Helium Advisors LLC

Gary Russell is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He previously worked at Infinity Financial Services for eight years and has been with Helium Advisors for ten years. Outside of his advisory role, Russell is involved in several related business ventures, including management roles in affiliated tax and financial entities. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds by providing portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity. The firm employs multiple analytical methods and utilizes sub-advisors for specialized strategies, while also managing private funds with a focus on real estate asset management.

Howard Morin is a financial advisor with Helium Advisors LLC in Vancouver, WA, holding a Series 66 designation and 19 years of industry experience. He has worked at Helium Advisors since 2016 and previously spent eight years at Infinity Financial Services. Outside of his advisory role, Morin is a partner in several accounting and consulting firms, including Clarity Tax Group LLC and The Expert Group LLC, where he participates in executive management oversight. Helium Advisors serves individuals, retirement plans, charitable organizations, corporations, and private funds, offering portfolio management, financial planning, Family Office services, and retirement plan consulting. The firm employs a multi-method investment approach and operates affiliated entities providing tax preparation and fund management services, including oversight of income-producing real estate assets through its private fund.

Rustin Feldman is a financial advisor at Helium Advisors LLC with 17 years of industry experience. He holds a Series 65 designation and previously worked at B Riley Wealth Management and Miracle Mile Advisors. In addition to his advisory role, Feldman is a licensed insurance agent authorized to sell life insurance products. Helium Advisors is a registered investment adviser serving individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and private funds. The firm manages approximately $308 million in discretionary assets across a four-advisor team, offering portfolio management, retirement plan consulting, financial planning, and family office services, with an investment approach that combines fundamental, technical, and quantitative analysis alongside specialized tax-sensitive strategies.

Morgan Wickline is a financial advisor at Helium Advisors LLC in Vancouver, WA, holding a Series 65 license with four years of industry experience. Prior to joining Helium Advisors, Morgan worked at Washington State University Athletics and The Ken Blanchard Companies. Outside of advising, Morgan is a licensed insurance agent authorized to sell life insurance policies. Helium Advisors serves individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and private funds, managing approximately $308 million in discretionary assets. The firm employs a blend of fundamental, technical, and quantitative analysis alongside modern portfolio theory, and offers services including portfolio management, financial planning, retirement consulting, and coordination of tax preparation through affiliated entities.

Bryan Kiss is a CFP® certificant with one year of industry experience. He is currently with Helium Advisors LLC and has prior experience at Truist Bank, Fifth Third Securities, and SunTrust Bank. Helium Advisors serves a diverse client base including individuals, pension and retirement plans, charitable organizations, corporations, and private funds. The firm employs a multi-method investment approach incorporating fundamental, technical, quantitative analysis, and modern portfolio theory, and provides services such as portfolio management, financial planning, retirement plan consulting, and tax preparation support through an affiliated entity.