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.

Isaac Walter is a Series 66-licensed financial advisor at OSAIC with 10 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 11 years. Walter is also involved with Scannell LLC, where he manages an advisory business. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with access to various third-party money managers and managed-account solutions.

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.

Steven Meyer is a CFP®-designated financial advisor with Edward Jones in Yakima, Washington, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, Meyer serves on the stewardship team at Westside Church in Yakima, where he participates in budget oversight and financial accountability. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Aubrey Holwegner is a financial advisor with Edward Jones in Yakima, WA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Holwegner has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and supports a large national network of advisors and branches.

Shane Snell is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in estate administration. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Richard Miller is a ChFC® credentialed financial advisor with 22 years of industry experience, currently associated with Cambridge Investment Research Advisors since 2021. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company spanning 16 years. Outside of his advisory work, he is a radio talk show host in Yakima, WA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning and investment management through a broad network of independent professionals, offering multiple portfolio management solutions and both discretionary and non-discretionary investment options tailored to client objectives.

Vincent Pyne is a financial advisor with Robert W. Baird & Co. in Yakima, WA, holding a Series 66 designation and six years of industry experience. He has worked at Robert W. Baird in two separate periods totaling seven years and spent three years at Morgan Stanley. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a variety of strategies and investment vehicles, including discretionary management and separately managed accounts.

Amy Waller is a financial advisor at Morgan Stanley in Yakima, WA, holding a Series 66 designation with nine years of industry experience. She has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2017, following a year at Edward Jones. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and diverse investment resources.

Norman Reid is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 15 years. Outside of finance, he coaches competitive gymnasts at Emerald City Gymnastics in Redmond, WA. 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, and institutional investors. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and investment consulting to client goals.