Shireen Sharma is a financial advisor at Intirety, LLC with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Gwn Securities, Inc. and Axa Advisors, LLC. Sharma is also licensed to provide life, health, disability, and long-term care insurance. Intirety, LLC, operating as Opal Wealth Management & Scenic Financial, provides investment management and financial planning primarily to individual clients. The firm manages approximately $73.6 million across several hundred household accounts using a combination of behavioral, charting, cyclical, fundamental, and technical analysis, and offers both discretionary and non-discretionary services.

Ethan Meikle is a financial advisor at Intirety, LLC with 11 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at GWN Securities, Inc. and Axa Advisors, LLC. Outside of his advisory role, he serves as an assistant track coach in the Selah School District. Intirety, LLC primarily advises individual clients, providing asset management, financial planning, and retirement rollover guidance. The firm uses a blend of behavioral, technical, and fundamental analysis to manage portfolios that include mutual funds, ETFs, and individual equities, and offers a wrap fee program that combines advisory, trading, and custody services.

Grace Terrill is a financial advisor with Hightower Advisors, holding a Series 65 designation and beginning her advisory career in 2025. Prior to joining Hightower, she worked in various roles including at All Seasons Vacation Rentals and LPL Financial, and she has academic experience through Eastern Washington University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and a variety of investment vehicles to meet client needs.

Brian Rafferty is a CFP® and ChFC® with 10 years of industry experience. He has been with Edward Jones since 2015. 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 and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

David Ellis is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked with Ameriprise and Ameriprise Financial Services. Ellis provides investment advisory services through Financial Advocates Investment Management, an independent investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by LPL Research and third-party subadvisors.

Karen Esquivel is a financial advisor with LPL Financial in Yakima, WA, holding a Series 66 license and four years of industry experience. Her prior work includes positions at Financial Advocates Investment Management and US Bank. She is also a notary in the State of Washington and provides administrative support to Integrity Wealth Advisors, an independent registered investment advisor. 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 broad range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Andre Dubois is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2014 and previously spent six years with Golden State Wealth Management, LLC. Outside of advising, he serves as an Operations Administrator for Kittitas Interactive Management in Yakima, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and brokerage services through a national network of investment adviser representatives, offering both discretionary and non-discretionary management with access to model portfolios, research, and various institutional and participant-focused solutions.

Evan Fischer is a financial advisor at Edward Jones with Series 66 credentials and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Hapo Community Credit Union and Maverick Gaming/Caribbean Casino. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

James Morrison is a financial advisor with LPL Financial in Yakima, WA, holding a Series 66 credential and possessing 14 years of industry experience. He has worked at firms including Waddell & Reed and Financial Advocates Investment Management, where he continues to provide administrative support. Outside of his advisory role, Morrison develops and sells collectible playing cards through his business, Curio Playing Cards. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Todd Homer is a financial advisor with LPL Financial in Yakima, WA, holding Series 63 and 65 credentials and bringing 33 years of industry experience. He has worked with LPL Financial since 2017 and also provides investment advisory services through Financial Advocates Investment Management. Outside of his advisory work, he has involvement in business entities including Homer Inc. and TRMR LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios and research from multiple sources.

Morris Brack is a Series 66 licensed financial advisor with seven years of industry experience. He is currently affiliated with LPL Financial and also provides investment advisory services through Financial Advocates Investment Management, an independent registered investment advisor. Prior to joining LPL Financial, he worked at Ameriprise Financial Services. 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, model portfolios, and retirement plan consulting.