Matthew Hargreaves is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. He holds a Series 65 credential and has 13 years of industry experience. Hargreaves has been with Leonard Rickey Investment Advisors since 2007. Leonard Rickey Investment Advisors is a nine-advisor team managing approximately $958 million in client assets, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning, discretionary and non-discretionary investment management, and account monitoring services, using a proprietary investment process that emphasizes diversification and tactical asset allocation.

Anthony Farina is a CFP® professional with 22 years of experience in the financial industry. He has been with Capital Advisors Wealth Management since 2020 and previously worked at Wells Fargo Advisors Financial Network for 11 years. Outside of his advisory role, he has partial ownership in a local real estate business unrelated to investment management. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations by offering portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of quantitative, fundamental, technical, and modern portfolio theory approaches, incorporating options strategies and margin use in separately managed accounts, with ongoing monitoring and periodic reviews to align with client objectives.

Brian Drumhiller is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Capital Advisors Wealth Management and previously worked at UBS Financial Services for nearly a decade. Capital Advisors Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and other organizations with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-disciplinary investment approach incorporating quantitative, fundamental, and technical analysis, with services that include discretionary management and consultative planning.

Dirk Bernd is a financial advisor at Leonard Rickey Investment Advisors, P.L.L.C. in Yakima, WA, with 10 years of industry experience. He holds a Series 65 designation and has been with Leonard Rickey Investment Advisors since 2015. 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 variety of investment strategies including asset allocation, separate value and growth stock portfolios, and momentum-based technical ETF strategies, and integrates tax-planning capabilities through an affiliation with a tax/accounting firm owned by two of its principals.

Benjamin Rickey is a CFP® with 29 years of industry experience, currently serving at Leonard Rickey Investment Advisors, P.L.L.C., where he has worked for 25 years. He is involved in providing financial planning and investment advisory services. Outside of his advisory role, he is the owner of Pathway Tax Group, which offers tax preparation and advisory services. Leonard Rickey Investment Advisors serves individual and high-net-worth clients, trusts, estates, charitable organizations, and other business entities. The firm manages approximately $958 million in assets through a team of nine advisors and employs a diversified investment approach combining mutual funds, ETFs, and proprietary strategies tailored to client risk tolerance.

Ryan Franklin is a CFP® and holds a Series 65 license with 19 years of industry experience. He has been with Moss Adams Wealth Advisors LLC since 2006 and concurrently serves as a Tax Senior Manager at Moss Adams, LLP, where he manages tax preparation, planning, and client relationships. Moss Adams Wealth Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, foundations, pension and profit-sharing plans, and tribal entities, offering comprehensive wealth management, financial planning, and investment consulting. The firm manages approximately $4.75 billion in assets using a core-and-satellite investment approach and provides both discretionary and non-discretionary portfolio management.

Jason Tompkins is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2011. Outside of his advisory role, Tompkins is involved in the buying and selling of trading cards. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and maintaining supervisory oversight.

Connie Falon is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Commonwealth since 2015 and is also a co-owner of Compass Financial Network, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, investment management, and practice-management support, enabling advisors to offer customized portfolio solutions and comprehensive wealth management services.

Nicholas Rogers is a financial advisor with Eagle Strategies (NY Life) based in Yakima, WA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. He is also owner of Rogers Financial Group, LLC, where he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advisory solutions across multiple program types and operates primarily on a non-discretionary basis within the integrated New York Life affiliate structure.

Sara Light is a financial advisor at CWM, LLC with one year of industry experience. Her prior work includes roles at Waymaker Wealth Advisors and entrepreneurial ventures such as Java Heaven and Grace+Joy Clothing Boutique. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers retirement-plan services alongside various investment and advisory options.

Katie Kain is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. for three years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach and serves a large participant base relative to its advisor headcount.

Brenda Brink is a financial advisor with Eagle Strategies (NY Life) in Yakima, WA, holding the ChFC® designation and a Series 63 license. She has 37 years of industry experience, having worked with Eagle Strategies since 2022 and with New York Life and Nylife Securities since 1988. Brink serves as Vice President and board member of the Yakima Estate Planning Council. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, and plan sponsors. The firm offers a range of program types tailored to client objectives and specializes in non-discretionary asset management within an integrated New York Life affiliate structure.

Kenneth Reeves is a CFP® with 30 years of industry experience, currently affiliated with CWM, LLC. His work history includes roles at Financial Management, Inc., LPL Financial, and Invest Financial Corp., as well as operating Reeves Financial Services since 2001. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions. The firm manages portfolios primarily on a discretionary basis using model portfolios and employs a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Frederick Nyberg is a financial advisor with Eagle Strategies (NY Life) in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to his current role since 2019, he worked at Principal Financial Services Corporation and Principal Life Insurance Company from 2015 to 2018. Outside of advisory work, he owns KTN Thermal Dynamics, a company manufacturing automotive parts designed to reduce heat, and volunteers with an international agricultural project teaching farmers in Central Asia. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored solutions. The firm manages most assets on a non-discretionary basis and offers various program types in coordination with the New York Life affiliate network.

Chad Amos is a financial advisor with Valic Financial Advisors in Yakima, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Valic Financial Advisors since 2015 and holds an agent position with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services.

Cole Christianson is a financial advisor at Key Investment Services LLC in Yakima, WA, holding Series 66 and Series 63 licenses with four years of industry experience. He has been with Key Investment Services and its affiliated entities since 2022, and previously worked at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client direction in investment selection while providing ongoing monitoring and access to third-party discretionary managers.

Michelle Andrews is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at Key Investment Services and Key Bank since 2011. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Karl Moore is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 licenses and 30 years of industry experience. He has managed Moore Wealth Management, L.L.C. since 2007 and has been affiliated with Triad Hybrid Solutions since 2023. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of investment and financial planning services delivered through multiple program models and utilizes both proprietary and third-party platforms to manage client portfolios.

Kathy Parrish is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and having 43 years of industry experience. She has been with Commonwealth since 2015. Outside of her advisory role, she is the owner of Ascend Financial Group, LLC, which operates in securities, investment advisory, and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services.

Brad Davies is a financial advisor with Valic Financial Advisors, holding a Series 66 credential and six years of industry experience. He has worked at Valic Financial Advisors since 2019 and previously held roles at Numerica Credit Union and Davies Brothers Orchards. Outside of his advisory work, he provides bookkeeping services for family-owned orchards and occasionally supports his wife’s massage therapy and doula business. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.