Lilymarie Mc Keirnan is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with three years of industry experience. She holds a Series 65 designation and has worked in various educational roles prior to joining Petersen Hastings in 2022. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach based on Modern Portfolio Theory.

Scott Brunson is a financial advisor with Christensen, King & Associates Investment Services, Inc., holding the Series 65 designation and bringing 21 years of industry experience. He has been with Christensen, King & Associates since 2003. Outside of his advisory role, he is involved with the affiliated Christensen King CPA firm. Christensen, King & Associates Investment Services is a team-based SEC-registered adviser with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a combination of fundamental, technical, and quantitative analyses alongside asset allocation and third-party manager due diligence to create portfolios managed on a discretionary basis.

Diane Gaines is a Series 65-licensed financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA. She has 18 years of industry experience and has been with Petersen Hastings since 2001. Petersen Hastings Wealth Advisors is a fee-only, SEC-registered firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Rick Prime is a CFP® professional with 22 years of industry experience, currently serving at HFG Advisors, Inc. He has been operating Prime Wealth Management, Inc. since 2014 and has maintained his own practice, Prime Wealth Services, since 2004. In addition to his advisory work, he is a part-time financial literacy instructor at Umpqua Community College. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans by providing investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm emphasizes asset allocation and a generally passive, low-cost fund-based investment approach aligned with Modern Portfolio Theory, while also offering socially conscious portfolios and various management options, including discretionary and non-discretionary services.

Robert McBride Jr. is a Series 65-licensed financial advisor with Christensen, King & Associates Investment Services, Inc. in Richland, WA, where he has worked since 1990, accumulating 26 years of industry experience. In addition to his advisory role, he is a shareholder in Christensen King & Associates, a CPA firm not related to investment services. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients, primarily individuals and high-net-worth clients. The firm employs a combination of fundamental, technical, and quantitative analysis alongside asset allocation and third-party manager due diligence to manage portfolios on a discretionary basis.

Molly Andler is a financial advisor at Christensen, King & Associates Investment Services, Inc. with seven years of industry experience. She holds a Series 65 designation and has been associated with Christensen King PC since 2010. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for around 583 clients. The firm serves individual, high-net-worth, and some corporate clients, offering portfolio management and related advisory services using a combination of fundamental, technical, and quantitative analysis.

Michelle Clary is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has been with Thrivent Advisor Network, LLC since 2020 and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management for 18 years. Clary serves on the board of the InFaith Community Foundation and is Vice President of the Tri-Cities Estate Planning Council. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by comprehensive client reviews and a connection to the broader Thrivent group.

John Mcdonald is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at OneAscent Financial Services LLC since 2021. He has held roles at Purshe Kaplan Sterling Investments and Waddell & Reed Inc, among others. Outside of his advisory work, he has been involved with ELEMSA LLC and community organizations such as Central United Protestant Church and the Arts Center Task Force. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of asset management and financial planning services, employing both advisor-managed and model-based strategies, and provides additional services including outsourced CIO and CCO functions.

Aaron Mc Gaughey is a CFP® professional with two years of experience, currently serving as an Associate Wealth Advisor at Piton Wealth and Thrivent Advisor Network, LLC. His prior work history includes roles at HFG Trust and Numerica Credit Union. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach with customized asset allocations, utilizing low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, while offering clients access to independent managers and model portfolios.

Tavin Blair is a financial advisor at Aldrich Wealth LP in Kennewick, WA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Boyer Bank, Adero Partners, Petersen Hastings Investment Management, and NorthWest Financial Group. He has also been involved with Blair Trucking, LLC and worked at George Fox University. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm utilizes an Investment Committee to guide asset allocation and manager selection, combining active and passive strategies with tax-aware techniques and alternative investments.

David Barr is a financial advisor at Tucker Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience operating as a sole proprietor and running Dave Barr CLU LLC, where he is involved in insurance sales including life, disability, health, and annuities. He has a background spanning multiple decades in insurance with Provident Mutual Insurance Co and Guardian Life. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Nicholas Mercer is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Thrivent Advisor Network, LLC since 2020. He previously worked at Thrivent Financial and Thrivent Investment Management Inc from 2017 to 2020. Outside of advising, Mercer serves as a board member for the Mid Columbia Tennis Association, a nonprofit focused on promoting tennis in the local community. Thrivent Advisor Network serves individuals, families, trusts, estates, businesses, and retirement plans through a network of advisory representatives managing approximately $6.8 billion in client assets. The firm offers portfolio management, financial planning, and retirement-plan advisory services, emphasizing diversified investment strategies that include mutual funds, ETFs, equities, bonds, and alternative investments.

Alexander Peloquin is a financial advisor with OneAscent Financial Services LLC, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, ELEMSA LLC, and Waddell and Reed, Inc. Outside of investment advisory, he is involved with ELEMSA LLC, a firm that provides payroll, tax, and employee benefits services. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, with investment programs implemented through individualized guidelines, model-based platforms, and overlay managers.

Ethan Later is a financial advisor at Wealth Management with a Series 65 credential and three years of industry experience. Prior to his current role, he held various positions including preparing and reviewing tax returns at GFG Financial. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory-based approach using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Christopher Leaverton is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 19 years of industry experience. He is the owner of Leaverton Life Financial, LLC, where he has directed daily operations since 2006. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and investment approaches through its network of investment adviser representatives.

Gabriel Boruff is a financial advisor at Savvy with eight years of industry experience. He holds a Series 66 designation and has worked previously at Integrity Financial Corporation and Edward Jones. Prior to his financial advisory career, he was employed by the Kennewick School District and Tulane University Athletics. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Darlene Hathaway is a financial advisor with Eagle Strategies (New York Life) in Kennewick, WA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Eagle Strategies since 2008 and has worked with New York Life and Nylife Securities LLC since 2002. Outside of her advisory role, Hathaway is involved in local agricultural and community organizations, including serving as president of the Hell Roaring Irrigation Company and as a board member of the Glenwood Rodeo Association. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Marshel is a financial advisor with Centaurus Financial, Inc. in Richland, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Centaurus Financial since 2003. Outside of his advisory role, he is president of Sterling Software, a company specializing in stock index future program software. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services, employing various analytical approaches and both discretionary and non-discretionary management arrangements.

Makena Hunter is a financial advisor with Eagle Strategies (NY Life) based in Kennewick, WA, holding Series 66 and Series 63 licenses and with five years of industry experience. Prior to her current role, she has worked at Henker Financial Partners LLC and NYLIFE Securities LLC, among other positions. Her background also includes roles in hospitality and education. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and focuses primarily on non-discretionary assets, working with both individual investors and institutional plan sponsors.

Calvin Halterman is a financial advisor with Centaurus Financial, Inc. in Kennewick, WA, holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has been with Centaurus Financial since 2012 and previously worked at Pacific Crest Planning, Inc. since 2006. Outside of advisory work, Halterman is involved in community counseling services and serves as an instructor for educational programs for CPAs and attorneys. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting with both discretionary and non-discretionary arrangements, employing a variety of investment analyses and third-party management options.