Roger Cross is a financial advisor at Geneos Wealth Management, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Harlow Wealth Management, Inc. and Harlow Insurance Agency, LLC. Outside of his advisory role, he operates under the DBA Common Ground Advisory and serves as an independent representative for various insurance carriers focusing on fixed insurance sales. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies tailored to client needs.

Scott Kelley is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes positions at Federated Hermes, Inc., Merrill, and OppenheimerFunds Distributor, Inc. He is based in Ridgefield, WA. John Hancock Personal Financial Services, LLC provides financial planning, consultative services, and an Emergency Savings program to a diverse client base that includes individual clients, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted service model featuring third-party financial planning software and serves a high number of clients per advisor.

Jeffrey Schultz is a CFP® with 27 years of industry experience, currently serving at Creativeone Wealth, LLC. He has held roles at Change Path LLC since 2017 and has operated Schultz Financial Services since 2013. Outside of his advisory work, he is involved with CCPOD, LLC, a property leasing business for food cart entrepreneurs. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, and options.

Blaine Butcher is a CFP® and holds the Series 66 designation with seven years of industry experience. He is currently with Wealthcare Advisory Partners LLC and previously worked at Sommers Financial Management, Victory Capital Advisers, and Edward Jones among others. He has held roles both within financial services and in educational organizations. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary software and behavioral economics, using a combination of passive and active investment strategies supported by quantitative metrics.

Konstantina Castro is an investment advisor representative with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has previously worked with Atlas Investments, Foresters Advisory Services, and Foresters Financial Services. Outside of her advisory role, she is involved in real estate through her interests in Parthenon Properties, LLC and Lepitsa 1, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party investment solutions.

Lucas Weigang is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he also works as an insurance sales representative and unit field trainer. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities, emphasizing customized strategies aligned with clients’ goals and risk tolerances.

Sarah Woehrman is a CFP® with 15 years of industry experience and is currently with Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, LINCOLN FINANCIAL ADVISORS Corporation, and Ameriprise Financial Services. In addition to her advisory work, she is involved with Unique Planning Insurance Solutions, where she sells group benefits, and she provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model, utilizing various technology platforms and third-party managers to deliver investment solutions tailored to client goals and risk tolerances.

Stacy Hollender is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Kestra Advisory Services LLC and Kestra Investment Services LLC in 2021, Hollender worked at Spc and Sigma Financial Corporation from 2012 to 2019. She also serves as a registered field assistant with Parthenon Wealth Advisors and Kestra Advisory Services, focusing on operational duties and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and a range of investment solutions, managing approximately $79.8 billion in assets and serving unique clients such as sovereign wealth funds.

Patrick Flynn is a financial advisor with Eagle Strategies (NY Life) based in Ridgefield, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He operates Flynn Insurance, LLC dba Flynn Financial Partners, focusing on brokering insurance products, and serves on the Planning Commission for the City of Ridgefield as well as the Board of Directors for Seton Catholic High School. Additionally, he participates as an instructor with Junior Achievement and holds leadership roles such as President of the Estate Planning Council of Southwest Washington. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Neal Rodman is a financial advisor at Lincoln Investment with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2009. In addition to his advisory role, Rodman has worked for the Kalama School District since 1985. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, portfolio management through various models, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Rolf Ellingsen is a financial advisor at VOYA Financial Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with VOYA since 2014. He also operates Rolf Ellingsen LLC and has a background with U.S. Bancorp Investments, Inc. since 2004. Outside of advisory services, he functions as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment programs.

Lester Kennedy is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various entities affiliated with Bankers Life since 2021. Prior to his career in financial services, he spent 30 years at ALS Group USA Corp. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis methods to tailor portfolio allocations aligned with clients’ goals and risk tolerances.

Ibrahim Lasisi is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop strategies tailored to pursue their short-, mid-, and long-term financial goals. Ibrahim provides guidance on a range of financial matters including general investing, retirement planning, and saving for unexpected expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Ibrahim holds a Bachelor's Degree from the University of Illinois System. He has earned multiple professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in English and Arabic, Ibrahim is also involved in community service with organizations such as Feed My Starving Children. With a focus on building trusted relationships, Ibrahim engages clients in ongoing discussions about their financial concerns and goals, providing advice and support as their needs evolve.

Janelle Bergstrom is a financial advisor at LPL Financial with 30 years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining LPL Financial in 2021, she worked at Waddell & Reed, Inc. for 25 years and has maintained involvement with Maxem, Inc. since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Moore is a Series 66 credentialed financial advisor with 12 years of industry experience. He has worked at J.P. Morgan Securities and affiliated JPMorgan Chase entities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers a range of investment strategies approved through its internal review.

Kieran Dexter is a financial advisor with LPL Financial in Vancouver, WA, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and is also employed in project controls support at Pacific Northwest National Laboratory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by extensive non-advisory financial activities and oversight of over $819 billion in discretionary assets.

Meggan Camp is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank since 2013, including her current role at J.P. Morgan Securities beginning in 2022. Meggan also has prior experience with Lily Garden, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Sarah Gracey is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019, following three years at Ashcroft & Associates. Outside of her advisory role, she is co-owner of a t-shirt business based in Battle Ground, WA. 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 programs, including discretionary and non-discretionary strategies, with a nationwide network of financial advisors.

Stuart Eggertsen is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Reynolds American for 11 years. He is based in Ridgefield, Washington. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Kirsch is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds Series 63 and Series 66 licenses. Kirsch is a board member of Columbia County Christian School in Warren, OR, contributing to the oversight of the school’s goals and operations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.