John Anderson

John Bryant is the sole advisor at Bryant Wealth Management, Inc. in Longview, WA, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has led his independent firm since 2006. Bryant Wealth Management provides financial planning and portfolio management services to individual clients, including trusts, estates, and retirement plans, as well as small businesses. The firm employs a combined qualitative and quantitative investment approach to construct diversified portfolios with strategic asset allocation and risk management, offering discretionary investment supervisory services and additional financial management consulting.

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Max Anderson is a financial advisor with Geneos Wealth Management, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Geneos since 2006 and also operates Anderson and Anderson Advisory LLC. Anderson serves on multiple community and healthcare boards and coaches high school soccer. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Conner Wallace is a financial advisor at Geneos Wealth Management, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Anderson and Anderson Advisory LLC and Statco-DSI. Outside of his advisory role, he serves as an assistant basketball coach at RA Long High School. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

James Mershon is a financial advisor with Calton & Associates, Inc. in Longview, Washington, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. for 12 years. Outside of his advisory role, he owns and operates two insurance sales and service businesses in Vancouver, Washington. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management with a range of analytic approaches, while also operating as a registered investment adviser and broker-dealer with commissionable brokerage and insurance products.

Heriberto Regino is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank NA and has a background in education, having taught at Central Washington University, Winlock High School, and Winlock Middle School. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs with recommendations from financial professionals and discretionary trade authority held by third-party managers.