Sherry Gustin is a financial advisor with Ameriprise in Wenatchee, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as president of an office condo association and secretary for a local networking group. Ameriprise offers retirement-income planning services focused on individuals with significant assets, combining research, modeling, and tax-efficient strategies to provide personalized recommendations. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Juan Ibarra is a financial advisor at Edward Jones with 11 years of industry experience. He previously worked at U.S. Bancorp Investments and Cashmere Valley Bank before joining Edward Jones in 2022. Ibarra holds the Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,700 financial advisors.

Charles Miracle is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. and Avantax Advisory Services from 2019 to 2025. Outside of his advisory role, Miracle serves as President of the Advisory Board for the Literacy Council of Chelan and Douglas Counties and is a member of the Board of Directors for the Wenatchee Valley Museum & Cultural Center. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing advisors with access to affiliated and third-party model portfolios and customized investment strategies.

Leslie Nelson is a financial advisor at Stifel with 13 years of industry experience. She has been with Stifel since 2012 and holds Series 63 and Series 65 designations. Stifel serves a broad 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, which uses forward-looking capital market assumptions and probabilistic modeling to assist in asset allocation and financial planning.

Mitchell Meyers is a financial advisor at OSAIC with seven years of industry experience. He has worked previously at LPL Financial LLC and Investment Professionals, Inc., and maintains a role at Cashmere Valley Bank. Meyers is licensed with a Series 66 designation. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm utilizes various portfolio construction tools and third-party partnerships to provide customized investment solutions.

Beau Bryant is a Series 66-licensed financial advisor at Stifel with eight years at the firm and a total of six years in the industry. Prior to joining Stifel in 2018, he worked for Andreas Keller from 2013 to 2018. Outside of his advisory role, he is a half owner of Rochlind Equestrian LLC, where he is involved in horseback riding instruction and financial management. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Michelle Jones is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at firms including LPL Financial, Financial Advocates Investment Management, and Financial Management, Inc., and maintains ownership of Michelle Jones, LLC. Outside of her advisory role, she is an insurance agent selling life, health, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, retirement services, and financial planning solutions, with multiple program structures and access to third-party managers.

Sheri Baldwin is a financial advisor with Stifel in Wenatchee, WA, holding a Series 66 designation and with 18 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, Baldwin is involved with Harvey Family LLC, serving as a member and overseer in property management. Stifel serves a diverse client base including individuals, institutions, and municipal entities, 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.