Darren Talley is a CFP® professional with 19 years of industry experience and is the principal advisor at Talley Financial, an independent firm he founded in 2006. He holds Series 63 and Series 65 licenses and has been a notary public since 1990. Outside of financial advising, Talley manages multiple real estate and operating business entities through several holding companies. Talley Financial provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset allocation approach focused on actively managed mutual funds and ETFs with global diversification, offering both discretionary and non-discretionary management and periodic reviews.

Geneva Mac Millan is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2016. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside internal research and tools.

Dana Elwell is a financial advisor with Morgan Stanley in Manson, Washington, holding a Series 66 credential and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and investment modeling but generally acts in an advisory capacity without providing individualized security recommendations as part of standalone plans.

John Macrae is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He spent 21 years at Edward D. Jones & Co., L.P. before joining Raymond James in 2019. Macrae serves as Chair of the Board and Treasurer for Carenet of Ellensburg, a nonprofit organization. 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, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships, including unique municipal advisory and SIMPLE IRA consulting services.

Michael Lyman is a financial advisor with Raymond James Financial, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has worked with M Holdings Securities, Inc. for 19 years and has been managing The Lyman Group since 2002. He serves as a board member of the Division2 HOA and Community Association for Wapato Point. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Kristina King is a CFP® with five years of industry experience based in Manson, WA. She has worked at Edward Jones since 2021 and previously held positions at Amazon and Logic20/20. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.