Ryan Halterman is a financial advisor with Centaurus Financial, Inc. in Kennewick, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at New York Life and Pacific Crest Planning. Halterman is also involved in non-investment marketing activities for PCP Consulting (Revel-E) and serves as Director of Marketing for Alpha 3 Wealth Management, where he works on tax mitigation strategies related to highly appreciated assets. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and trusts. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and specialized investment options.

Mary Gies is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been involved with United Planners since 1997 and is an active member of the Tri City Estate Planning Council. Mary also serves on the board of the Richland Education Foundation and previously operated Gies Associates LLC. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Daniel Adams is a CFP® professional with 24 years of industry experience. He is currently with CWM, LLC and has held prior roles at Cetera Advisor Networks LLC and Latitude Wealth Management, LLC. Adams serves as president of the Walla Walla Valley Estate Planning Council. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing discretionary accounts using model portfolios overseen by an in-house Investment Committee.

Dustan Allred is a financial advisor at D.A. Davidson & Co. in Kennewick, WA, with 12 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson & Co. since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, equity research, and comprehensive financial planning, adhering to a fiduciary standard in its advisory work.

Evan Harris is a financial advisor with Centaurus Financial, Inc. in Kennewick, WA, holding a Series 66 designation and two years of industry experience. He concurrently serves as Director of Client Relations at Alpha III Wealth Management, focusing on administrative work and client outreach. Centaurus Financial provides advisory and brokerage services to a diverse client base, offering financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

Terrence Vause is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior work includes roles at Kestra Advisory Services LLC, Pillar Financial Group, MassMutual Investors Services, and Metlife Securities Inc. He is the owner of Invest Northwest Financial, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients with around $212.7 billion in assets under management. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting customized portfolio solutions.

Sean Fox is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Equitable Advisors, LLC. Outside of finance, he serves as chairperson of Elementary Furniture Co. Inc. and provides part-time corporate training for firms in China through Echelon Corporate Training. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

John Henker is a financial advisor with Eagle Strategies (New York Life) based in Kennewick, WA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. His career includes roles at Rogers Financial Group and Nylife Securities Inc., and he operates Henker Financial Partners LLC. He serves as a board member and treasurer of the Wishing Star Foundation, a nonprofit that grants wishes for medically fragile children. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services, with a focus on tailored solutions and a significant portion of assets managed on a non-discretionary basis.

Jacob Kavaya is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Crown Capital Securities, LLC for 17 years before joining Independent Financial Group in 2023. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services using both firm- and third-party models, combining active and passive investment strategies across various risk profiles.

Mark Tompkins is a financial advisor with Steward Partners Investment Advisory, LLC in Kennewick, WA, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has worked with various Steward Partners entities since 2015. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, and managed account programs.

Clark Permann is a CFP® professional with 34 years of experience in the financial services industry. He is affiliated with CWM, LLC and has held roles at Cetera Advisor Networks, Financial Management Inc., and LPL Financial. Permann also conducts insurance sales involving life, health, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, utilizing model portfolios and a combination of fundamental and technical analysis.

Harper Jones III is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and had a one-year tenure at Red Robin prior to joining his current firm. Harper is based in Kennewick, WA. 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 provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative methods in investment recommendations.

Jeffery Seitz is a financial advisor at Steward Partners Investment Advisory, LLC with 32 years of industry experience. His prior roles include positions at LPL Financial LLC, Kestra Investment Services, and Strategic Wealth Advisors Group. Outside of his advisory work, he operates a small family farm in Washington State. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Cheryl Hirss is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 21 years of industry experience. Her prior work includes roles at Gies Associates, LLC and her own entities, Cheryl Hirss LLC and Cheryl and Galen Hirss. Outside of advisory services, she is involved in real estate sales and property management through Cheryl and Galen Hirss. United Planners Financial Services serves a diverse range of clients including individuals, corporations, charitable organizations, retirement plans, and institutional entities. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through a network of 477 independent Investment Advisor Representatives.

Nicole Jones is a CFP® and ChFC® with three years of industry experience. She is currently affiliated with CWM, LLC and has prior experience with Latitude Wealth Management, LLC and James Hay Partnership. Outside of financial advising, she serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and a combination of fundamental and technical analysis, along with access to alternative investments and a variety of retirement-plan services.

Valen Permann is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Financial Management, Inc., and CWM, LLC. Outside of finance, he has held positions in the powersports and retail sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using a discretionary approach with model portfolios overseen by an in-house Investment Committee.

Tyler Price is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. In addition to his advisory role, he is registered as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms, combining proprietary models and access to third-party strategists.

Dana Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and having 28 years of industry experience. Prior to joining Cambridge, Dana worked at AP Financial, Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Dana is also licensed as an insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various investment implementation options, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary portfolio management.

Marc Spinner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked with firms including LPL Financial and currently operates Waypoint Financial Services and Spinner Investment Management. Outside of finance, he owns Annapurna Rocks and Minerals and serves on the board of Friends of Badger Mountain, a community hiking trail organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, model strategies, and third-party money manager access.

Karee Eliason is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently affiliated with LPL Financial and has served at GESA Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.