Loni Rose

Darren Talley is a CFP® professional with 19 years of industry experience and has served as the principal of Talley Financial since 2006. In addition to his advisory role, he manages multiple real estate and operating business entities, including construction and transportation companies. He is also a licensed notary public in Washington State. Talley Financial provides personalized financial planning and investment management services primarily to individuals, high-net-worth clients, trusts, estates, retirement and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with global diversification, utilizing no-load and low-load mutual funds, exchange-traded funds, and selective active management.

Ronald Allison is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory work, he manages a personal LLC established solely to hold the title to his boat. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a variety of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a mix of discretionary and non-discretionary management programs.

Berlyn Carkner is a financial advisor with Edward Jones in Chelan, WA, holding a Series 66 designation and beginning his advisory career in 2023. Prior to his role at Edward Jones, he has held various positions including coaching the varsity volleyball team for Waterville School District. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Diana Jackson is a Series 66-licensed financial advisor with Edward Jones in Chelan, Washington, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she manages a rental property in Chelan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Geneva Mac Millan is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has been with Robert W. Baird since 2016 and holds the Series 66 designation. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Bradley Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for 16 years. Mitchell is also a partner and wealth management advisor at Anderson, Foe, Kent, Madsen & Associates, LLC, and operates Brad W Mitchell Inc. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored models and third-party solutions.