Jacob Deschenes is the sole advisor at ERA Capital Management LLC in Kennewick, WA. He holds Series 63 and Series 65 designations and has 14 years of industry experience. He has been with ERA Capital Management since its founding in 2013. ERA Capital Management provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a model-based process that combines proprietary technical, mathematical, and statistical analysis across multiple portfolio strategies, including individual-stock growth and fixed-income approaches.

Ian Mitz is a CFP® and ChFC® with 24 years of industry experience. He is the principal of Mitz Wealth Management, LLC, an independent advisory firm he founded in 2016 after previously working at Northwestern Mutual from 2001 to 2019. Mitz may earn commissions from insurance companies unrelated to Northwestern Mutual for certain non-variable insurance products. Mitz Wealth Management provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients. The firm’s investment approach combines strategic asset allocation based on Modern Portfolio Theory with active and passive funds, incorporating cyclical, fundamental, technical, and quantitative analysis within a long-term allocation framework.

Hello there! I'm Angie and I believe in the power of planning. Avea Financial Planning, LLC helps with tax-smart retirement planning, investment management and fiduciary financial advice for folks nearing or already in retirement. Geographically located in warm, sunny Southeastern Washington State, I work with clients from around the country. A solo advisor backed by a full team of investment and tax pros, you won't deal with some random person on the other end of an 800 number. As the point person for your financial life, our work together is all about YOU. Let' talk. I want to hear more about you and how I can help. Contact me, Angie Furubotten-LaRosee, CFP®, by clicking on the button or copy this link into your browser to schedule a complimentary call and let's talk. https://www.aveafp.com/schedule-a-meeting-with-avea-financial-planning/

Adam Mc Collum is a financial advisor with Wealth Management Northwest, Inc. in Pasco, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Private Advisory Group. Wealth Management Northwest, Inc. is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-dimensional investment model with standard and custom risk options, managing client assets primarily on a non-discretionary basis and providing a structured, goal-oriented planning process.

Erik Lachaga is a financial advisor at RX Wealth Management in Kennewick, WA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at Equitable Advisors, Everspire, and Becton Dickson Medical. He has also spent time as a stay-at-home dad. RX Wealth Management is an independent advisory firm serving individual and high-net-worth clients with portfolio management and financial planning services. The firm emphasizes a long-term investment approach using diverse analytical methods and offers discretionary and non-discretionary management tailored to client preferences.

Forrest Alexander is a financial advisor at Dual Desert Wealth Management, LLC with Series 65 and Series 66 credentials and one year of industry experience. He has worked at Business Transition Advisors, Inc., where he serves as a Regional Director specializing in ESOP consulting. Outside of advising, he is co-owner of 11:11 Elevens Enterprises, LLC, a consulting and real estate company. Dual Desert Wealth Management provides discretionary asset and portfolio management services to individual clients and entities, employing a blend of fundamental, technical, and passive strategies guided by Modern Portfolio Theory. The firm manages a small client base with portfolios reviewed quarterly for alignment with client objectives and risk tolerance.

Seth Compton is a CFP® professional with 14 years of experience in financial advisory roles. He has worked at Valic Financial Advisors and Commonwealth Financial Network before joining Compton Financial Group, LLC, where he is a co-owner. Outside of advisory work, he is co-owner of a commercial real estate entity in Kennewick, WA. Compton Financial Group provides financial planning and consulting services focused on retirement income, estate planning, education funding, executive benefits, and tax analyses for individuals and families. The firm emphasizes written, customized planning without managing client assets or providing discretionary management.

Konner De Leon is a financial advisor with DeLeon Wealth LLC in Kennewick, WA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Brighton Jones LLC and DeLeon Insurance & Financial Services, LLC, as well as a background that includes full-time studies and early employment in the hospitality sector. DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to create client-specific portfolios, offers direct indexing through sub-advisors, and integrates ongoing financial planning without a separate fee.

Devyn Deleon is a CFP® and holds a Series 65 license, serving as a financial advisor at DeLeon Wealth LLC with four years of industry experience. Prior to joining DeLeon Wealth, Devyn worked at Brighton Jones LLC and Russell Investments. DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build customized asset allocations and integrates financial planning into the asset-management relationship, offering access to direct indexing through sub-advisors and accommodating client-specific restrictions.

Steven Compton is a financial advisor with Compton Financial Group, LLC, holding a Series 63 designation and over 43 years of industry experience. He previously worked for Valic Financial Advisors for 22 years before joining Compton Financial Group and Commonwealth Financial Network in 2022. Outside of advising, he engages in fixed insurance sales and is involved in managing commercial real estate through an entity he owns. Compton Financial Group provides financial planning and consulting services to individuals and families, focusing on written plans that address retirement income, estate planning, education funding, executive benefits, and tax analyses. The firm operates on a planning-only model, without managing client assets or offering discretionary management, and emphasizes asset allocation and cash-flow considerations rather than specific security recommendations.

Sean Compton is a CFP® professional with 16 years of industry experience. He is the principal of Compton Financial Group, LLC in Kennewick, WA. Prior to founding Compton Financial Group in 2022, he spent 12 years with Valic Financial Advisors. Compton Financial Group provides financial planning and consulting to individuals and families, focusing on written plans that address retirement income, estate planning, education funding, executive benefits, and tax analyses. The firm operates a planning-only model without managing client portfolios internally or holding client assets.

Tavin Blair is a financial advisor at Aldrich Wealth LP in Kennewick, WA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Boyer Bank, Adero Partners, Petersen Hastings Investment Management, and NorthWest Financial Group. He has also been involved with Blair Trucking, LLC and worked at George Fox University. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm utilizes an Investment Committee to guide asset allocation and manager selection, combining active and passive strategies with tax-aware techniques and alternative investments.

David Barr is a financial advisor at Tucker Asset Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience operating as a sole proprietor and running Dave Barr CLU LLC, where he is involved in insurance sales including life, disability, health, and annuities. He has a background spanning multiple decades in insurance with Provident Mutual Insurance Co and Guardian Life. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Ethan Later is a financial advisor at Wealth Management with a Series 65 credential and three years of industry experience. Prior to his current role, he held various positions including preparing and reviewing tax returns at GFG Financial. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory-based approach using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Christopher Leaverton is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 19 years of industry experience. He is the owner of Leaverton Life Financial, LLC, where he has directed daily operations since 2006. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of account platforms and investment approaches through its network of investment adviser representatives.

Gabriel Boruff is a financial advisor at Savvy with eight years of industry experience. He holds a Series 66 designation and has worked previously at Integrity Financial Corporation and Edward Jones. Prior to his financial advisory career, he was employed by the Kennewick School District and Tulane University Athletics. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans using primarily index-based, long-term strategies alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Makena Hunter is a financial advisor with Eagle Strategies (NY Life) based in Kennewick, WA, holding Series 66 and Series 63 licenses and with five years of industry experience. Prior to her current role, she has worked at Henker Financial Partners LLC and NYLIFE Securities LLC, among other positions. Her background also includes roles in hospitality and education. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and focuses primarily on non-discretionary assets, working with both individual investors and institutional plan sponsors.

Jeanette Fiore is a financial advisor with Eagle Strategies (NY Life) in Pasco, WA, holding a Series 66 designation and 26 years of industry experience. She has been associated with Eagle Strategies and New York Life since 2016 and owns Fiore Financial LLC, through which she brokers non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailoring advice to client goals and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Adams is a CFP® professional with 24 years of industry experience. He is currently with CWM, LLC and has held prior roles at Cetera Advisor Networks LLC and Latitude Wealth Management, LLC. Adams serves as president of the Walla Walla Valley Estate Planning Council. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, typically managing discretionary accounts using model portfolios overseen by an in-house Investment Committee.

Terrence Vause is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 25 years of industry experience. His prior work includes roles at Kestra Advisory Services LLC, Pillar Financial Group, MassMutual Investors Services, and Metlife Securities Inc. He is the owner of Invest Northwest Financial, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients with around $212.7 billion in assets under management. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, supporting customized portfolio solutions.

Clark Permann is a CFP® professional with 34 years of experience in the financial services industry. He is affiliated with CWM, LLC and has held roles at Cetera Advisor Networks, Financial Management Inc., and LPL Financial. Permann also conducts insurance sales involving life, health, disability, annuities, and long-term care. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement plan services, utilizing model portfolios and a combination of fundamental and technical analysis.

Nicole Jones is a CFP® and ChFC® with three years of industry experience. She is currently affiliated with CWM, LLC and has prior experience with Latitude Wealth Management, LLC and James Hay Partnership. Outside of financial advising, she serves as a notary public. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and a combination of fundamental and technical analysis, along with access to alternative investments and a variety of retirement-plan services.

Valen Permann is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments, Financial Management, Inc., and CWM, LLC. Outside of finance, he has held positions in the powersports and retail sectors. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, using a discretionary approach with model portfolios overseen by an in-house Investment Committee.

Tyler Price is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. In addition to his advisory role, he is registered as an insurance agent. Cambridge Investment Research Advisors serves a diverse client base—including individuals, retirement plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms, combining proprietary models and access to third-party strategists.

Dana Allen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and having 28 years of industry experience. Prior to joining Cambridge, Dana worked at AP Financial, Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Dana is also licensed as an insurance agent. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides various investment implementation options, including proprietary model strategies and access to third-party managers, with both discretionary and non-discretionary portfolio management.

Shawn Murrow is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and having 23 years of industry experience. He previously worked at D.A. Davidson & Co. for 17 years before joining Raymond James in 2019. Outside of his advisory role, Murrow owns an agricultural business that hosts farm-to-table and charitable events. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kenneth Hagel is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include 25 years at Crown Capital Securities, LP and over a decade with Noble Wealth Management. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management options.

Jay Freeman is a financial advisor at Edward Jones in Kennewick, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a legal guardian in his community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Erica Mata is a financial advisor with LPL Financial in Kennewick, WA, holding Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company, NYLIFE Securities LLC, and Banner Bank. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations with a range of advisory programs and financial planning services. The firm offers both discretionary and non-discretionary management and utilizes model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Alan Schwarz is a financial advisor at Raymond James Financial with a Series 66 designation. He has been with Raymond James Financial Services Advisors, Inc. since 2026 and brings prior experience from roles at Washington State University and as an operator of Ethos Cafe and Bakery. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports both individual and institutional advisory needs.

Niles Gale is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets and Centaurus Financial. Gale serves on the board and finance committee of a nonprofit organization in Kennewick, WA, and is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mary Sani is a financial advisor with Ameriprise in Kennewick, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at RBC Capital Markets, Centaurus Financial Inc., Pacific Crest Planning, and New York Life Insurance Company. She is also involved with Sullivan & Blodgett, Inc., managing an advisory business outside of Ameriprise. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm delivers non-discretionary recommendations through a centralized consulting team, emphasizing assets held in Ameriprise managed accounts and integrating algorithmic automation in its planning process.

Dustin Lamotte is a financial advisor at Edward Jones in Pasco, WA, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked in various roles at Progressive Insurance, Miller Paint, Benjamin Moore, U-Mobile, Samsung, and JCPenney. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joel Gomez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has been associated with Merrill since 2016 and previously worked at Bank of America, N.A. He serves as a board member for Junior Achievement Southeastern Washington, a nonprofit organization. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Becerra is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 18 years of industry experience, previously working at Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of custody platforms and both proprietary and third-party investment strategies.

Ryan Sullivan is a CFP® and ChFC® with 21 years of industry experience. He is currently with Ameriprise Financial Service, LLC, having joined in 2023, and previously worked at RBC Capital Markets, Centaurus Financial, and Pacific Crest Planning. Sullivan serves on the board of Twin City Titans American Legion Baseball and owns Sullivan & Blodgett, Inc., managing his Ameriprise business. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Richard Bartlett is a financial advisor with LPL Financial based in Kennewick, WA. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc. and other financial and insurance-related firms. Outside of his advisory role, Bartlett is a commissioned notary. 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, supported by research and various portfolio strategies.

Hayden Pitman is a financial advisor affiliated with Cetera, holding Series 63 and Series 66 designations and possessing six years of industry experience. His work history includes roles at Cetera Investment Services LLC, Numerica Credit Union, Key Investment Services, and KeyBank. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Karson Taylor La Motte is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Play-Well TEKnologies and the Girl Scouts of Eastern Washington & Northern Idaho. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Alejandro Mayorga is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He previously worked at Bank of America, Allan Brothers, American Medical Response, Best Buy, and Eastern Washington University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Levi Geissel IV is a financial advisor with LPL Financial in Kennewick, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2026 and previously spent 12 years with Cambridge Investment Research. Outside of his advisory role, Geissel is an independent insurance agent with Finity Group, LLC. 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 advisers. The firm offers a broad range of financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Kyle Blodgett is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Ameriprise and has previously worked at RBC Capital Markets and Centaurus Financial. Outside of his advisory role, he is a hobby musician and occasionally participates in local music groups. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.

Craig Marcum is a financial advisor with LPL Financial in Kennewick, Washington, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Richard Bartlett and Bni Power Network, among others. Outside of his advisory work, he officiates college and high school basketball games through several regional sports officials associations. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research, third-party subadvisors, and TAMP sponsors.