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.

Emily Maldonado is a financial advisor with LPL Financial in Kennewick, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2022, she worked at Home Point Financial Corp., Thrivent Advisor Network, LLC, Thrivent Financial, and Burch & Smith LLC. She provides administrative support to Cornerstone Wealth Strategies Inc., an independent investment advisory firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

David Alderman is a financial advisor with Morgan Stanley in Kennewick, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets beginning in 1994. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Samantha Alderman is a financial advisor at Morgan Stanley with seven years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to her financial services career, she worked in retail and hospitality roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, with a focus on structured planning tools and broad retail and institutional investment services.

Jared Liebert is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory work, he serves on the boards of Christ the King School and the Columbia Basin Youth Football League, and is involved with the Parish of the Holy Spirit committee providing budget and financial analysis. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Dustin Lamotte is a financial advisor at Edward Jones in Pasco, WA, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked in various roles at Progressive Insurance, Miller Paint, Benjamin Moore, U-Mobile, Samsung, and JCPenney. Edward Jones is a full-service wealth management firm serving more than 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.

Joed Ngaruiya is a financial advisor at LPL Financial in Kennewick, WA, with 10 years of industry experience and a Series 66 credential. His career includes prior roles at Waddell & Reed, Inc. and running his own practice, Joed Ngaruiya & Associates, LLC. He has also been involved with the Washington Policy Center, the Pasco Chamber of Commerce, and Pasco Ephesus SDA Church. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and technology.

Cameron Burch is a financial advisor based in Kennewick, WA, affiliated with LPL Financial. He holds a Series 66 designation and has 14 years of industry experience, including roles at Waddell & Reed Inc and Cornerstone Wealth Strategies, where he also provides investment advisory services through his independent firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Gracie Bartoldus is a financial advisor at Edward Jones in Richland, WA, holding CFP® and Series 66 credentials with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roderick Muzzy is a financial advisor at Ameriprise with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Morgan Stanley. Outside of his advisory role, he is involved in an independent audio-video products business. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research-driven modeling and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chad Mc Donald is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Luke Flohr is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Blockchyp and DBAT Columbia Basin, and was involved with Sarah Flohr Media and the City of Richland. He serves as a board member of the Richland Police Department Foundation, participating in event planning and support activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Cimmiyotti is a financial advisor with Raymond James Financial in Kennewick, WA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Raymond James Financial since 2000 and has also been involved in negotiating leases for rental real estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its advisors with advanced analytical tools and specialized advisory programs.

Rene Apodaca is a financial advisor with Edward Jones in Richland, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Edward Jones in 2025, he worked at LPL Financial, Hapo Community Credit Union, RBC Capital Markets, and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Joel Gomez is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, N.A. and Enterprise Holdings, Inc. He serves as a board member for Junior Achievement Southeastern Washington, a nonprofit organization. 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 managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Marcum is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America, Enterprise, and Western Washington University. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Becerra is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 18 years of industry experience, previously working at Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of custody platforms and both proprietary and third-party investment strategies.