Kari Hancock is a Series 66-licensed financial advisor with Ameriprise in Walla Walla, WA, with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she operates Happy Fins Diving & Travel, focusing on scuba diving photography and travel, and serves on the Endowment Committee at Zion Lutheran Church. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to support income strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jessica Horst is a financial advisor with LPL Financial in Kennewick, WA, holding Series 66 and Series 63 licenses and six years of industry experience. Her prior work includes roles at Key Investment Services and KeyBank, and she has also been involved in small businesses outside of finance. Additionally, she is a licensed notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and technology, with both discretionary and non-discretionary management options.

Jason Will is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, U.S. Bancorp Investments, and Key Investment Services. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through a platform that integrates adviser programs with insurance and lending products.

Ashley Mleczko is a financial advisor with LPL Financial in Kennewick, WA, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL Financial, she worked at U.S. Bancorp Advisors, U.S. Bancorp Investments, and U.S. Bank. Outside of her advisory role, she operates Mleczko Enterprises, a laser engraving art business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Anneliese Johnson is a financial advisor with LPL Financial in Richland, WA, holding a Series 66 designation and having 19 years of industry experience. Her prior experience includes roles at Waddell & Reed and various insurance carriers, and she has operated her own entity, Anneliese M. Johnson, LLC, since 2014. She is also affiliated with Crump Insurance Services in a limited advisory capacity. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management supported by proprietary and third-party research and a variety of technology-enabled investment solutions.

Gregory Jones is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he serves as president and board member of the Richland Cemetery Association. 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 emphasizes a structured planning process supported by proprietary tools and methodologies.

Michael Rader is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned his High School Diploma from Victor Valley High School. His credentials reflect his focus on retirement planning and fiduciary responsibilities within wealth management.

Kipp Ladendorf is a financial advisor at Merrill with Series 63 and Series 66 designations and approximately one year of experience at Merrill. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Amazon Web Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Niles Gale is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets and Centaurus Financial. Gale serves on the board and finance committee of a nonprofit organization in Kennewick, WA, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jonah Wilcott is a Financial Advisor with Merrill Lynch Wealth Management. He developed his professional foundation through Merrill's Advisor Development Program, acquiring both technical expertise and client-focused experience. Jonah holds the Chartered Retirement Planning Counselor (CRPC) designation, which underscores his commitment to proficient retirement planning and financial guidance. He specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Jonah approaches financial advising as a partnership, emphasizing personalized strategies that align with each client's unique goals and circumstances. Born and raised in Kennewick, Washington, Jonah pursued higher education at Grand Canyon University in Phoenix, Arizona, where he earned his bachelor's degree. His family plays a central role in his life; as a husband and father, he brings a personal perspective to long-term financial planning. Outside of work, Jonah enjoys baseball, cooking, golfing, reading, running, watching movies, and spending time with his family.

Kyle Moon is a financial advisor with Osaic Wealth, Inc. based in Kennewick, WA, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Woodbury Financial Services, MML Investors Services LLC, and MassMutual Life Insurance Company. Moon also assists clients with insurance decisions through his involvement with Moon Wealth Management, focusing on fixed insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage, advisory, financial planning, and investment management services through a broad network of affiliated advisers and multiple platforms.

Vicki Reed is a financial advisor with Merrill in Kennewick, WA, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Merrill since 2012 and has been with Bank of America, N.A. since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Sani is a financial advisor with Ameriprise in Kennewick, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at RBC Capital Markets, Centaurus Financial Inc., Pacific Crest Planning, and New York Life Insurance Company. She is also involved with Sullivan & Blodgett, Inc., managing an advisory business outside of Ameriprise. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm delivers non-discretionary recommendations through a centralized consulting team, emphasizing assets held in Ameriprise managed accounts and integrating algorithmic automation in its planning process.

Kathryn Mulhausen is a CFP® professional with 14 years of industry experience, currently associated with LPL Financial. She has worked at LPL Financial since 2016 and also provides administrative support to Cornerstone Wealth Strategies, Inc., an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, third-party subadvisors, and proprietary research.

Kristopher Kennedy is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience, including ten years at Edward Jones. He is based in Richland, Washington. Outside of his advisory role, he is involved in property management through Kennedy Property Management and Real Estate LLC. 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 and investment strategies, supported by a large network of advisors and branch offices nationwide.

Lori Selby is a CFP® with 12 years of industry experience, currently advising at Cetera. She has previously worked with Epic Trust Investment Advisors and Waddell & Reed, Inc. Selby has also been involved with Women Helping Women Fund Tri-Cities and operates a business under Lasebly, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Matthew Riesenweber is a CFP® with 23 years of experience in the financial industry, currently affiliated with LPL Financial. He has previously worked with firms including Cornerstone Wealth Strategies, Inc., Financial Advocates Investment Management, and MV Group LLC. Outside of his advisory role, he is involved with Market Vineyards, LLC and the Boys & Girls Club of Benton & Franklin Counties. LPL Financial is a nationally registered investment adviser and broker-dealer serving a diverse clientele that includes individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by model portfolios, third-party subadvisors, and proprietary research.

Jackson Willingham is a CFP®-credentialed financial advisor with Edward Jones, based in Kennewick, WA, and has three years of industry experience. Prior to joining Edward Jones, he held roles at Kootenai Health, Axis Spine Center, Consumer Direct Care Network Idaho, Ronald McDonald House, and engaged in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Demi Bollinger is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Maximus and Sunflower Bank and has experience in education with the Kennewick School District and Fort Hays State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Swearingen is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining J.P. Morgan in 2021. Outside of his advisory role, he performs as a pianist for public and private events and provides private music instruction. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.