Jeffery Paul Lewis

Kevin Floyd is a CFP®, CFA®, AIF and Series 65 credentialed advisor with 15 years of industry experience. I founded Pomona Wealth Management to build the kind of advisory firm I would want for my own family: independent, thoughtful, transparent, and deeply personal. Since starting in financial services in 2008, I’ve worked across institutional investment management, agricultural lending, national brokerage, and senior wealth management roles, including helping oversee approximately $2 billion in client assets. Those experiences shaped the way I serve clients today: with disciplined investment advice, comprehensive planning, tax awareness, and a commitment to always putting clients first. At Pomona, I work with a select group of families, professionals, and business owners, including many with ties to agriculture and family businesses. My goal is to help clients simplify complex decisions, protect what they’ve built, and feel confident about the future. The name Pomona reflects my Eastern Washington roots. Pomona is the Greek goddess of fruit trees, which felt fitting for a firm built in a region shaped by orchards, farming, and family enterprise. My wife, Melissa, and I live in Richland with our two children, Alexandria and Austin. Outside of work, I enjoy traveling, playing tennis, cooking for family and friends, and staying connected to the communities that shaped me.

Jacob Deschenes is the sole advisor at ERA Capital Management LLC in Kennewick, WA. He holds Series 63 and Series 65 designations and has 14 years of industry experience. He has been with ERA Capital Management since its founding in 2013. ERA Capital Management provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a model-based process that combines proprietary technical, mathematical, and statistical analysis across multiple portfolio strategies, including individual-stock growth and fixed-income approaches.

Ian Mitz is a CFP® and ChFC® with 24 years of industry experience. He is the principal of Mitz Wealth Management, LLC, an independent advisory firm he founded in 2016 after previously working at Northwestern Mutual from 2001 to 2019. Mitz may earn commissions from insurance companies unrelated to Northwestern Mutual for certain non-variable insurance products. Mitz Wealth Management provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm’s investment approach combines strategic asset allocation based on Modern Portfolio Theory with active and passive funds, incorporating cyclical, fundamental, technical, and quantitative analysis within a long-term allocation framework.

Hello there! I'm Angie and I believe in the power of planning. Avea Financial Planning, LLC helps with tax-smart retirement planning, investment management and fiduciary financial advice for folks nearing or already in retirement. Geographically located in warm, sunny Southeastern Washington State, I work with clients from around the country. A solo advisor backed by a full team of investment and tax pros, you won't deal with some random person on the other end of an 800 number. As the point person for your financial life, our work together is all about YOU. Let' talk. I want to hear more about you and how I can help. Contact me, Angie Furubotten-LaRosee, CFP®, by clicking on the button or copy this link into your browser to schedule a complimentary call and let's talk. https://www.aveafp.com/schedule-a-meeting-with-avea-financial-planning/

Roger Matson is a CFP® with 38 years of industry experience, currently serving as the sole advisor at MCM Advisory, LLC in Richland, WA. His prior experience includes roles at Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network, Inc. He holds insurance licenses and acts as a co-trustee for family trusts benefiting his children. MCM Advisory, LLC provides financial planning, investment advice, and portfolio management services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on larger accounts, typically with a minimum of $500,000, and delivers advice mainly on a non-discretionary basis, combining third-party research and the adviser’s judgment to align investments with client objectives.

Adam Mc Collum is a financial advisor with Wealth Management Northwest, Inc. in Pasco, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Private Advisory Group. Wealth Management Northwest, Inc. is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-dimensional investment model with standard and custom risk options, managing client assets primarily on a non-discretionary basis and providing a structured, goal-oriented planning process.