Dana Allen is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AP Financial, Commonwealth Financial Network, LPL Financial, E.K. Riley Investments, and D.A. Davidson & Co. Allen is also licensed as an insurance agent. Cambridge Investment Research Advisors serves a diverse group of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and access to third-party advisers, as well as proprietary model strategies under the Founders Gate Capital brand.

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 financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has worked at LPL Financial and GESA Credit Union since 2016 and previously at Edward Jones from 2011 to 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Colton Clifton is an advisor at Edward Jones based in Richland, WA. He holds Series 63 and Series 66 licenses and has recently started his career in financial advising, with prior experience at KeyBank and two separate terms at Edward Jones. Before entering the financial industry, he worked in various roles including at Jimmy Johns and in education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

David Shillingstad is a Series 66 licensed financial advisor with Edward Jones in Richland, WA, where he has worked for five years. Prior to joining Edward Jones in 2018, he held positions at Chick-fil-A and various educational and healthcare-related organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Ruben Bojorquez is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with Merrill clients to understand their current financial situations and introduce them to solutions available through Merrill and Bank of America. He aims to empower clients with the knowledge and tools necessary to manage their financial lives and select platforms that suit their needs. Ruben focuses on getting to know his clients and what matters most to them and their families. He assists with a range of financial planning needs, including general investing, retirement planning, and saving for unforeseen events. He provides ongoing advice and guidance as clients' needs evolve. He holds a Bachelor's Degree from Washington State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA).

Catelyn Clifton is a financial advisor at Edward Jones based in Richland, WA. She holds a Series 66 designation and has been with Edward Jones since 2024. Prior to her advisory role, she worked in the food service industry and operated a small business, Indulgences Espresso and Delights. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Deborah Lunceford is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Shawn Murrow is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kennewick, WA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2019. Outside of his advisory role, Murrow owns and operates an agricultural business that hosts farm-to-table and charitable events. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining capabilities in municipal advisory and SIMPLE IRA employer consulting services.

Kenneth Hagel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Crown Capital Securities, LP for 25 years and has operated Noble Wealth Management since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Wade is a financial advisor with RBC Capital Markets in Kennewick, WA. He holds a Series 66 designation and has 26 years of industry experience, including 17 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Tyler Wanke is a financial advisor with Thrivent Investment Management in Kennewick, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at Thrivent Financial For Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial planning topics. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan” while keeping planning and portfolio management services separate.

Tanner Ricketts is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2021. Outside of his advisory role, he is the owner and operator of an e-commerce Shopify store focused on product marketing and entrepreneurship. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and separately managed accounts, and operates under a fiduciary standard.

Brent Hudson is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, Hudson serves on the board of directors for EPIC, a Head Start and early childhood education organization, where he acts as treasurer and provides oversight of the CEO. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring investment strategies to each client's risk profile and utilizing a combination of in-house and third-party managers and investment options.

Jay Freeman is a financial advisor at Edward Jones in Kennewick, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a legal guardian in his community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Zachary Fisher is a CFP®-credentialed financial advisor with seven years of industry experience, currently with RBC Capital Markets in Kennewick, WA. He previously worked at Thornburg Securities Corp and held roles at First Trust Portfolios and the University of Montana. Fisher serves as a board member of the Tri-Cities Cancer Center Foundation, participating in fundraising and community activities. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations by offering a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles. The firm integrates internal and third-party investment managers and provides access to alternative investments, lending arrangements, and tax-management strategies.

Erica Mata is a financial advisor with LPL Financial in Kennewick, WA, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, NYLIFE Securities LLC, and Banner Bank. She is also involved with Banner Wealth and Investment Services, which operates through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment programs and utilizes both proprietary and third-party strategies, supported by advanced advisor tools, while maintaining a broad platform that includes non-advisory financial services.

Sean Haselrig is a CFP® and holds a Series 66 credential with six years of industry experience. He is currently an advisor at Edward Jones in Richland, WA, and previously worked at Cetera, Baker Boyer Bank, and Bank of America. Haselrig serves as a board member for the Kadlec Foundation, a volunteer position involved in voting on charitable contribution distributions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of household, corporate, and charitable clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a variety of advisory programs and investment solutions.

Aaron Russell is a financial advisor at Edward Jones with 17 years of industry experience. He has held his current position at Edward Jones since 2014 and holds the Series 66 designation. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joel Ockey is a Series 66 credentialed financial advisor with 24 years of industry experience. He is currently affiliated with LPL Financial and has previously worked at Cornerstone Wealth Strategies, Inc., Columbia Industries, and Waddell & Reed, Inc. Ockey also provides investment advisory services through Cornerstone Wealth Strategies, an independent registered investment advisory firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.