Shasta Meyers is a financial advisor at Edward Jones in Richland, WA, holding a Series 66 designation and with nine years of industry experience. Prior to joining Edward Jones in 2017, Meyers worked at the Center for Sharing from 2014 to 2017. Meyers serves as a board member of a local Children's Development Center, participating in governance and fundraising activities. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard, supported by affiliated mutual funds and trust services.

Wynn Hebdon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Ryan Sullivan is a CFP® and ChFC® with 21 years of industry experience. He is currently with Ameriprise Financial Service, LLC, having joined in 2023, and previously worked at RBC Capital Markets, Centaurus Financial, and Pacific Crest Planning. Sullivan serves on the board of Twin City Titans American Legion Baseball and owns Sullivan & Blodgett, Inc., managing his Ameriprise business. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Erica Clontz is a financial advisor at Edward Jones in Richland, Washington, holding a Series 66 designation with 11 years at the firm and four years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Richard Bartlett is a financial advisor with LPL Financial based in Kennewick, WA. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and other financial and insurance-related firms. Outside of his advisory role, Bartlett is a commissioned notary. 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, supported by research and various portfolio strategies.

Hanh Prost is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Prost worked in various roles in the automotive and credit union sectors, including positions at ACV Auctions, McCurley Honda, Toyota of Tri-Cities, and Gesa Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Ronald Sweezea is a financial advisor with Primerica Advisors in Richland, WA, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of his advisory role, he is the owner of Sweezea Financial Group LLC, which operates for Primerica business purposes and involves sales of loan products and home-related services referrals. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a tiered wrap-fee structure rather than fixed fees.

Arianna Harold is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked for nine years at The Columbia River Eye Center. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of 23,701 financial advisors nationwide.

Hayden Pitman is a financial advisor affiliated with Cetera, holding Series 63 and Series 66 designations and possessing six years of industry experience. His work history includes roles at Cetera Investment Services LLC, Numerica Credit Union, Key Investment Services, and KeyBank. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Gerald Bergquist is a financial advisor with Thrivent Investment Management in Kennewick, WA, holding a Series 66 credential and five years of industry experience. He has been with Thrivent and its affiliates since 2020 and previously worked at Williams Inland Distributors for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers goal-based planning and managed-account programs through a consolidated billing option called “WealthPlan,” focusing on holistic financial analyses without discretionary trading authority.

Matthew Wiser is a financial advisor with LPL Financial in Kennewick, WA, holding a Series 66 designation and 19 years of industry experience. He has been involved with Cornerstone Wealth Strategies, Inc. and Wiser Farms, LLC, both active since 2018, and has served in various community and nonprofit roles, including with the Boy Scouts of America and United Way of Benton & Franklin Counties. 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, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Ian Napier is a financial advisor at Edward Jones in Kennewick, WA, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and also owns Napier of Scotland, a business specializing in the manufacture of small leather goods. Prior to joining Edward Jones, he worked for the City of Kennewick from 2016 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory services and maintains a large national presence with thousands of financial advisors and branch offices.

Kendall Horlacher is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Kendall worked briefly at ANR and Washington State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of advisors and branch offices.

Ryne Andreason is a financial advisor with Edward Jones in Richland, Washington. He holds the Series 66 designation and has two years of industry experience, including prior work with the Hermiston School District. 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 and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Karson Taylor La Motte is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Play-Well TEKnologies and the Girl Scouts of Eastern Washington & Northern Idaho. Edward Jones is a full-service wealth management firm serving both 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brendan Hay is a financial advisor with Ameriprise in Kennewick, WA, holding a Series 66 designation. He joined Ameriprise in 2025 and has prior work experience in various industries including Washington River Protection Solutions and Packaging Corporation of America. Outside of his advisory role, he is involved in managing an Ameriprise franchise business focused on client service and acquisition. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income advice within a large institutional platform.

Kerinda Lashbaugh is a financial advisor at Edward Jones in Richland, WA, holding a Series 66 designation with 16 years of industry experience. Her prior roles include positions at Community First Bank/HFG Trust, Cetera, and Baker Boyer Bank. 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 and offers a range of discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Francis Robles is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at Wells Fargo NA and Wells Fargo Clearing from 2016 to 2022. He also has experience with ULTA Salon Cosmetic Fragrance, Inc. in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Utz is a financial advisor with LPL Financial in Kennewick, WA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined total of 11 years. Outside of his advisory role, he is a 50% owner of French Creek Vineyard LLC, where he manages vineyard operations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating model portfolios and research from multiple sources alongside advanced technological tools.

Carson Willingham is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2015. He holds the Series 66 designation and is based in Kennewick, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of investment strategies and advisory services under a fiduciary standard.