James Turk is a financial advisor with Centaurus Financial, Inc. and Alpha III Wealth Management, holding Series 63 and Series 65 licenses with two years of industry experience. He also operates 360 Service Solutions, LLC, an outside business activity he has maintained since 2014. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, and portfolio overlay strategies.

Jay Allred is a Series 66-credentialed advisor with D.A. Davidson & Co. in Kennewick, WA, where he has 14 years of industry experience. He has worked with D.A. Davidson & Co. since 2012. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

James Anderson is a CFP® professional with 23 years of industry experience, currently serving 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 diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, utilizing both qualitative and quantitative analysis to recommend and monitor investments, and also engages in municipal advisory and underwriting activities.

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, currently serving as a financial advisor at Carson Wealth. He has previously worked at Cetera Advisor Networks, Latitude Wealth Management, Cetera Advisors, and Pacific West Financial Consultants. Adams is president of the Walla Walla Valley Estate Planning Council. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach and partnerships with custodians and third-party sub-advisors to provide tailored portfolio solutions.

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.

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 35 years of experience in financial advising. He currently serves as a Senior Wealth Advisor at Carson Wealth and has held previous roles at Cetera Advisor Networks, Financial Management Inc., and LPL Financial LLC. Outside of advisory work, he is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care insurance. Carson Wealth is an enterprise platform managing approximately $50.6 billion through over 650 advisors, offering discretionary asset management, financial planning, sub-advisory services, and retirement plan management. The firm employs a model portfolio approach overseen by an Investment Committee and integrates a range of tailored solutions and technology partnerships to support execution and reporting.

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, currently advising at Carson Wealth in Kennewick, WA. Her prior experience includes seven years at James Hay Partnership and multiple roles at Latitude Wealth Management. She is also a commissioned Notary Public. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through over 650 advisors across partner offices. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by a comprehensive technology and custodial infrastructure.

Valen Permann is a financial advisor at Carson Wealth with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Financial Management, Inc. and Fidelity Investments. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee that constructs model portfolios and provides tailored investment solutions.

Tyler Price is a CFP® with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Commonwealth Financial Network, LPL Financial, Fisher Investments, and D.A. Davidson & Co. He is also an insurance agent involved in benefits and human resources. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, custodians, and proprietary model strategies.