John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Aili Wild is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has operated Freddy's Just for Halibut for 20 years and sells supplements independently through Tranont. Continental Investors Services primarily provides investment advisory and portfolio management services to individual retail clients, focusing on discretionary and non-discretionary account management with an emphasis on fixed income and municipal securities.

Max Kamp is a financial advisor at Continental Investors Services, Inc. with 49 years of industry experience. He has held his current role since 1992 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is the proprietor of NW Financial Service, a business dealing in life insurance. Continental Investors Services, Inc. provides investment advisory and portfolio management services mainly to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, with particular emphasis on securities management in fixed income and municipal markets.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Longview, Washington. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including prior roles at B. Riley Wealth Management and Hilltop SECURITIES, INC. He has been with Continental Investors Services since 2020. Continental Investors Services provides investment advisory and portfolio management primarily to individual retail clients, focusing on discretionary and non-discretionary securities account management rather than comprehensive financial planning. The firm has a team of nine advisors and emphasizes fixed income and municipal market trading.

Betty Trembley is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on discretionary and non-discretionary investment account management rather than comprehensive financial planning. The firm emphasizes securities management and trading, including fixed income and municipal markets, and operates as a registered investment adviser in all 50 states.

Michelle Elo is a financial advisor with Continental Investors Services, Inc. in Longview, WA. She holds Series 63 and Series 65 registrations and has 29 years of industry experience, having worked at Continental Investors Services since 1995. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and fixed income and municipal markets.

Max Anderson is a financial advisor with Geneos Wealth Management, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Geneos since 2006 and also operates Anderson and Anderson Advisory LLC. Anderson serves on multiple community and healthcare boards and coaches high school soccer. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Conner Wallace is a financial advisor at Geneos Wealth Management, Inc. based in Longview, Washington. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Geneos, he worked at Statco-DSI and serves as an assistant basketball coach at RA Long High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, using a variety of analytical strategies and offering customized account options.

James Mershon is a financial advisor with Calton & Associates, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. for 12 years. In addition to his advisory role, Mershon owns two insurance businesses, Mershon Financial and Traditional Insurance Sales Service, focused on insurance sales and service. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals and risk tolerance across multiple program structures.

John Anderson is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Geneos since 2007. Anderson is a 50% owner of Anderson and Anderson Advisory LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services using multiple analytic approaches and customizable portfolio strategies.

Heriberto Regino is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank NA and has a background in education at Central Washington University as well as local schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing monitoring, operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Ronald Horn is a financial advisor at Edward Jones in Longview, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Tracy Aalvik is a financial advisor with Edward Jones in Longview, WA, holding the Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2025, Aalvik worked at LPL Financial LLC and Cuna Brokerage Services, Inc. She receives dividends from Sealaska, a company based in Juneau, AK. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Gina Pafundi is a financial advisor with LPL Financial, holding Series 63 and 65 designations and bringing 25 years of industry experience. She has worked at LPL Financial since 2012, following previous roles at Wells Fargo Clearing and Wells Fargo Investments. She also operates a DBA under the name Financial Life Dimensions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Malcolm Beard is a financial advisor with Edward Jones in Longview, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, iQ Credit Union, and operated his own advisory business, Omega Financial, for seven years. Beard is also involved with IQ Investment Services, offering investment products through LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Joshua Smith is a financial advisor with Primerica Advisors in Longview, Washington, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors since 2001 and also works at Lower Columbia College and previously at Atlas Business & Employee Services. Outside his advisory role, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers trade execution and custody services through BNY Mellon Advisors and Pershing.

Rachelle Keith is a financial advisor with LPL Financial in Kelso, WA, holding Series 63 and Series 65 credentials and having 15 years of industry experience. Her prior roles include positions at Red Canoe Credit Union, Cuna Mutual Group, and Cuna Brokerage Services, Inc. She is involved with the Red Canoe Financial Group in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Todd Boze is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He has prior work experience at Wave Broadband and has been a member of the US Coast Guard Reserves since 1985. Outside of his advisory role, Boze is a director at Habitat for Humanity Kelso, WA, where he contributes to the organization's strategic direction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Ryan Gregory is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Edward Jones in Longview, WA, having worked previously at Fidelity Brokerage Services LLC and earlier at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Roy Gawlick is a CFP® and Series 66-licensed financial advisor with seven years of industry experience. He currently works with LPL Financial and previously spent seven years at Edward Jones. Outside of finance, he is an aikido instructor and owner of Shinju Dojo in Longview, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisor representatives and incorporates technology and diverse strategies in its advisory services.

Cade Spenker is a financial advisor with Thrivent Investment Management in Longview, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fibre Federal Credit Union and Franklin University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, and estate planning without portfolio management or discretionary trading authority.

Melissa Diaz is a financial advisor at Edward Jones in Longview, WA, with three years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Edward Jones in 2023, Diaz worked at Realty One Group Pacifica and Farmers Insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Breta Grumbois is a financial advisor with LPL Financial based in Longview, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes long-term roles at Cuna Mutual Group and Cuna Brokerage Services, Inc., along with concurrent work at Fibre Federal Credit Union. Grumbois is also involved with Fibre Financial Group, which offers investment products and services through LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by advanced operational and research tools.

Garrett Ashby is a financial advisor with Edward Jones in Castle Rock, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Stephen Fuller is a financial advisor with LPL Financial in Longview, Washington, holding CFP® and ChFC® designations and possessing 25 years of industry experience. Prior to joining LPL Financial in 2013, he worked at Invest Financial Corporation for 10 years and at Veravest Investment Advisors, Inc. for one year. He serves as secretary on the board of Fischer's Shopping Center Inc., a for-profit entity in Randle, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies on discretionary or non-discretionary bases.

Terry Grambo is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and Cetera since 2023. Outside of his advisory role, he is a partner in Mandatory LLP, a media business providing online training, and also offers notarial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services, with access to both affiliated and third-party investment managers.

Daniel Alexander Jr. is a financial advisor with Edelman Financial Engines, holding a Series 65 credential and eight years of industry experience. He has previously worked at US Bank and Stangier Wealth Management. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment approach.

Helen Alexander is a financial advisor at LPL Financial with 26 years of industry experience. She holds the CFP® and ChFC® designations and has worked at firms including CUNA Brokerage Services and Trajan Wealth, L.L.C. In addition to her advisory role, she is also involved in tax preparation and accounting as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisors with various investment strategies and operational tools.

Levi Godinho is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Edward Jones and Ragan & Brown CPA's P.S., among other firms. Outside of his advisory role, he has been involved in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Chelsey Sorensen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Continental Investors Services, Inc. for six years and held roles with Cowlitz County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sarah Wallace is a financial advisor with LPL Financial in Longview, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with LPL Financial and its affiliated entities since 2013. Outside of her advisory role, she is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Matthew Wiltse Hiatt is a financial advisor at Edward Jones in Longview, Washington, holding Series 63 and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns and manages a rental property in Star Valley Ranch, Wyoming. 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 solutions supported by a large network of financial advisors and branch offices.

James Pafundi is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials, and has 27 years of industry experience. He has worked at LPL Financial since 2010, with prior roles at Wells Fargo Investments, UBS Financial Services, and Prudential Equity Group. Outside of his advisory duties, he is involved in fixed insurance sales including fixed annuities and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

Nolan Brudi is a Series 66 licensed financial advisor with Edward Jones in Longview, WA, where he has worked since 2020. He has five years of industry experience, including prior roles at American Riviera Bank and Procore Technologies. 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 under management and operates a nationwide network of financial advisors and branch offices.

Jennifer Russell is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Merrill, LPL Financial, Good Life Advisors, and Cypress Fairbanks ISD. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of AI and long‑term asset allocation benchmarks.

Kody Joslen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for the Kelso Police Department and Sportsman's Warehouse. Outside of his advisory role, Joslen creates and posts outdoor educational videos on YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.

Maria Hart is a financial advisor at Edward Jones in Longview, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Ecological Land Services, Inc. and held various roles in education and local services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors and branch offices.

Becky Kienzle is a financial advisor with Ameriprise in Longview, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she owns KB Kienzle, LLC, a business specializing in stainless steel and non-ferrous fasteners. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nicholas Lemiere is a financial advisor with Edward Jones in Longview, WA, holding the CFP® and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Music Director at The Bridge Church in Longview. 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 advisory programs and services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Ryan Littlefield is a financial advisor with Edward Jones in Longview, WA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions with the Department of Natural Resources, Primerica, and various educational institutions. Outside of his advisory role, he occasionally plays music with a church band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of advisors and branch offices.

Sophia Spencer is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. She has worked at Ameriprise since 2011 and previously spent a decade at CUNA Brokerage Services, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.