role, Thompson is a head coach for a high school varsity volleyball team in Wilsonville, Oregon. Allium Financial Advisors manages approximately $639 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 alongside comprehensive financial planning, emphasizing asset allocation, diversification, and manager selection.

Pradeep Tempalli is a CFP® and CFA® with 18 years of industry experience. He has worked at Allium Financial Advisors, LLC since 2017, following roles at Tru Independence Asset Management, LLC and Arnerich Massena, Inc. He serves as treasurer and board member for the United Way of the Columbia-Willamette and also provides software consulting on a part-time basis. Allium Financial Advisors, LLC manages approximately $639 million in assets for individuals, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management along with comprehensive financial planning, emphasizing asset allocation, diversification, and ongoing manager due diligence.

Michael Elfers is a financial advisor at Allium Financial Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Irvington Capital LLC since 2008. Allium Financial Advisors 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 as well as comprehensive financial planning and consulting services, focusing on asset allocation, diversification, manager selection, and ongoing monitoring.

Sheree Arntson is a financial advisor with Allium Financial Advisors, LLC in Lake Oswego, OR, holding a Series 63 designation and 26 years of industry experience. She worked at Arnerich Massena & Associates, Inc. for 22 years before joining Tru Independence Asset Management, LLC for one year and then Allium Financial Advisors in 2017. Allium Financial Advisors 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 through an Investment Committee.

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 at The Vanguard Group Inc. from 2021 to 2023. Allium Financial Advisors, LLC manages approximately $639 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 services, focusing on asset allocation, diversification, manager selection, and ongoing monitoring.