Helium Advisors LLC

Carol Wasko is a CFP® professional with over a decade of experience in financial advisory services. She currently works at Helium Advisors LLC and has been with Integrated Wealth Management, LLC since 2013. Helium Advisors LLC serves a diverse client base including individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and private funds. The firm manages approximately $308 million in discretionary assets and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory, while also engaging in specialized private fund activities and integrating tax and accounting services.

Gary Russell is a financial advisor at Helium Advisors LLC in Vancouver, WA, holding Series 63 and Series 66 licenses with 21 years of industry experience. His prior roles include positions at Infinity Financial Services, Conover Capital Management LLC, and CONOVER Securities Corporation. Outside of his advisory work, he is a partner at The Expert Group LLC, overseeing executive management for tax, accounting, and payroll consultancy services. 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 and offers portfolio management, retirement plan consulting, comprehensive financial planning, and family office services, integrating tax preparation through affiliated entities and employing a range of investment strategies including specialized tax-sensitive approaches.

Howard Morin is a financial advisor at Helium Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Infinity Financial Services and CONOVER Securities Corporation. Outside of his advisory role, he is involved in several business ventures, including management roles in accounting firms and tax consulting entities. 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 offers portfolio management, retirement plan consulting, comprehensive financial planning, and family office services, integrating tax preparation through affiliated entities and employing a blend of fundamental, technical, and quantitative investment approaches.

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.