Crystina Nguyen is a financial advisor at Ameriprise with nine years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Waddell & Reed, various insurance carriers for W & R Insurance Agencies, and Anneliese M Johnson LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach using proprietary research and algorithmic tools.

Chad Wilcott is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 2005, he has worked with a select group of families, retirees, and business owners across the country, helping them address a range of financial priorities including retirement income planning, investment management, wealth transfer strategies, business succession planning, and multigenerational wealth preservation. Chad graduated from Western Oregon University and earned the Certified Portfolio Manager® (CPM®) designation after completing educational requirements at Columbia University, The Fu Foundation School of Engineering and Applied Science, and the Portfolio Management Institute. He holds additional professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). He is also a member of the Academy of Certified Portfolio Managers (ACPM). Outside of his professional duties, Chad serves on the Kennewick Police Foundation Board. He enjoys spending time with his family, supporting his children's activities, and engaging in outdoor activities such as baseball, fishing, and running in the Pacific Northwest.

Anthony Schumacher is a financial advisor with RBC Capital Markets in Kennewick, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory work, he is involved in youth sports as the owner and coach of a basketball organization for third through eighth graders. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, and brokerage services tailored to each client’s risk profile and investment preferences.

Timothy Thomas is a financial advisor with Morgan Stanley in Kennewick, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Timothy owns and operates Jaguar Properties, LLC, a real estate business in Kennewick. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning arrangements.

Gabriel Barajas is a financial advisor with Edward Jones in Kennewick, WA, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, GESA Investment Services, LPL Financial, Waddell & Reed, and W & R Insurance Agencies. He has passive ownership in G-Town Fitness, a recreational business in Grandview, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices across the United States.

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 CFP® professional with 15 years of experience currently affiliated with Cetera. He has held multiple roles in wealth management, tax, and insurance services, including managing member positions at Epic Private Wealth and its related entities. He has been involved in overseeing marketing, operations, and financial management across these businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Kendra Molina is a Series 66-licensed financial advisor with Merrill in Kennewick, WA, with seven years of industry experience. Prior to joining Merrill in 2022, she worked at RBC Capital Markets, LLC from 2017 to 2022. Outside of her advisory role, Molina is involved as an independent retail consultant for a clothing business and works seasonally in photography. 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, offering both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

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.

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.