Capital Advisors Wealth Management

Connor Russell is a financial advisor at Capital Advisors Wealth Management in Yakima, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Advisors, he worked in education and held positions at Walmart Supercenter. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and organizations with comprehensive portfolio management and financial planning. The firm employs a multi-faceted investment approach incorporating quantitative, fundamental, technical, and modern portfolio theory methods, and utilizes both discretionary management and consultative planning.

Robert Vickers is a financial advisor at Capital Advisors Wealth Management with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Capital Advisors Wealth Management in 2020, he worked at Financial Management, Inc. and LPL Financial, LLC. He also operates a separate financial services entity for tax and investment purposes. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations by providing portfolio management, financial planning, retirement plan consulting, and portfolio monitoring. The firm employs a multifaceted investment approach, including quantitative, fundamental, and technical analyses, and utilizes derivatives and margin strategies in some accounts, alongside the use of third-party sub-advisors.

Edward Reinhart III is a financial advisor with Capital Advisors Wealth Management in Yakima, WA, holding Series 65 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Merrill. Outside of advising, he is co-owner of Reinhart Enterprises LLC, involved in commercial building development. Capital Advisors Wealth Management serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach incorporating fundamental, technical, and quantitative analysis, and manages over $1.1 billion for approximately 1,000 clients.

Elliot Ries is a financial advisor at Capital Advisors Wealth Management in Yakima, WA, holding a Series 65 designation with four years of industry experience. His prior work includes positions at The Boeing Company, John Hancock Life Insurance Company, Northwestern Mutual, and Spitzlift Manufacturing. Outside of his advisory role, he is involved with Your Money Vehicle as a strategic advisor, conducting financial literacy workshops and producing related content. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a blend of quantitative, fundamental, technical, and modern portfolio theory approaches, with services that include discretionary management and consultative planning across a range of securities.

Anthony Farina is a CFP® professional with 22 years of experience in the financial industry. He has been with Capital Advisors Wealth Management since 2020 and previously worked at Wells Fargo Advisors Financial Network for 11 years. Outside of his advisory role, he has partial ownership in a local real estate business unrelated to investment management. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations by offering portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of quantitative, fundamental, technical, and modern portfolio theory approaches, incorporating options strategies and margin use in separately managed accounts, with ongoing monitoring and periodic reviews to align with client objectives.

Brian Drumhiller is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Advisors Wealth Management and previously worked at UBS Financial Services for nearly a decade. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment approach incorporating quantitative, fundamental, and technical analysis, with services that include discretionary management and consultative planning.