Isaac Michael Sullivan

Steve Montgomery is a financial advisor with Legion Private Wealth Management in Ellensburg, WA, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Legion Capital Management, Financial Advocates Investment Management, Family Heritage, Merrill, and Morgan Stanley Dw Inc. He is also involved with Legion Insurance Group. Legion Private Wealth Management offers investment management, co-advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, valuation-based approach to build tailored investment strategies and provides access to private real estate investments and certain derivatives within separately managed accounts.

Aaron Beeson is a financial advisor at Seek First Inc. with five years of industry experience. He holds a Series 65 credential and has worked at Seek First since 2021 and with Cambridge Advisor Solutions since 2016. Seek First Inc. serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management and a bundled consulting program that integrates financial, tax, estate, and insurance planning. The firm uses fundamental analysis and modern portfolio theory to develop strategic, buy-and-hold asset allocations tailored to clients’ objectives and risk profiles while coordinating a team of independent professionals to implement customized plans.

Doug Graumann is a financial advisor at Chelsea Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Calton & Associates, Inc., Dominion Portfolio Management, Inc., Dominion Investor Services, Inc., and Kms Financial Services, Inc. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis.

John Moore Jr. is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. Prior to this, he worked at U.S. Bancorp Investments, Inc. for 14 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a specialized Davidson Private Wealth program for clients with net worth over $20 million.

Grace Terrill is a financial advisor with Hightower Advisors, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Hightower, she worked in various roles including at All Seasons Vacation Rentals and LPL Financial, and she has academic experience through Eastern Washington University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles to meet client needs.

Andrew Carkner is a Series 66-licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and is based in Ellensburg, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.