Jermaine Jacobs is a financial advisor with Charles Schwab & Co., Inc. holding a Series 66 designation and one year of industry experience. Prior to his current role starting in 2024, he worked for the Oregon Department of Corrections for 12 years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and a formal alternative-investment selection process.

Daniel Tano is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of advising, he has been involved with the Lab Laboratories Toastmasters and has experience with JK2A, LLC in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Anthony Wolf is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is the sole proprietor of Wolf Investment Properties, LLC, a property management business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Jeffery Lewis is a financial advisor with Cetera Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. He has held multiple roles under the Epic Private Wealth brand, managing wealth management, financial planning, tax, and accounting services. Lewis has also been involved in various business management and insurance activities, including ownership and operational roles in several entities related to financial and tax services. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

Kendra Molina is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2022, she worked at RBC Capital Markets, LLC from 2017 to 2022, and has experience in education and retail management. Outside of her advisory role, she is an independent retail consultant for a clothing business and works seasonally in photography. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Christine Woollard is a Series 66 licensed financial advisor with 14 years of industry experience. She currently works at Raymond James Financial and has previously been associated with Brookstone Capital Management LLC and CTD Construction LLC. Outside of her advisory role, she serves as secretary for the Tri-County High School Rodeo Club and also works part-time in hospitality. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs for municipal advisory work and employer-sponsored retirement plans.

Joshua Herrin is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2008, including a six-year tenure at City National Bank from 2017 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through various advisory programs, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Donya Alexander is a financial advisor with MassMutual Investors Services holding Series 66 and Series 63 licenses. She has been with the firm since 2025 and has prior experience at Ste Michelle Wine Estates and Utah State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative planning engagements using firm-approved software and provides specialized programs such as divorce planning and estate-settlement services.

Travis Clifton is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Ryan Brault is a CFP® professional with over 20 years of industry experience. He has been with Edward Jones in Pasco, WA since 2005. Outside of his advisory role, Ryan serves as a board member for the Pasco Vocational Building Committee. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Mc Kenzie Thompson is a Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2016, based in Pasco, WA. Outside of her advisory role, she is involved in volleyball coaching with Elevate Volleyball Club in Kennewick, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and affiliated mutual funds.

Helga Behen is a financial advisor at Edward Jones in Pasco, WA, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Harry Van Dyken is a financial advisor at Edward Jones in Richland, WA, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 and operates a nationwide network of more than 23,700 advisors and 15,100 branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Chad Orth is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2000, beginning his career at Banc of America Investments before joining Merrill in 2010. Chad focuses on a comprehensive, goals-based wealth management approach that prioritizes understanding each client's unique financial situation, priorities, and long-term objectives. His expertise includes legacy planning, personal retirement planning, and retirement income strategies, aimed at creating customized and flexible financial plans. Chad holds a Bachelor's Degree in Finance from the University of Washington and is designated as a Personal Investment Advisor (PIA). He emphasizes a holistic view of financial management that integrates cash flows, debt management, retirement planning, and estate preservation to help clients pursue their individual goals. In addition to his professional role, Chad is active in community volunteering and values spending time with his family, enjoying music, and traveling. He resides in the Tri-Cities area and has lived there since 2002.

Courtney Wood is a financial advisor at LPL Financial with 17 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Erin Smith is a financial advisor with LPL Financial based in Kennewick, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Recc LLC, Cameron Burch, Burch & Smith LLC, Women Helping Women, and Waddell & Reed Inc. She is also affiliated with an entity named You'd Be So Dumb LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a diverse network of advisers and extensive research resources.

Casey Arstein is a financial advisor at Edward Jones in Richland, WA, with one year of industry experience. Prior to joining Edward Jones, Casey worked for 19 years in the Hermiston School District. Casey holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, mutual funds, and fiduciary services through a large network of financial advisors and branch offices.

Kendra Campanelli is a financial advisor with RBC Capital Markets in Kennewick, WA, holding a Series 66 designation and 12 years of industry experience. She has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Austen Hebdon is a financial advisor with Wells Fargo Clearing in Kennewick, WA, holding Series 63 and Series 66 credentials and six years of industry experience. His prior work includes roles at Ranstad and Fidelity Brokerage Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research-driven investment strategies with a broad platform of brokerage and advisory solutions.

Gregory Stapleton is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Cetera and has prior experience with Avantax Advisory Services, Epic Trust Investment Advisors, and Monson Wealth Management. His work history also includes roles outside the investment industry, such as positions at Gesa Credit Union, HMIS, and Isoray Medical, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, employer-sponsored retirement, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options and supports numerous program structures and custodial relationships.