Morris Brack is a Series 66 licensed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor. Prior to joining LPL Financial, he worked at Ameriprise Financial Services. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Carly Mestaz is a financial advisor with Robert Baird & Co. in Yakima, WA, holding a Series 66 designation and 16 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Alex Ditto is a financial advisor with Edward Jones in Yakima, WA, holding Series 65 and Series 66 designations and four years of industry experience. His prior roles include positions at The Professional Financial Company, Sorenson Impact Center, and Hudson Oaks Wealth Management. Outside of finance, he co-owned Alex and Seth's Super Clean Windows from 2018 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm offers advisory programs with discretionary and non-discretionary strategies, access to managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Ryan Sullivan is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Prime Communications LLC for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Eric Davis is a financial advisor with Edward Jones in Yakima, WA. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Howards Medical Supply and Astria Health. 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, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Matthew Lawrence is a financial advisor with J.P. Morgan Securities in Yakima, WA, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Connell Oil DBA Co-energy, Shawnie Haas State Farm, Equitable Advisors, and the U.S. Forest Service. Outside of finance, he has worked in the education sector at Western Governors University and has experience in the retail and sports industries. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investments.

Susannah Vetsch is a financial advisor with Morgan Stanley in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney, Merrill, Banc of America Investment Services, and Citigroup Global Markets. She also serves as an executor/co-executor for estates. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing tailored financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers a structured financial planning process supported by approved planning tools and serves clients through a range of investment programs and strategic partnerships.

Courtney Beckler is a Series 66 licensed financial advisor with Edward Jones, based in Yakima, WA, and has nine years of industry experience. She has been with Edward Jones for ten years. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Roger Kinder is a financial advisor with Ameriprise in Yakima, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its predecessor firms since 2005. Kinder serves on the Stewardship Board of Harvest Community Church. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

John Rennie is a financial advisor at Morgan Stanley with 44 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Rennie holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools developed by its Global Investment Committee.

Anders Clark is a financial advisor with Edward Jones in Yakima, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Excel Fruit Brokerage and has been involved with Memorial Bible Church since 2019. 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 solutions supported by a large network of financial advisors and branch offices.