Steven Pilger is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with BBM Financial Services, Inc. since 1987 and OSAIC since 1989. He serves on the board of directors for Comprehensive Healthcare in Yakima, WA, and also acts as an independent insurance agent specializing in life, accident, and health insurance. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization.

Matthew Dhane is a CFA® charterholder with 22 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. The firm manages individual and institutional clients using a fundamentals-based, bottom-up approach focused on small-cap value equities. Tieton Capital Management provides discretionary portfolio management primarily through a concentrated Small Cap Value strategy and serves a diverse client base including high-net-worth households, foundations, endowments, trusts, pension plans, and select government entities.

Kevin Good is a Certified Financial Planner® with 10 years of industry experience, currently serving as a principal at Alegria Asset Management. He has been with OSAIC since 2015 and also works as a substitute instructor in the Business Technology and Accounting program at Perry Technical Institute. Additionally, he serves as a board member at the Yakima Country Club, where he advises on the Green's Committee. Alegria Asset Management provides investment management, financial planning, retirement plan consulting, and insurance products to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37.6 million across about 44 client relationships and integrates RIA advisory services with broker-dealer registration and insurance agency activities.

William Dezellem is a CFA® charterholder with 28 years of industry experience. He has been with Tieton Capital Management since 2005, where he serves as one of two advisors. Tieton Capital Management provides discretionary portfolio management to individual and institutional clients, including high-net-worth households, foundations, endowments, trusts, and pension plans. The firm specializes in a Small Cap Value equity strategy using a fundamentals-based, bottom-up process and also manages style-allocated portfolios with no-load mutual funds and ETFs for select clients.

Craig Mendenhall is a financial advisor with Alegria Asset Management in Yakima, WA, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with BBM Financial Services, Inc. and Alegria Asset Management since 1975 and has prior experience with New England Mutual Life Insurance dating back to 1976. Outside of advisory services, he owns and operates BBM Financial Services, which provides third-party administrator services for ERISA retirement plans. Alegria Asset Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by offering investment management, financial planning, retirement plan consulting, and insurance/annuity products. The firm uses the Vision2020 Wealth Management Platform and manages portfolios primarily on a non-discretionary basis, combining RIA advisory services with broker-dealer and insurance agency activities.

Bennett Wood is a financial advisor at Surience Private Wealth LLC with a Series 65 designation and experience beginning in 2024. Prior to his current role, he held positions at Suncadia, Central Washington University, SS Steiner, Fred Meyer, and West Valley School District. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals—including high net worth clients—and institutional entities. The firm uses proprietary econo-physics based mathematical models combined with qualitative analysis to manage portfolios primarily composed of equities, fixed-income securities, and ETFs within a risk-managed, trend-focused approach.

Shireen Sharma is a financial advisor at Intirety, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities, Inc. and Axa Advisors, LLC. Sharma is also licensed to provide life, health, disability, and long-term care insurance. Intirety, LLC, operating as Opal Wealth Management & Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm manages approximately $73.6 million across several hundred household accounts using a combination of behavioral, charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary services.

Ethan Meikle is a financial advisor with Intirety, LLC and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including prior roles at GWN Securities, Inc. and Axa Advisors, LLC. Outside of his advisory work, he serves as an assistant track coach for the Selah School District. Intirety, LLC, operating as Opal Wealth Management and Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm uses a combination of behavioral, charting, cyclical, fundamental, and technical analysis to build diversified portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary for retirement accounts.

Armand Doucette is a CFP® and ChFC® with 37 years of industry experience. He is the sole advisor at Surience Private Wealth LLC, where he has worked since 2021, following a 12-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory work, he owns Silently Speaking LLC, a business related to his interest in playing drums. Surience Private Wealth LLC provides investment management, financial planning, and retirement-plan consulting to individuals, including high net worth clients, as well as institutional entities. The firm employs proprietary econo-physics based mathematical models combined with qualitative analysis and manages portfolios primarily through individual securities and ETFs, offering a risk-managed, trend-focused approach.

Benjamin Kjendal is a financial advisor at Blue Jean Financial LLC with 12 years of industry experience. He holds the ChFC® and Series 66 designations and previously worked for Thrivent Investment Management Inc. for 10 years. Kjendal is also active in his community through roles at Holy Cross Orthodox Church and St. Michael the Archangel Antiochian Orthodox Church. Blue Jean Financial LLC provides discretionary investment management and financial planning for individuals, trusts, estates, nonprofits, and businesses. The firm’s seven-person team manages approximately $95 million across 284 client relationships, offering custom portfolio construction using low-cost mutual funds, ETFs, and individual securities with a primarily long-term investment approach.

Quentin Rickey is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. He holds the Series 65 designation and has one year of industry experience. His prior work includes two separate periods at Leonard Rickey Investment Advisors and time at Ernst & Young. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, offering financial planning, consulting, investment management, and accounting monitoring services. The firm employs a range of investment strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches, and is affiliated with a tax and accounting firm to provide integrated tax-planning support.

Gunnar Harrison is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. with three years of industry experience. He holds the Series 66 designation and has prior work experience at RWZ LLC, Edward Jones, and in cannabis cultivation as well as the food service industry. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans, offering financial planning, investment management, and consulting services. The firm employs a range of strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches.

Ellie Buntin is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. She holds a Series 65 designation and has prior experience at Ernst & Young. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides financial planning, consulting, investment management, and accounting monitoring services, using strategies such as asset allocation, value and growth stock portfolios, and momentum-based technical ETF approaches.

Chelsie Smith is a CFP® professional at Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, WA, with six years of industry experience. She has worked at Leonard Rickey Investment Advisors since 2019 and previously spent five years at Trellis Advisors, LLC. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs a variety of investment strategies, including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF strategies, while also offering integrated tax-planning capabilities through its affiliation with a tax/accounting firm.

Susan Van Tress is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. She holds a Series 66 designation and has 21 years of industry experience. Van Tress has worked at LPL Financial, LLC since 2005 and has been with Leonard Rickey Investment Advisors since 2000. She is also a notary public, providing document notarization services for clients. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, investment management, and consulting services, employing a range of strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF approaches.

Joy Stenehjem is a CFP® professional with 25 years of experience in the financial services industry. She has worked at Leonard Rickey Investment Advisors, P.L.L.C. since 2000 and previously spent 16 years at LPL Financial. Outside of her advisory role, she owns Pathway Tax Group, providing tax preparation and advisory services. Leonard Rickey Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering comprehensive financial planning and investment management. The firm employs a range of strategies including asset allocation, separate value and growth portfolios, and momentum-based ETF strategies, and integrates tax planning through an affiliated tax and accounting firm.

Connor Russell is a financial advisor at Capital Advisors Wealth Management in Yakima, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Capital Advisors, he worked in education and held positions at Walmart Supercenter. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and organizations with comprehensive portfolio management and financial planning. The firm employs a multi-faceted investment approach incorporating quantitative, fundamental, technical, and modern portfolio theory methods, and utilizes both discretionary management and consultative planning.

Robert Vickers is a financial advisor at Capital Advisors Wealth Management with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Capital Advisors Wealth Management in 2020, he worked at Financial Management, Inc. and LPL Financial, LLC. He also operates a separate financial services entity for tax and investment purposes. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations by providing portfolio management, financial planning, retirement plan consulting, and portfolio monitoring. The firm employs a multifaceted investment approach, including quantitative, fundamental, and technical analyses, and utilizes derivatives and margin strategies in some accounts, alongside the use of third-party sub-advisors.

Edward Reinhart is a financial advisor with Capital Advisors Wealth Management in Yakima, WA, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining Capital Advisors Wealth Management in 2020. Outside of his advisory role, he co-owns Reinhart Enterprises LLC, which develops commercial buildings. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations with comprehensive portfolio management and financial planning services. The firm employs a multifaceted investment process incorporating quantitative, fundamental, technical, and modern portfolio theory approaches, and offers both discretionary management and consultative planning, including the use of derivatives and margin strategies under specified risk controls.

Elliot Ries is a financial advisor at Capital Advisors Wealth Management in Yakima, WA, holding a Series 65 designation with four years of industry experience. His prior work includes positions at The Boeing Company, John Hancock Life Insurance Company, Northwestern Mutual, and Spitzlift Manufacturing. Outside of his advisory role, he is involved with Your Money Vehicle as a strategic advisor, conducting financial literacy workshops and producing related content. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a blend of quantitative, fundamental, technical, and modern portfolio theory approaches, with services that include discretionary management and consultative planning across a range of securities.