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 financial advisor with LPL Financial, holding a Series 66 credential and 24 years of industry experience. He has previously worked with Cornerstone Wealth Strategies, Inc. and Waddell & Reed, Inc., among others. Ockey is also involved with Columbia Industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from various sources.

Nicole Mccalmant is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Alan Schwarz is a financial advisor at Raymond James Financial with a Series 66 designation. He has been with Raymond James Financial Services Advisors, Inc. since 2026 and brings prior experience from roles at Washington State University and as an operator of Ethos Cafe and Bakery. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports both individual and institutional advisory needs.

Carolyn Williams is a financial advisor with Morgan Stanley in Kennewick, WA, holding a Series 63 designation and bringing 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a broad offering of retail and institutional investment solutions.

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.

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 based in the Pacific Northwest, practicing within Merrill Lynch Wealth Management. He works with clients seeking personalized financial guidance, focusing on areas such as 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. His approach centers on treating clients' goals with the same seriousness as his own, emphasizing a collaborative and straightforward advisory relationship. Jonah was inspired to enter financial advising by observing his father's approach to building lasting client relationships. He holds a Bachelor's degree in Business Management from Grand Canyon University and the Chartered Retirement Planning Counselor (CRPC) designation. Starting his career with Merrill's Advisor Development Program, he gained experience in both the technical and relational aspects of financial planning. In his personal life, Jonah is a husband and father raising a young daughter with his high school sweetheart. He resides in the Pacific Northwest and engages in interests such as baseball, cooking, golfing, reading, running, spending time with family, and watching movies. His personal experience with family planning informs his professional perspective when advising clients.

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 affiliated with LPL Financial in Kennewick, WA. She has held roles at Cornerstone Wealth Strategies, Inc. and Financial Advocates Investment Management, among others. Mulhausen provides administrative support to Cornerstone Wealth Strategies, an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.