With Financial Advocates you are independent, but never alone.

MISSION

We guide and serve with stewardship and leadership.

 

VISION

We aspire to provide clarity, simplicity, and stability for success.

 

CORE VALUES

Community, dependability, resourcefulness, and strategic vision.

Our Commitment to You

 

Founder Gary Campbell established Financial Advocates as a Super OSJ in 1996 to provide financial advisor practices with superior, concierge-level service. President and CEO Angela Vlach joined the company in 2009. In addition to her executive responsibilities, Angela seeks to build on Gary‘s original vision of servant leadership for advisors in every aspect of our business.

Today, Financial Advocates serves as a financial advisor’s primary ally as a large enterprise within LPL Financial.

We remove the obstacles advisors encounter as they transition, grow, and manage their independent practices. Our knowledgeable, diverse staff has the background, experience, and expertise to support independent advisors.

Our Team

Angela Vlach

Branch Director

Maria Edwards

Sr. Executive Assistant

Soliman Popal

Growth Director

Jose Marmolejos

Business Development Associate

Nigel El-Sokkary

Growth Team Coordinator

Brittany Fox

Sr. Marketing Consultant

Sara Forgey

Marketing Coordinator

Don Williams

Business Consultant

Heather Pratt

Business Consultant

Kerry Prichard

Business Consultant

Ron Mendoza

Business Consultant

Russell Garcia

Business Consultant

Sieg Johnson

Portfolio Operations Director

Austin Couey

Portfolio Associate

Drew Gremel

Portfolio Analyst, QC

Rease Morin

Portfolio Associate/Para Planner

Ryan Zimmerman

Trading Consultant

Molly Semingson

Compliance & Operations Director

Terry Cleman

Sr. Compliance Officer

Reza Dekhani

Sr. Compliance Officer

Andrew Boerens

Sr. Compliance Officer

Taryn Weiks

Client Care Director

Melissa Buttafoco

Operations Manager

Aaron Castonguay

Sr. Client Care Specialist

Tim Jones

Sr. Client Care Specialist

Alisa Van Frank

Virtual Assistant Manager

Brittney Ryan

Client Care Specialist

Joelle Wolph

Administrative Assistant

Katy Cox

Client Care Specialist

Kendra Vandervort

Operations Associate

Sarah Vandever

Administrative Assistant

Simona Shevling

Client Care Specialist

Summer Bliss

Operations Specialist

Sydney Burrows

Compliance & Operations Associate

Jeremiah Francis

Information Technology Director

Eliseo Dill

Information Technology Associate

In the News

Financial Advocates Launches Truelytics to Promote Business Best Practices for Independent Advisors and Wealth Managers

Olympia, Wash. — June 21, 2022 — Financial Advocates, LLC (FA), one of the largest Offices of Supervisory Jurisdiction (OSJ) with LPL in the Pacific Northwest, announced today that they have rolled out a performance assessment tool, Truelytics, for its financial...

LPL Nabs $150M FA Practice from Blucora’s Avantax

LPL Financial says it has lured another wealth management team from Avantax Investment Services, part of Blucora. Longview, Texas-based Benchmark Financial Services, led by financial advisor Ashley Dusek, has joined Financial Advocates, an LPL firm that offers...

Angela Vlach Named CEO of Financial Advocates, Making Her The First Female Leader of a Large Enterprise at LPL Financial

Gary Campbell to assume the role of Chief Strategy OfficerOLYMPIA, WA., November 13, 2019 – Financial Advocates today announced that Angela Vlach has been appointed Chief Executive Officer and LPL Branch Office Manager effective November 2019.  Vlach has...

Financial Advocates Announces New Location in Tacoma

OLYMPIA, WA, June 01, 2017 -- Financial Advocates LLC is pleased to announce their new office in the city of Tacoma, WA is now open. The new office is located in the Provident Building located at 917 Pacific Avenue, Suite 407, Tacoma, WA 98402. The Tacoma...