Isaac Michael Sullivan

Steve Montgomery is a financial advisor at Legion Private Wealth Management in Ellensburg, WA, with eight years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Family Heritage and several related entities within the Legion group. Legion Private Wealth Management offers discretionary and non-discretionary 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 utilizes third-party managers and private real estate investments as part of its portfolio solutions.

Aaron Beeson is a Series 65-credentialed advisor with four years of industry experience. He works at Seek First Inc. in Ellensburg, WA, where he has been since 2021. His prior experience includes roles at Cambridge Advisor Solutions and Beeson LLC. Seek First Inc. serves individuals and high-net-worth households by providing comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm employs fundamental analysis and strategic asset allocation, offering a bundled consulting program that coordinates outside accounting, legal, and insurance professionals.

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®-certified financial advisor with 23 years of industry experience. He currently works at D.A. Davidson & Co., where he has been since 2022, and previously spent 14 years at U.S. Bancorp Investments, Inc. He is a co-owner of an investment-related rental property in Leavenworth, Washington. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and employs both qualitative and quantitative methods, providing specialized services such as ERISA retirement plan advisory and private wealth management for high-net-worth clients.

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.