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.

Erik Nelson is a financial advisor at Edward Jones in Chelan, Washington, with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Outside of his advisory role, Nelson serves as Commodore of the Lake Chelan Boat Club and is a board member of the Lake Chelan School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Tyler Kert is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax and Hedman Partners LLP, among other firms. He is also the owner of Kert Financial LLC, a financial services business, and is involved with Tamarack Tax and Consulting LLC, providing tax preparation, bookkeeping, and consulting services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a combination of discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by a range of program structures and model portfolios.

Loni Rose is a financial advisor at Edward Jones in Chelan, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2018, she worked in the retail and direct sales sectors. She receives royalties from a music-related activity based in Nashville, TN. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Dana Elwell is a financial advisor with Morgan Stanley in Manson, Washington, holding a Series 66 credential and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and investment modeling but generally acts in an advisory capacity without providing individualized security recommendations as part of standalone plans.

John Piper is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Outside of his advisory role, Piper serves on the board of directors for Carrot River Valley Land Company and is involved in managing small business operations related to storage unit rentals. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional advisor.

John Macrae is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 21 years before joining Raymond James in 2019. Macrae serves as Chair of the Board and Treasurer for Carenet of Ellensburg, a nonprofit organization, where he oversees financial affairs and budgeting. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Kristina King is a CFP®-credentialed financial advisor with Edward Jones, where she has worked since 2021. She has four years of industry experience and previously held roles at Amazon and Logic20/20. Outside of advising, she owns rental properties in Washington state. 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 under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.