Taylor Mitchell is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2018 and has previously been involved with University of Washington Football. Outside of advising, he serves as the head football coach for Wenatchee High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Brieanna Adan is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she was self-employed for one year and worked for 59er Diner for thirteen years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm is notable for its large network of advisors and branch offices, as well as its comprehensive suite of discretionary and non-discretionary investment strategies.

Jason Underwood is a CFP®-designated financial advisor with six years of industry experience, currently affiliated with Cetera. He has previously worked at Avantax Advisory Services and Washington Trust Bank and maintains a role with Cordell, Neher & Co. Underwood serves on the boards of the YMCA Wenatchee and the Exchange Club of Wenatchee. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm supporting individual, retirement plan, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers. The firm operates a multi-manager platform offering a range of program options and services under multiple custodial arrangements.

Jamie Hampton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining Raymond James in 2025, Hampton spent 15 years at CliftonLarsonAllen Wealth Advisors, LLC. Outside of advisory work, Hampton is a member of Riverbend Advisors PLLC, a support company based in Wenatchee, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Richard Viall is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. He previously worked at Stifel for 15 years before joining Raymond James in 2024. He also owns Legacy Wealth AMP, LLC, a support company based in Wenatchee, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm focuses on non-discretionary planning tailored to client goals and employs analytical tools such as risk profiling and probability modeling.

Callahan Woolett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Numerica Credit Union, CUSO Financial Services, and VALIC Financial Advisors. Woolett also operates Woolet Wealth Advisory as a DBA for his LPL business. LPL Financial is an SEC-registered adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Darl Bidleman is a financial advisor at Edward Jones with 17 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jennifer Faulconer is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Avantax Advisory Services and Cordell, Neher & Company PLLC, where she serves as a CPA-Manager. Faulconer is active in her community, holding board positions with the Wenatchee Valley College Foundation and Cancer Care of North Central Washington. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and various program structures, managing over $256 billion in assets.

Kristen Taylor is a financial advisor at Stifel with 44 years of industry experience. She has held her current position at Stifel since 2009 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Timothy Meyers is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked with firms including LPL Financial and Investment Professionals, Inc., and has also served at Cashmere Valley Bank since 2014. Outside of his advisory work, he serves as a board member for a homeowners association in Maui and is involved in a condo ownership LLC focused on shared property management. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a wide range of securities and investment options.

Zachary Davies is a Certified Financial Planner® (CFP®) with 19 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds the Series 66 license and is based in Wenatchee, WA. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Lori Galbraith is a financial advisor with Stifel, holding a Series 66 designation and 15 years of industry experience. She has been with Stifel Nicolays & Co Inc since 2013. In addition to her advisory role, she is a commissioned Notary Public in Washington State. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Eric Leonhardt is a financial advisor with Raymond James Financial in Wenatchee, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2025, he worked at CliftonLarsonAllen Wealth Advisors and Thrivent Financial. He is also a member of Riverbend Advisors, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by risk profiling and modeling tools, and it maintains specialized municipal and retirement advisory programs.

Steven Neher is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and 1st Global Advisors, among other roles. Outside of his advisory work, Neher serves as board president and finance committee member for Mission Vista Group Homes, which provides support and residential services to developmentally disabled adults, and he is also involved in nonprofit healthcare fundraising as audit/finance committee chair and treasurer for the Confluence Health Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that delivers a broad range of investment advisory services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management strategies and financial planning solutions across multiple program platforms.

Bradi Dahmen is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at Cetera since 2025 and previously spent six years with Avantax Investment Services and nine years with 1st GLOBAL ADVISORS, Inc. Dahmen also serves as Director of Financial Services at Cordell Neher & Company PLLC, where she oversees compliance and client services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and consulting services. The firm operates a multi-manager platform offering a range of program structures and investment options across discretionary and non-discretionary authorities.

Alfred Adan is a Series 66 licensed financial advisor with Edward Jones in Wenatchee, WA, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies alongside affiliated mutual funds and a trust company.

Charles Naismith is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 22 years of industry experience, including 15 years at Stifel prior to joining Raymond James in 2024. He serves as a committee member on the Chelan County Lodging Tax Advisory Committee, which advises on the allocation of lodging taxes collected to promote tourism. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Jerry Fischer is a financial advisor with LPL Financial in East Wenatchee, WA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he works part-time as a retail produce clerk. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Kyle Meissner is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He previously worked at Avantax Advisory Services and Cordell, Neher, and Company, PLLC, where he also serves as a CPA and member managing tax engagements. Meissner is active in community and professional organizations, including serving as Treasurer and Board Member of the Chelan Douglas Child Services Association and as Vice President/Treasurer of the Estate Planning Council of North Central Washington. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, including discretionary and non-discretionary authority, supporting over 10,000 advisors and $256 billion in assets under management.

Alisa Franklin is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Stifel since 2020 and previously held roles at Oneonta Trading Corporation and Chelan Fresh Marketing. Outside of her advisory work, Franklin is actively involved in her community as president of the Cashmere Youth Soccer league and serves as a Guardian ad Litem for the Chelan-Douglas County CASA. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.