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.

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.

Gunnar Berg is a financial advisor with Robert Baird & Co., holding a Series 66 designation and five years of industry experience. He has been with Baird Private Wealth Management since 2021. Prior to that, he worked in the agricultural sector, including roles at Yakima Fresh Growers and Shippers and Washington Fruit and Cold Storage. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across various investment strategies.

Kathleen Wilmes is a financial advisor with Edward Jones in Yakima, WA, holding the ChFC® and Series 66 designations and has five years of industry experience. She previously worked at the Central Washington Catholic Foundation for five years before joining Edward Jones in 2020. Outside of her advisory role, she owns and operates a short-term rental property that serves traveling nurses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and emphasizes a fiduciary standard in its advisory services.

Patrick O'Connor is a financial advisor with Robert Baird & Co. based in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, utilizing internal research, artificial intelligence tools, and a combination of manager-traded and model-traded strategies.

Brad Hansen is a financial advisor at OSAIC with a Series 66 designation and 14 years of industry experience. He previously worked at Baker Boyer from 2013 to 2026 before joining OSAIC and Alegria Advisors in 2026. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services as well as access to third-party money managers, using various tools and strategies to construct and manage portfolios across a range of asset classes.

William Hunter is a financial advisor with Thrivent Investment Management in Yakima, WA, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent Financial and its related entities since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based planning that can be combined with managed-account services under a consolidated billing option, focusing on a broad range of financial topics without discretionary trading authority.

Tanner Sloan is a financial advisor at Morgan Stanley in Yakima, WA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Irwin Research and Development and RBC Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers comprehensive financial planning through its Financial Advisors and Estate Planning Strategies Group.

Ruksar Karmali is a financial advisor with RBC Capital Markets in Yakima, WA, holding a Series 66 license and eight years of industry experience. Prior to joining RBC Capital Markets in 2018, she worked at Washington Vision Therapy Center and Chase Bank. Outside of her advisory role, Karmali is involved with Global Encounters as a marketing and communications committee member and serves as president of the Board of Directors for the YWCA of Yakima. RBC Wealth Management, a division of RBC Capital Markets, provides a range of portfolio management, financial planning, and brokerage services to individual and institutional clients. The firm customizes investment strategies according to clients’ risk profiles and employs a mix of in-house and third-party managers, offering various account structures and options including tax management and responsible investing.

Matthew Seelig is a financial advisor with LPL Financial in Yakima, WA, holding a Series 66 designation and two years of industry experience. He has worked at Washington State Employees Credit Union and Educational Federal Credit Union, accumulating over a decade in the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a wide range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to various investment programs supported by proprietary and third-party research.

Miles Megert is a financial advisor at Morgan Stanley in Yakima, Washington, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Baker Boyer Bank and has experience in the hospitality industry as a partner in Cowiche Canyon Kitchen, a restaurant and bar. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Its approach includes structured discovery conversations and firm-approved planning tools to support client financial planning needs.

Brian Rafferty is a CFP® and ChFC® with 10 years of industry experience. He has been with Edward Jones since 2015. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

David Ellis is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked with Ameriprise and Ameriprise Financial Services. Ellis provides investment advisory services through Financial Advocates Investment Management, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by LPL Research and third-party subadvisors.

Nyan Hartman is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. Prior to joining Osaic Wealth and Alegria Asset Management in 2025, Hartman worked at Morgan Stanley in 2023–2024 and has experience in client service and administration roles. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Lavon Ferguson is a financial advisor with Ameriprise in Yakima, WA, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise, he worked at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Ferguson serves as an assistant baseball coach at Yakima Valley College. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a centralized team and algorithmic tools to provide tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.

Kasen Bodeau is a financial advisor at Morgan Stanley in Yakima, WA, holding a Series 66 credential. He joined Morgan Stanley in 2024 and previously worked at Western Wheat Quality Laboratory and Bodeau Brothers Farm, where he amassed experience outside the financial industry. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning that utilizes structured discovery and firm-approved tools to model potential outcomes.

Karen Esquivel is a financial advisor with LPL Financial in Yakima, WA, holding a Series 66 license and four years of industry experience. Her prior work includes positions at Financial Advocates Investment Management and US Bank. She is also a notary in the State of Washington and provides administrative support to Integrity Wealth Advisors, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.