Casey Arstein is a financial advisor at Edward Jones in Richland, WA, with one year of industry experience. Prior to joining Edward Jones, Casey worked for 19 years in the Hermiston School District. Casey holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, mutual funds, and fiduciary services through a large network of financial advisors and branch offices.

Kendra Campanelli is a financial advisor with RBC Capital Markets in Kennewick, WA, holding a Series 66 designation and 12 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Austen Hebdon is a financial advisor with Wells Fargo Clearing in Kennewick, WA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Ranstad and Fidelity Brokerage Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research-driven investment strategies with a broad platform of brokerage and advisory solutions.

Gregory Stapleton is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Cetera and has prior experience with Avantax Advisory Services, Epic Trust Investment Advisors, and Monson Wealth Management. His work history also includes roles outside the investment industry, such as positions at Gesa Credit Union, HMIS, and Isoray Medical, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, employer-sponsored retirement, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options and supports numerous program structures and custodial relationships.

Craig Bolling is a financial advisor with LPL Financial in Kennewick, WA, holding Series 63 and Series 66 licenses and with 31 years of industry experience. His career includes roles at Waddell & Reed Inc and various insurance carriers, alongside long-term involvement with Harbor Financial Services and Fintegra, LLC. Bolling Financial Services LLC is an additional business entity related to his tax and investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by research and various investment strategies.

Janet Rodgers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Her career includes roles at PFS Investment Inc., Primerica Financial Services, Spencer Carlson, Numerica Credit Union, and HomeStreet Bank. Outside of finance, she is self-employed with JLR Interiors and owns Ciprian Logistics Corp., a furniture delivery business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, offering a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Ryan Shannon is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and three years of industry experience. He previously worked for WTCC/Amentum for six years before joining Edward Jones. Outside of his advisory role, Shannon operates a fishing guide service called Shannon's Reel Sportfishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Khurshed Sharifov is a financial advisor with Charles Schwab in Kennewick, WA, holding a Series 66 license and having 22 years of industry experience. Prior to joining Charles Schwab in 2018, he worked for nearly a decade at Century Securities. Outside of his advisory role, Sharifov is a managing partner of Solar Spirits Distillery and serves on the advisory board for Washington State University’s Tri-Cities Carson College of Business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of non-discretionary advisory services and access to affiliated discretionary portfolios that utilize multi-asset model strategies and centralized operational support.

Robert Fix is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise since 2017. Outside of his advisory role, he serves on the Board of Directors for the Inspiration Estates Home Owners Association and is employed by FWM, LLC in a noninvestment-related capacity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice and written recommendation reports focused on dependable income and tax-aware withdrawal strategies.

Alejandro Mayorga is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at Bank of America, Allan Brothers, American Medical Response, Best Buy, and Eastern Washington University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tara Wiswall is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Cetera and Baker Boyer National Bank. She is based in Richland, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and maintains a large national network of advisors and branch offices.

Shea Meehan is a financial advisor with LPL Financial, holding a Series 66 designation. Meehan’s prior work experience includes roles in legal firms such as Walker Heye, PLLC, and Gravis Law, PLLC, spanning over 17 years before transitioning to financial services. Meehan also operated Consult With Shea, P.C. for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, supported by extensive research and portfolio management options.

Saffiate Hales is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds a Series 66 designation. His prior work includes positions at Lord, Abbett & Co. LLC, D.A. Davidson & Co., and Thrasio. Ameriprise is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tyler Scott is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. He has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors, and he manages investment advisory services through his independent firm, Cornerstone Wealth Strategies, Inc. Tyler also serves as a board member for Next Gear Logistics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and supported by research and model portfolios.

Vanessa Perez is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Energy Northwest and Kadlec Regional Medical Center. Outside of her advisory role, she contributes as an independent contractor on AI data annotation projects. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing holistic, goal-based financial plans without discretionary trading authority. The firm emphasizes comprehensive planning across various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Justin Brown is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to joining LPL, he was involved with JeldonBrown LLC and worked with Waddell & Reed, Inc., among other roles. Outside of his advisory work, he served on the Richland Police Department Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Levi Geissel IV is a Series 66-credentialed financial advisor with 11 years of industry experience, currently affiliated with LPL Financial. He previously worked for Cambridge Investment Research Advisors, Inc. for over 10 years and maintains a role with Finity Group, LLC as an independent insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio management, and retirement plan consulting.

Kyle Blodgett is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Ameriprise and has previously worked at RBC Capital Markets and Centaurus Financial. Outside of his advisory role, he is a hobby musician and occasionally participates in local music groups. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.

Calvin Ockey is a Series 66-licensed financial advisor with Edward Jones, based in Kennewick, WA, and has four years of industry experience. He has held prior roles at Piton Wealth and PorterKinney PC, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and services through a large network of financial advisors and branch offices nationwide.

Travis Morrow is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 20 years of industry experience. His career includes roles at Arbor Point Advisors, Verus Capital Partners, Securities America, and ownership of Morrow Financial Group, Inc. He is also involved with 3 Rivers Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management options supported by proprietary and third-party research.