Harold Boucher

Joseph Fondahn is the principal of Fondahn Financial in Walla Walla, WA, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at Advantus Group, LLC dba Fondahn CPA since 2016 and previously at Baker Boyer National Bank from 2013 to 2016. In addition to financial advising, he owns and operates a public accounting practice through Advantus Group, LLC. Fondahn Financial provides investment management and comprehensive financial planning services to individuals, families, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversification, asset allocation, and tax-efficient strategies, while financial planning includes retirement, estate, tax, insurance, and education-funding planning.

Brian Bruggeman is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Walla Walla Wealth Advisors with five years of industry experience. His prior roles include positions at Baker Boyer Bank and Cetera. In addition to his advisory work, he is a partner at Block Maughan & Associates, PLLC, an accounting firm specializing in tax preparation and planning. Walla Walla Wealth Advisors is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan management to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and technical analysis with Modern Portfolio Theory, offering tailored asset allocation with options including passive and active funds, ETFs, and individual securities, as well as socially responsible investing.

Andrew Block is a managing partner at Walla Walla Wealth Advisors and holds a Series 65 designation. He has been a managing partner at Block Maughan & Associates, PLLC, an accounting firm, since 2010. Block has been with Walla Walla Wealth Advisors since its founding in 2025. Walla Walla Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored plans. The firm provides wealth management, financial planning, and retirement plan management using a combination of fundamental and technical analysis alongside Modern Portfolio Theory.

Deirdre Hafen is a financial advisor at Advisory Alpha, LLC with 14 years of industry experience. She holds a Series 65 credential and previously worked at Tucker Asset Management LLC for nine years. Hafen also owns Hafen Financial, a firm providing financial services, consulting, and fixed insurance product sales. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse range of managed portfolio strategies overseen by an internal Investment Team.

Ginger Kessel is a financial advisor at Arkadios Wealth Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Compass Financial Services, Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Outside of her advisory role, she is a co-owner of Kessel Enterprises, Inc., a construction services company, and serves on the investment committee of the Blue Mountain Community Foundation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs, including internally managed portfolios and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis and offers comprehensive portfolio reporting and financial planning.

Brandon Zaro is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2017, following eight years at Raymond James Financial. Outside of the financial industry, he is involved in a family farming operation in Touchet, Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a specialized Private Wealth program for clients with net worth over $20 million.