HFG Advisors, Inc.

Cody Beaumont is a CFP® professional at HFG Advisors, Inc. with four years of industry experience. He previously worked at Rosewood Family Advisors LLP and Moss Adams LLP. Beaumont is also employed as a financial planner at HFG Trust LLC, a trust company affiliated with his firm. HFG Advisors, Inc. provides fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory, primarily using low-cost ETFs and institutional mutual funds, with tailored client-directed customizations and a notable affiliation with HFG Trust, LLC.

Preston Eder is a Series 65-licensed advisor with HFG Advisors, Inc. in Kennewick, Washington, with four years of industry experience. His prior roles include positions at Gesa Credit Union and Grand Canyon University, and he has also worked with Northwest Baseball Ventures, LLC. Eder serves as a Trade & Operations Analyst at HFG Trust, a Washington state-chartered trust company affiliated with his firm. HFG Advisors, Inc. provides fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory and typically uses low-cost exchange-traded funds and institutional mutual funds, while supporting client-directed customizations and maintaining client asset custody with third-party custodians.

William Wang is a CFP® professional with five years of experience, currently serving at HFG Advisors, Inc. He has worked with Prime Wealth Management since 2021 and has held a leadership role at HFG Trust since 2016. Outside of financial advising, he is co-owner of Mustang Signs LLC, a business specializing in sign production and vehicle wraps. HFG Advisors, Inc. offers fee-based investment management and financial planning services to individual and high-net-worth clients, as well as charitable organizations and retirement plans. The firm emphasizes asset allocation grounded in Modern Portfolio Theory, typically using low-cost exchange-traded funds and institutional mutual funds, and provides a range of services including discretionary and non-discretionary asset management, ERISA plan advisory, tax preparation, and educational seminars.

Robert Pearson is a CFP® professional with one year of industry experience, currently serving at HFG Advisors, Inc. He has also been associated with HFG Trust since 2021 and has work experience in various roles spanning banking, community services, and education. HFG Advisors, Inc. provides fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory, using low-cost ETFs and institutional mutual funds, and supports client-directed customizations including socially conscious portfolios.

Garrick Russell is a financial advisor with HFG Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at Professional Investment Management Services for 24 years before joining HFG Advisors in 2026 and HFG Trust, LLC in 2025. HFG Advisors, Inc. provides fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory, typically using low-cost exchange-traded funds and institutional mutual funds, while offering discretionary and non-discretionary services including ERISA plan advisory and public educational seminars.

Rick Prime is a Certified Financial Planner (CFP®) with 22 years of experience in the financial services industry. He currently works at HFG Advisors, Inc. and has previously been affiliated with Cetera Wealth Services, LLC and operated his own advisory services under Prime Wealth Management, Inc. Since 2019, he has also served as a part-time instructor teaching financial literacy at Umpqua Community College. HFG Advisors, Inc. provides fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm focuses on asset allocation based on Modern Portfolio Theory, using low-cost ETFs and institutional mutual funds, and offers customizable portfolios, including socially conscious options, while clients retain custody of their assets.