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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Steven P

Series 63, Series 65

Yakima, WA

Alegria Asset Management

Steven Pilger is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with BBM Financial Services, Inc. since 1987 and OSAIC since 1989. He serves on the board of directors for Comprehensive Healthcare in Yakima, WA, and also acts as an independent insurance agent specializing in life, accident, and health insurance. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization.

Retirement plans for business owners (SEP, solo 401k) Annuities
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Matthew D

CFA®, Series 65

Yakima, WA

Tieton Capital Management

Matthew Dhane is a CFA® charterholder with 22 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. The firm manages individual and institutional clients using a fundamentals-based, bottom-up approach focused on small-cap value equities. Tieton Capital Management provides discretionary portfolio management primarily through a concentrated Small Cap Value strategy and serves a diverse client base including high-net-worth households, foundations, endowments, trusts, pension plans, and select government entities.

Active portfolio management Concentrated stock management
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Kevin G

CFP®, Series 66

Yakima, WA

Alegria Asset Management

Kevin Good is a Certified Financial Planner® with 10 years of industry experience, currently serving as a principal at Alegria Asset Management. He has been with OSAIC since 2015 and also works as a substitute instructor in the Business Technology and Accounting program at Perry Technical Institute. Additionally, he serves as a board member at the Yakima Country Club, where he advises on the Green's Committee. Alegria Asset Management provides investment management, financial planning, retirement plan consulting, and insurance products to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37.6 million across about 44 client relationships and integrates RIA advisory services with broker-dealer registration and insurance agency activities.

Retirement plans for business owners (SEP, solo 401k) Annuities
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William D

CFA®, Series 65

Yakima, WA

Tieton Capital Management

William Dezellem is a CFA® charterholder with 28 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. Tieton Capital Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth households, foundations, endowments, trusts, and pension plans. The firm specializes in a Small Cap Value equity strategy using a fundamentals-based, bottom-up process and also manages style-allocated portfolios with no-load mutual funds and ETFs for select clients.

Active portfolio management Concentrated stock management
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Craig M

Series 63, Series 65

Yakima, WA

Alegria Asset Management

Craig Mendenhall is a financial advisor with Alegria Asset Management in Yakima, WA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with BBM Financial Services, Inc. and Alegria Asset Management since 1975 and has prior experience with New England Mutual Life Insurance dating back to 1976. Outside of advisory services, he owns and operates BBM Financial Services, which provides third-party administrator services for ERISA retirement plans. Alegria Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by offering investment management, financial planning, retirement plan consulting, and insurance/annuity products. The firm uses the Vision2020 Wealth Management Platform and manages portfolios primarily on a non-discretionary basis, combining RIA advisory services with broker-dealer and insurance agency activities.

Retirement plans for business owners (SEP, solo 401k) Annuities
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Bennett W

Series 65

Yakima, WA

Surience Private Wealth LLC

Bennett Wood is a financial advisor at Surience Private Wealth LLC with a Series 65 designation and experience beginning in 2024. Prior to his current role, he held positions at Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals—including high net worth clients—and institutional entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to manage portfolios primarily composed of equities, fixed-income securities, and ETFs within a risk-managed, trend-focused approach.

Concentrated stock management Divorce financial planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Shireen S

Series 63, Series 66

Selah, WA

Intirety, LLC

Shireen Sharma is a financial advisor at Intirety, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities, Inc. and Axa Advisors, LLC. Sharma is also licensed to provide life, health, disability, and long-term care insurance. Intirety, LLC, operating as Opal Wealth Management & Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm manages approximately $73.6 million across several hundred household accounts using a combination of behavioral, charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary services.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Ethan M

Series 63, Series 66

Shelah, WA

Intirety, LLC

Ethan Meikle is a financial advisor with Intirety, LLC and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at GWN Securities, Inc. and Axa Advisors, LLC. Outside of his advisory work, he serves as an assistant track coach for the Selah School District. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to build diversified portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary for retirement accounts.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Armand D

CFP®, ChFC®, Series 63, Series 65

Yakima, WA

Surience Private Wealth LLC

Armand Doucette is a CFP® and ChFC® with 37 years of industry experience. He is the sole advisor at Surience Private Wealth LLC, where he has worked since 2021, following a 12-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory work, he owns Silently Speaking LLC, a business related to his interest in playing drums. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals, including high net worth clients, as well as institutional entities. The firm employs proprietary econo-physics based mathematical models combined with qualitative analysis and manages portfolios primarily through individual securities and ETFs, offering a risk-managed, trend-focused approach.

Concentrated stock management Divorce financial planning Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting
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Benjamin K

ChFC®, Series 66

Yakima, WA

Blue Jean Financial LLC

Benjamin Kjendal is a financial advisor at Blue Jean Financial LLC with 12 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked for Thrivent Investment Management Inc. for 10 years. Kjendal is also active in his community through roles at Holy Cross Orthodox Church and St. Michael the Archangel Antiochian Orthodox Church. Blue Jean Financial LLC provides discretionary investment management and financial planning for individuals, trusts, estates, nonprofits, and businesses. The firm’s seven-person team manages approximately $95 million across 284 client relationships, offering custom portfolio construction using low-cost mutual funds, ETFs, and individual securities with a primarily long-term investment approach.

Wealth management
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