James Turk is a financial advisor with Centaurus Financial, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he has been involved with Alpha III Wealth Management and owns 360 Service Solutions, LLC, an outside business operating since 2014. 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, and specialized advisory services through various platforms and employs both discretionary and non-discretionary investment arrangements.

Jay Allred is a financial advisor at D.A. Davidson & Co. with 13 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2012. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Stanley Allred is a financial advisor with D.A. Davidson & Co. in Kennewick, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with D.A. Davidson since 2009. Outside of his advisory role, he serves as an Assistant Financial Clerk for the Church of Jesus Christ of Latter-Day Saints, assisting with budget planning and income and expense reporting. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans and high-net-worth individuals. The firm provides services under fiduciary standards with offerings such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in stated net worth.

James Anderson is a CFP® with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2006. He holds the Series 66 designation and is based in Kennewick, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides comprehensive financial planning, ERISA retirement plan advisory, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.

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.

Jeanette Fiore is a financial advisor with Eagle Strategies (NY Life) in Pasco, WA, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies and New York Life since 2016 and owns Fiore Financial LLC, through which she brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring advice to client goals and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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 with D.A. Davidson & Co. in Kennewick, WA, holding a Series 66 credential and 11 years of industry experience. He has been with D.A. Davidson & Co. since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services, from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with over $20 million in net worth.

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 in Kennewick, WA, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has previously worked at Pillar Financial Group, Mass Mutual Investors Services, MassMutual Life Insurance, MetLife Securities Inc., and Metropolitan Life Insurance Co. Outside of his advisory role, he owns Invest Northwest Financial, LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and practice-management services.

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 19 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 is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

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 at D.A. Davidson & Co. with eight years of industry experience. He previously worked at Edward Jones for six years and has held positions outside of finance at Red Robin and Butterfield Country Club. He holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, including ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, and distinguishes itself by its involvement in municipal advisory and underwriting activities.

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.