Andre Dubois is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2014 and previously spent six years with Golden State Wealth Management, LLC. Outside of advising, he serves as an Operations Administrator for Kittitas Interactive Management in Yakima, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management with access to model portfolios, research, and various institutional and participant-focused solutions.

Evan Fischer is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Hapo Community Credit Union and Maverick Gaming/Caribbean Casino. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Daniel Sullivan is a financial advisor with Robert Baird & Co. in Yakima, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves on the investment committee of the LaSalle High School of Yakima Foundation, a local Catholic high school support organization. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, advises individuals, families, pensions, corporations, and charitable organizations. The team provides tailored consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

James Morrison is a financial advisor with LPL Financial in Yakima, WA, holding a Series 66 credential and possessing 14 years of industry experience. He has worked at firms including Waddell & Reed and Financial Advocates Investment Management, where he continues to provide administrative support. Outside of his advisory role, Morrison develops and sells collectible playing cards through his business, Curio Playing Cards. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Jorrell Meyer is a financial advisor with Edward Jones in Yakima, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is the owner of Summitview Ranch LLC, a seasonal farming business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Ivan Garcia is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of J & I Investment Properties, LLC, where he is involved in buying and holding rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Joshua Horsley is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at Robert W. Baird since 2020. Prior to joining Baird, he spent time at Key Investment Services and KeyBank, and he also has experience with the Zillah School District and Follow The Harvest LLC. Robert W. Baird & Co.'s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a range of financial planning, portfolio management, and brokerage services. The firm employs a combination of managed account strategies, internal research including AI tools, and ongoing manager monitoring to deliver advisory services.

Michael Norton is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63, 65, and 66 licenses and with 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2018, and previously held positions at Madrona Distribution Inc. and Comprehensive Healthcare. His outside business activities include roles related to estate and investment matters in Yakima. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering customized financial planning and utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Camille Snell is a financial advisor with OSAIC, holding a Series 66 designation and based in Yakima, WA. Snell has been with Osaic Wealth and Alegria Advisors since 2026 and has 15 years of experience from Baker Boyer Bank. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers a range of integrated brokerage and advisory services, employing asset-allocation tools and third-party solutions to construct and manage portfolios across various asset classes.

Todd Homer is a financial advisor with LPL Financial in Yakima, WA, holding Series 63 and 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2017 and also provides investment advisory services through Financial Advocates Investment Management. Outside of his advisory work, he has involvement in business entities including Homer Inc. and TRMR LLC. 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 a range of advisory programs, financial planning, and brokerage services, with access to model portfolios and research from multiple sources.

Gary Lackey II is a financial advisor at Edward Jones in Yakima, WA, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Mc Dougall is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 1993. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, focusing on clients with Ameriprise-managed accounts.

Alicia Meissner is a Series 66 licensed financial advisor with Edward Jones in Yakima, WA, where she has worked since 2011. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment programs and advisory services supported by a large national network of advisors and branch offices.

Teresa Orcutt is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through various retail and corporate financial planning arrangements.

Jane Sobottka is a financial advisor at Raymond James Financial with six years of industry experience. She holds the ChFC® and Series 66 credentials and has a background that includes positions at Cetera, Columbia Bank, and State Farm Insurance Company. Sobottka is also associated with Columbia Wealth Advisors as a wealth advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary advisory services supported by advanced analytical and modeling tools and maintains specialized solutions such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Andres Lucero is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, with previous roles at Financial Advocates Investment Management, LPL Financial, Todd Homer, and Waddell & Reed, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,000 financial advisors.

Joseph Sullivan is a financial advisor at Robert Baird & Co. with eight years of industry experience. He has worked at Baird Private Wealth Management since 2018 and previously held a position at Zimmer Biomet Northwest. Joseph is a board member and treasurer of The Rotary Club of Yakima. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing internal research and a combination of manager-traded and model-traded strategies.

Bret Bohoskey is a financial advisor with Morgan Stanley in Yakima, Washington, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at RBC Capital Markets Corporation for 10 years before joining Morgan Stanley and its Private Bank in 2018. Outside of his advisory role, he serves on the Finance Committee at Yakima Valley College, contributing to the oversight of external money managers. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved analytical tools.

Bradley Meyer is a financial advisor at Edward Jones in Yakima, WA, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Meyer owns and operates Summitview Ranch, a seasonal farming and boarding business in Cowiche, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Keegan Harris is a financial advisor at Morgan Stanley with three years of industry experience. He previously worked at Yakima Federal Savings and Loan Association for eight years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of advising, he is involved in managing a sole proprietorship property rental business in Zillah, Washington. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets.