Robert Bruce Martin

Darren Talley is a CFP® professional with 19 years of industry experience and is the principal advisor at Talley Financial, an independent firm he founded in 2006. He holds Series 63 and Series 65 licenses and has been a notary public since 1990. Outside of financial advising, Talley manages multiple real estate and operating business entities through several holding companies. Talley Financial provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset allocation approach focused on actively managed mutual funds and ETFs with global diversification, offering both discretionary and non-discretionary management and periodic reviews.

Chad Hedzik is a financial advisor with Rainier Wealth Management LLC in Chelan, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Rainier Wealth Management and LPL Financial since 2014, with prior experience at Merrill and Banc of America Investment Services, Inc. since 2003. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm combines fundamental and technical analysis with strategies ranging from long-term investing to active trading, while offering specialized business-oriented services such as corporate structure advice and cost segregation studies.

Ronald Allison is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously spent 12 years at CIBC World Markets Corp. His other business activities include managing a single-member LLC for personal boat ownership. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, combining discretionary and non-discretionary management with strategic asset allocation and portfolio oversight.

Brian Sullivan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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.

Geneva Mac Millan is a Series 66-registered financial advisor with Robert W. Baird & Co. in Manson, Washington, where she has worked since 2016. She has 10 years of industry experience. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning, portfolio management, and custody services, incorporating both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.