Valen Permann is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Financial Management, Inc., and CWM, LLC. Outside of finance, he has held positions in the powersports and retail sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using a discretionary approach with model portfolios overseen by an in-house Investment Committee.

Tyler Price is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. In addition to his advisory role, he is registered as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms, combining proprietary models and access to third-party strategists.

Dana Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and having 28 years of industry experience. Prior to joining Cambridge, Dana worked at AP Financial, Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Dana is also licensed as an insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various investment implementation options, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary portfolio management.

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 Series 66-licensed financial advisor with 15 years of industry experience. She is currently affiliated with LPL Financial and has served at GESA Credit Union since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a nationwide network of investment adviser representatives.

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. He has three years of industry experience and a diverse work history that includes roles in higher education and healthcare. 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 solutions supported by a large nationwide network of advisors and branch offices.

Ruben Bojorquez is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. He provides ongoing advice and adjusts client portfolios as their circumstances evolve. With expertise spanning general investing, retirement planning, and saving for unforeseen events, Ruben focuses on understanding what matters to his clients and their families. This client-centered approach enables him to craft personalized financial strategies that pursue their goals effectively. Ruben holds a Bachelor's Degree from Washington State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and 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, holding Series 63 and Series 65 designations and having 23 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2019. Outside of his advisory role, Murrow owns an agricultural business that hosts farm-to-table and charitable events. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kenneth Hagel is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include 25 years at Crown Capital Securities, LP and over a decade with Noble Wealth Management. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management options.

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 registrations. He has 36 years of industry experience and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for EPIC, a Head Start and early childhood education organization, where he acts as treasurer and oversees the CEO. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

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 credentials and four years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, NYLIFE Securities LLC, and Banner Bank. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations with a range of advisory programs and financial planning services. The firm offers both discretionary and non-discretionary management and utilizes model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

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.