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.

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.

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.

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.

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.

Ryan Amos is a financial advisor with Valic Financial Advisors in Yakima, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Valic Financial Advisors since 2000 and has also been associated with Agia since 2022, where he engages in activities related to 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.

Jeremy Kelley is a financial advisor with Thrivent Investment Management in Yakima, Washington, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent and its affiliated entities since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across multiple topics and integrates planning with managed-account programs under a consolidated billing option called WealthPlan.

Christopher Omlin is a financial advisor with Morgan Stanley in Yakima, Washington, holding a Series 66 designation and over 25 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. He serves on the board and finance committee of Riverside Christian School, a nonprofit organization in Yakima. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and employing structured planning tools supported by a Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Porter Loyd is a financial advisor at Edward Jones in Yakima, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has worked at Thrivent Financial and held various roles outside the financial sector, including at Simply Clean CO and Uber Technology Inc. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Lazorik is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 30 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and operated Lazorik Financial Management, LLC for 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm delivers tailored, non-discretionary planning using analytical tools and supports clients through its advisory programs and institutional consulting capabilities.

Scott Holt is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds a minority ownership interest in the Yakima Valley Pippins, a college summer baseball team in the West Coast League. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a wide range of investment advisory services supported by a large nationwide network of financial advisors and branch offices.

Jordan Miller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Miller spent 15 years at Wesco International Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

Gailon Gentry is a financial advisor with Edward Jones in Yakima, Washington, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory work, he is the sole member of Rocket Ride, LLC, a holding company for his personal aircraft. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

John Warren is a financial advisor at Robert Baird & Co. in Yakima, WA, with 25 years of industry experience. He has been with Robert Baird since 2014 and holds Series 63 and Series 65 designations. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to align with client goals and risk tolerances.

Jeremy Kelley is a financial advisor with Edward Jones in Yakima, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also serves in the US Army National Guard, a role he has held since 1996. Outside of his advisory work, Kelley is involved in residential real estate management. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm operates with a network of more than 23,000 financial advisors and provides services under a fiduciary standard.

Daniel Cohen is a financial advisor with Morgan Stanley in Yakima, Washington, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of advising, he serves as a successor trustee for a trust based in Mercer Island, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning processes that incorporate firm-approved tools and modeling techniques.

Levi Gentry is a financial advisor at Edward Jones in Yakima, WA, holding a Series 66 designation. He has one year of experience as a financial advisor. Prior to joining Edward Jones, he worked for Seattle Footwear, LLC for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.