Austin Scott is a financial advisor at OSAIC Advisory Services, LLC with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2024, he worked at Arbor Point Advisors, Securities America, Inc., and Ameriprise Financial Services, Inc. Outside of his advisory role, Scott volunteers as a youth hockey coach and as a greeter at Mission Ridge Ski Resort. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment and planning services delivered through multiple program models, utilizing both proprietary and third-party platforms and managers.

Kimberly Johnson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. She has operated her own financial practices, including KMJ Financial Solutions and KMJ Financial Services, LLC, since 2017. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm provides financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent Investment Advisor Representatives.

William Mc Nair is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked extensively within the New York Life affiliate structure and operates Draggoo Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base that includes individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Thomas Krawczyk is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with New York Life Insurance Co. and Berkshire Hathaway HomeServices Jessup Real Estate. Outside of his advisory role, he teaches guitar lessons through his own business and serves as vice president of his homeowners association. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Travis Guzik is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Eagle Strategies in 2021, Guzik spent eleven years with Capital Group. He is also involved in insurance brokering, assisting with non-registered insurance products on a limited basis. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and advisory services with a focus on tailored solutions and predominantly non-discretionary asset management.

Stephanie Lamey is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with D.A. Davidson since 2019. Prior to this, she was employed at Apple Inc. for four years. Lamey also provides notary public services on an as-needed basis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides specialized services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Jean Biles is a financial advisor at D.A. Davidson & Co. with 17 years at the firm and 11 years of industry experience. She holds Series 66 and Series 63 designations. Outside of her advisory role, she is a notary public in East Wenatchee, providing notary services on a limited basis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and specialized wealth management for high-net-worth clients.

Larry Hancock is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and founded Hancock Fielder Retirement Strategies Inc., also operating under the ProActive Retirement Solutions name. Outside of investment advisory, Hancock is involved in fixed insurance and annuity sales. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income within a long-term approach.

David Solomon is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J. W. Cole Advisors since 2019. Prior to that, he was with Global Financial Private Capital, LLC for nine years and has operated Solomon Financial Group, Inc. since 2009. His other business activities include fixed annuity and insurance sales. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Allison Pasta is a financial advisor at Valic Financial Advisors with a Series 66 designation and four years of industry experience. She has held positions at Bergdorf Cellars and Agia, where she currently serves as an agent for 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. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Deanna Brown is a financial advisor with Valic Financial Advisors in Wenatchee, WA, holding a Series 66 credential and eight years of industry experience. She has served as an executive officer for PFLAG Wenatchee, a local nonprofit supporting friends and family of LGBTQ+ individuals. Prior to her advisory role, she worked in the Ephrata School District for ten years. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets through a large network of advisors.

Darren Goehner is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2009. Outside of his advisory role, he serves as Secretary for the NCW Community Toy Drive, a non-profit organization in Wenatchee, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers tailored planning and fiduciary services, including ERISA retirement plan advisory and a Private Wealth program for high-net-worth clients.

Christopher Lupo is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with Valic Financial Advisors and also serves as an agent for Agia, selling non-securities insurance products. Prior to his financial services roles, he worked in various school districts from 2012 to 2022. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kellen Lamey is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2021. Outside of his advisory role, he serves as a board member of the Pybus Public Market and Pybus Foundation, a nonprofit organization based in Wenatchee, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services from financial planning to fiduciary retirement plan advice and distinguishes itself by also serving as a municipal advisor and operating affiliated custodial entities.

Steven Hoglund is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Capstone Wealth Advisors, Path Wealth Management, and LPL Financial. Outside of his advisory work, he is involved in an insurance consulting business through Hoglund Consulting, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse range of clients including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Kyle Peterson is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with D.A. Davidson & Co. since 2010. Outside of his advisory role, he is involved with KP Designs, LLC in a governance capacity. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Brett Peterson is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2018, following roles at Pro Sports Club and Quantum. Outside of his advisory work, he serves on the board of the Wenatchee Valley College Foundation and is involved locally as a basketball coach and referee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering comprehensive financial planning and specialized programs for high-net-worth clients.

Marissa Hammerstrom is a CFP® professional with eight years of industry experience, currently with Osaic Advisory Services, LLC. Her prior roles include positions at Arbor Point Advisors, Securities America, D.A. Davidson, Morgan Stanley, and Oppenheimer & Co. She serves as treasurer for Chelan-Douglas County Volunteer Attorney Services and is a board member of the NCW Estate Planning Council. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models and access to a range of investment platforms and alternative investments.

Karlee Stanford is a CFP® and holds a Series 66 license, with eight years of industry experience. She is currently with D.A. Davidson & Co., having joined the firm in 2017 and returned in 2023 after a five-year tenure at RBC Capital Markets, LLC. Prior to her advisory career, she spent time in full-time education. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Timothy Dilley is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services, and 1ST Global Advisors. Outside of his advisory role, he serves as treasurer for the Exchange Club of Wenatchee, a local service organization. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with discretionary and non-discretionary program choices.