Boone Wealth Advisors, LLC

Ryan Alderfer is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Boone Wealth Advisors, LLC in Bellevue, WA. He has worked at Boone Wealth Advisors and LPL Financial since 2016 and was previously with Key Investment Services from 2013 to 2016. Outside of his advisory role, he hosts The Middlemen Podcast, a social media project based in Everett, WA. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a team approach and utilizes a diverse range of investment strategies, including ETFs, mutual funds, individual securities, and independent money managers, with a client base of approximately 309 relationships and regulatory assets under management exceeding $639 million.

Sterling Monroe is a Series 66-licensed financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, where he has worked since 2016. He has 13 years of industry experience and also maintains a role with LPL Financial LLC. Monroe facilitates the purchase of long-term care insurance policies for clients as part of his professional activities. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting planning process and offers discretionary portfolio reviews, utilizing a range of investment instruments and analytical methods, and participates in multiple LPL Financial-sponsored platforms.

Shawn Nelson is a financial advisor with Boone Wealth Advisors, LLC in Bellevue, WA, holding a Series 66 license and 26 years of industry experience. He has been with Boone Wealth Advisors since 2016 and also maintains a longstanding affiliation with LPL Financial dating back to 2000. Boone Wealth Advisors is an SEC-registered investment adviser serving individuals, high net worth clients, trusts, retirement plans, and other entities with portfolio management and financial planning services. The firm employs a multi-meeting intake process to develop tailored plans and offers a range of investment strategies including ETFs, mutual funds, individual securities, and independent money managers.

Michael Boone is a CFP® with 39 years of industry experience, currently serving at Boone Wealth Advisors, LLC since 2018. He previously worked at MW Boone and Associates LLC and LPL Financial, LLC. Boone is the founder and president of R120, a 501(c)(3) charity involved in Christian charitable work domestically and overseas, and is also a partner in Fidelitas Wines, a winery based in Richland, WA. Boone Wealth Advisors is an SEC-registered investment adviser that serves individuals, high net worth clients, trusts, retirement plans, and other entities with comprehensive portfolio management and financial planning services. The firm employs a multi-meeting intake process for tailored planning and offers discretionary portfolio management using a range of investment strategies and vehicles, including ETFs, mutual funds, individual equities, bonds, and independent money managers.