Samuel Fahsholtz is a CFP® and Series 66-licensed financial advisor with Stifel in Palm Desert, CA, where he has worked since 2015. He has 10 years of industry experience. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Roxanne Bryant is a financial advisor at Stifel with 42 years of industry experience and holds Series 63 and Series 65 licenses. She has been with Stifel since 2009. Outside of her advisory role, she is a licensed notary public in Washington State. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mariette Luchini Jacobson is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. She has held roles at multiple firms including Avantax Advisory Services and 1st Global Advisors. Outside of her advisory work, she is owner and principal of Tamarack Tax & Consulting, LLC, an accounting and tax preparation firm, and serves as a board member of the Lake Chelan Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management options through both affiliated and third-party managers, with a multi-manager platform supporting various investment strategies across discretionary and non-discretionary programs.

Nathaniel Cacka is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advising, he serves as Treasurer and a board member for Lighthouse Christian Ministries and Learning Well School, both community-focused organizations in Wenatchee, WA. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Deich is a financial advisor at Charles Schwab with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. since 2020. Prior to that, he was with Financial Alternatives and PlanMember Securities Corporation from 2016 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts via affiliated managers. The firm is notable for its scale, integrated service model, and multi-asset portfolio approach with centralized custody and operational support.

Christina Loucks is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Avantax Advisory Services, and Avantax Investment Services Inc. Loucks also serves as a wealth management assistant at CNC Financial Group, LLC and Cordell, Neher & Company, PLLC, where she supports financial and tax-related services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform with access to affiliated and third-party money managers and various program structures.

Randy Johnston is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at LPL Financial, Waddell & Reed, and leadership positions at Johnston Marcum LLC and R & M Johnston LLC. Johnston has also been involved with the Chelan County Historical Society and served on the Kiwanis Club Board for nine years. OSAIC serves a wide range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services alongside access to third-party money managers and model solutions. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Emma Dahmen is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked with Avantax Advisory Services. Outside of her advisory role, she serves as the head volleyball coach for the North Central Washington Volleyball Club, coaching youth players and supporting seasonal training programs. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Sarah Lindell is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Cashmere Valley Bank and Investment Professionals, Inc. Outside of her advisory work, she has been involved with Watercore Cider since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment options and financial planning services supported by a large network of advisors and advanced operational tools.

Kimberly Dunbar is a financial advisor with LPL Financial in Wenatchee, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Edward Jones for five years and has also been involved with the Lake Chelan Health & Wellness Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Daniel Rodgers is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 66 licenses, and has been with Edward Jones since 2006. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Guillermina Gomez Zepeda is a financial advisor with Edward Jones in Wenatchee, WA, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she assists with accounting and compliance support for a construction business owned by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and advisory services. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Stewart Craig is a financial advisor with Edward Jones in East Wenatchee, WA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrew Kauffold is a financial advisor with Equitable Advisors in East Wenatchee, WA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Clifton Larson Allen LLP and Pacific Aerospace and Electronics. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs through a network of Investment Adviser Representatives and uses third-party asset managers for many investment models.

Ismael Campos is a financial advisor with OSAIC located in East Wenatchee, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Royal Alliance, JohnstonPrentis Investments, LPL Financial, and Waddell & Reed. Outside of his advisory duties, he is a part owner of Tu Decides Media, a weekly hard and online newspaper. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and efficient-frontier analysis to construct portfolios that can include a range of investment types and supports both discretionary and non-discretionary account management.

Sean Patton is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and 1st Global Advisors, among other firms. He is also a CPA and a member of Cordell, Neher & Company, PLLC, a public accounting firm. Outside of his advisory role, Patton serves as treasurer and a board member of the Wenatchee Valley YMCA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that provides access to affiliated and third-party model portfolios as well as customized strategies.

Wayde Knowles is a financial advisor at LPL Financial with 33 years of industry experience. He previously worked at Lincoln Investment for 16 years before joining LPL Financial in 2026. Outside of his advisory work, he serves as the head boys basketball coach at Eastmont High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Geoffrey Gatewood is a financial advisor at LPL Financial in Wenatchee, WA, holding a Series 66 designation with 10 years of industry experience. He previously worked at Edward Jones for seven years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of customizable investment strategies and operational tools.

Allison Nathe is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Cetera since 2025 and previously held roles at Avantax Advisory Services, Cordell, Neher & Company, and other firms. Nathe also provides wealth management assistant support to financial professionals at Cordell, Neher & Company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across discretionary and non-discretionary programs.

Michelle Paris is a financial advisor at Stifel with 15 years of industry experience. She holds a Series 66 designation and has been with Stifel since 2009. Paris is also a licensed notary public in Washington State. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology with forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.