Kevin Floyd is a CFP®, CFA®, AIF and Series 65 credentialed advisor with 15 years of industry experience. I founded Pomona Wealth Management to build the kind of advisory firm I would want for my own family: independent, thoughtful, transparent, and deeply personal. Since starting in financial services in 2008, I’ve worked across institutional investment management, agricultural lending, national brokerage, and senior wealth management roles, including helping oversee approximately $2 billion in client assets. Those experiences shaped the way I serve clients today: with disciplined investment advice, comprehensive planning, tax awareness, and a commitment to always putting clients first. At Pomona, I work with a select group of families, professionals, and business owners, including many with ties to agriculture and family businesses. My goal is to help clients simplify complex decisions, protect what they’ve built, and feel confident about the future. The name Pomona reflects my Eastern Washington roots. Pomona is the Greek goddess of fruit trees, which felt fitting for a firm built in a region shaped by orchards, farming, and family enterprise. My wife, Melissa, and I live in Richland with our two children, Alexandria and Austin. Outside of work, I enjoy traveling, playing tennis, cooking for family and friends, and staying connected to the communities that shaped me.

Jacob Deschenes is the sole advisor at ERA Capital Management LLC in Kennewick, WA. He holds Series 63 and Series 65 designations and has 14 years of industry experience. He has been with ERA Capital Management since its founding in 2013. ERA Capital Management provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a model-based process that combines proprietary technical, mathematical, and statistical analysis across multiple portfolio strategies, including individual-stock growth and fixed-income approaches.

Ian Mitz is a CFP® and ChFC® with 24 years of industry experience. He is the principal of Mitz Wealth Management, LLC, an independent advisory firm he founded in 2016 after previously working at Northwestern Mutual from 2001 to 2019. Mitz may earn commissions from insurance companies unrelated to Northwestern Mutual for certain non-variable insurance products. Mitz Wealth Management provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm’s investment approach combines strategic asset allocation based on Modern Portfolio Theory with active and passive funds, incorporating cyclical, fundamental, technical, and quantitative analysis within a long-term allocation framework.

Hello there! I'm Angie and I believe in the power of planning. Avea Financial Planning, LLC helps with tax-smart retirement planning, investment management and fiduciary financial advice for folks nearing or already in retirement. Geographically located in warm, sunny Southeastern Washington State, I work with clients from around the country. A solo advisor backed by a full team of investment and tax pros, you won't deal with some random person on the other end of an 800 number. As the point person for your financial life, our work together is all about YOU. Let' talk. I want to hear more about you and how I can help. Contact me, Angie Furubotten-LaRosee, CFP®, by clicking on the button or copy this link into your browser to schedule a complimentary call and let's talk. https://www.aveafp.com/schedule-a-meeting-with-avea-financial-planning/

Roger Matson is a CFP® with 38 years of industry experience, currently serving as the sole advisor at MCM Advisory, LLC in Richland, WA. His prior experience includes roles at Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network, Inc. He holds insurance licenses and acts as a co-trustee for family trusts benefiting his children. MCM Advisory, LLC provides financial planning, investment advice, and portfolio management services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on larger accounts, typically with a minimum of $500,000, and delivers advice mainly on a non-discretionary basis, combining third-party research and the adviser’s judgment to align investments with client objectives.

Adam Mc Collum is a financial advisor with Wealth Management Northwest, Inc. in Pasco, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Private Advisory Group. Wealth Management Northwest, Inc. is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-dimensional investment model with standard and custom risk options, managing client assets primarily on a non-discretionary basis and providing a structured, goal-oriented planning process.

Erik Lachaga is a financial advisor at RX Wealth Management in Kennewick, WA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at Equitable Advisors, Everspire, and Becton Dickson Medical. He has also spent time as a stay-at-home dad. RX Wealth Management is an independent advisory firm serving individual and high-net-worth clients with portfolio management and financial planning services. The firm emphasizes a long-term investment approach using diverse analytical methods and offers discretionary and non-discretionary management tailored to client preferences.

Forrest Alexander is a financial advisor at Dual Desert Wealth Management, LLC with Series 65 and Series 66 credentials and one year of industry experience. He has worked at Business Transition Advisors, Inc., where he serves as a Regional Director specializing in ESOP consulting. Outside of advising, he is co-owner of 11:11 Elevens Enterprises, LLC, a consulting and real estate company. Dual Desert Wealth Management provides discretionary asset and portfolio management services to individual clients and entities, employing a blend of fundamental, technical, and passive strategies guided by Modern Portfolio Theory. The firm manages a small client base with portfolios reviewed quarterly for alignment with client objectives and risk tolerance.

Eldon Fielding Monson is the principal advisor at Monson Wealth Management, Inc. in Kennewick, WA. He holds the CFP® and Series 66 designations and has 25 years of industry experience. He has led Monson Wealth Management since its founding in 2014. Monson Wealth Management provides advisory services to individuals, high-net-worth clients, and small businesses, offering portfolio management and financial planning tailored to client-specific Investment Policy Statements. The firm’s investment approach emphasizes long-term trading based on modern portfolio theory and the efficient market hypothesis, using factor-aware strategies implemented primarily through pooled vehicles such as Dimensional Funds.

Seth Compton is a CFP® professional with 14 years of experience in financial advisory roles. He has worked at Valic Financial Advisors and Commonwealth Financial Network before joining Compton Financial Group, LLC, where he is a co-owner. Outside of advisory work, he is co-owner of a commercial real estate entity in Kennewick, WA. Compton Financial Group provides financial planning and consulting services focused on retirement income, estate planning, education funding, executive benefits, and tax analyses for individuals and families. The firm emphasizes written, customized planning without managing client assets or providing discretionary management.

Konner De Leon is a financial advisor with DeLeon Wealth LLC in Kennewick, WA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Brighton Jones LLC and DeLeon Insurance & Financial Services, LLC, as well as a background that includes full-time studies and early employment in the hospitality sector. DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to create client-specific portfolios, offers direct indexing through sub-advisors, and integrates ongoing financial planning without a separate fee.

Devyn Deleon is a CFP® and holds a Series 65 license, serving as a financial advisor at DeLeon Wealth LLC with four years of industry experience. Prior to joining DeLeon Wealth, Devyn worked at Brighton Jones LLC and Russell Investments. DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build customized asset allocations and integrates financial planning into the asset-management relationship, offering access to direct indexing through sub-advisors and accommodating client-specific restrictions.

Steven Compton is a financial advisor with Compton Financial Group, LLC, holding a Series 63 designation and over 43 years of industry experience. He previously worked for Valic Financial Advisors for 22 years before joining Compton Financial Group and Commonwealth Financial Network in 2022. Outside of advising, he engages in fixed insurance sales and is involved in managing commercial real estate through an entity he owns. Compton Financial Group provides financial planning and consulting services to individuals and families, focusing on written plans that address retirement income, estate planning, education funding, executive benefits, and tax analyses. The firm operates on a planning-only model, without managing client assets or offering discretionary management, and emphasizes asset allocation and cash-flow considerations rather than specific security recommendations.

Nicholas Parker is a financial advisor at Seaborn Financial, LLC in Richland, WA, holding the CFP® and Series 66 designations with six years of industry experience. His prior roles include positions at HFG Trust and The Vanguard Group, Inc. He is also a member of an LLC established for his wife's part-time contracting work. Seaborn Financial serves individual clients, including high-net-worth households, and employer-sponsored retirement plans. The firm employs a primarily passive investment approach using index mutual funds and ETFs, alongside comprehensive financial and retirement planning, pension consulting, and estate document preparation.

Sean Compton is a CFP® professional with 16 years of industry experience. He is the principal of Compton Financial Group, LLC in Kennewick, WA. Prior to founding Compton Financial Group in 2022, he spent 12 years with Valic Financial Advisors. Compton Financial Group provides financial planning and consulting to individuals and families, focusing on written plans that address retirement income, estate planning, education funding, executive benefits, and tax analyses. The firm operates a planning-only model without managing client portfolios internally or holding client assets.

Cameron Ridgeway is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has worked primarily at Petersen Hastings since 2017, with additional roles at Eastern Washington University and Isoray Inc. Petersen Hastings serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a passive, low-cost investment approach based on Modern Portfolio Theory, emphasizing diversified exposure through indexed and passive funds, periodic rebalancing, and fiduciary services for retirement plans.

Joshua Chittenden is a financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA. He holds a Series 65 credential and has 18 years of industry experience, including over 20 years with Petersen Hastings Investment Management. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and more than 1,000 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Alexander King is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 credential and has 11 years of industry experience. King has been with Christensen King PC since 2012. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets. The firm serves individual, high-net-worth, and corporate clients, offering portfolio management and advisory services using a blend of fundamental, technical, and quantitative analysis.

Caryle Brown is a Series 65 credentialed financial advisor with Christensen, King & Associates Investment Services, Inc., where they have worked since 1989, accumulating 26 years of industry experience. In addition to advisory services, Caryle is a shareholder in Christensen King & Associates’ affiliated CPA firm. Christensen King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis combined with asset allocation and third-party manager due diligence to develop tailored investment strategies.

Preston Eder is a Series 65-licensed advisor with HFG Advisors, Inc. in Kennewick, Washington, with four years of industry experience. His prior roles include positions at Gesa Credit Union and Grand Canyon University, and he has also worked with Northwest Baseball Ventures, LLC. Eder serves as a Trade & Operations Analyst at HFG Trust, a Washington state-chartered trust company affiliated with his firm. HFG Advisors, Inc. provides fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory and typically uses low-cost exchange-traded funds and institutional mutual funds, while supporting client-directed customizations and maintaining client asset custody with third-party custodians.