Kevin Floyd is a CFP®, CFA®, AIF and Series 65 credentialed advisor with 15 years of industry experience. I founded Pomona Wealth Management to build the kind of advisory firm I would want for my own family: independent, thoughtful, transparent, and deeply personal. Since starting in financial services in 2008, I’ve worked across institutional investment management, agricultural lending, national brokerage, and senior wealth management roles, including helping oversee approximately $2 billion in client assets. Those experiences shaped the way I serve clients today: with disciplined investment advice, comprehensive planning, tax awareness, and a commitment to always putting clients first. At Pomona, I work with a select group of families, professionals, and business owners, including many with ties to agriculture and family businesses. My goal is to help clients simplify complex decisions, protect what they’ve built, and feel confident about the future. The name Pomona reflects my Eastern Washington roots. Pomona is the Greek goddess of fruit trees, which felt fitting for a firm built in a region shaped by orchards, farming, and family enterprise. My wife, Melissa, and I live in Richland with our two children, Alexandria and Austin. Outside of work, I enjoy traveling, playing tennis, cooking for family and friends, and staying connected to the communities that shaped me.

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.

Roger Matson is a CFP® with 38 years of industry experience, currently serving as the sole advisor at MCM Advisory, LLC in Richland, WA. His prior experience includes roles at Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network, Inc. He holds insurance licenses and acts as a co-trustee for family trusts benefiting his children. MCM Advisory, LLC provides financial planning, investment advice, and portfolio management services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on larger accounts, typically with a minimum of $500,000, and delivers advice mainly on a non-discretionary basis, combining third-party research and the adviser’s judgment to align investments with client objectives.

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.

Eldon Fielding Monson is a CFP® with 26 years of industry experience and is the sole advisor at Monson Wealth Management, Inc., where he has worked since 2014. He holds the Series 66 designation and operates out of Kennewick, WA. Monson Wealth Management serves individuals, high-net-worth clients, and small businesses with investment management and financial planning services. The firm follows an investment approach based on modern portfolio theory and efficient-market principles, constructing portfolios in-house using Dimensional funds, mutual funds, ETFs, individual securities, REITs, and digital assets where appropriate.

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.

Nicholas Parker is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Seaborn Financial, LLC since 2021. His prior roles include positions at HFG Trust and The Vanguard Group. Parker is a member of an LLC established for his wife's part-time contracting work, included solely for tax filing purposes. Seaborn Financial serves individual and high-net-worth clients as well as employer plan sponsors, offering investment management, financial planning, and pension consulting. The firm employs a primarily passive investment approach and integrates ongoing planning with portfolio management, additionally providing educational seminars and employer pension consulting services.

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.

Cameron Ridgeway is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with five years of industry experience. He holds a Series 65 designation and has worked primarily at Petersen Hastings since 2017, with additional roles at Eastern Washington University and Isoray Inc. Petersen Hastings serves individuals, including high-net-worth clients, as well as corporate pension plans, trusts, and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a passive, low-cost investment approach based on Modern Portfolio Theory, emphasizing diversified exposure through indexed and passive funds, periodic rebalancing, and fiduciary services for retirement plans.

Joshua Chittenden is a financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA. He holds a Series 65 credential and has 18 years of industry experience, including over 20 years with Petersen Hastings Investment Management. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and more than 1,000 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Alexander King is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 credential and has 11 years of industry experience. King has been with Christensen King PC since 2012. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets. The firm serves individual, high-net-worth, and corporate clients, offering portfolio management and advisory services using a blend of fundamental, technical, and quantitative analysis.

Caryle Brown is a Series 65 credentialed financial advisor with Christensen, King & Associates Investment Services, Inc., where they have worked since 1989, accumulating 26 years of industry experience. In addition to advisory services, Caryle is a shareholder in Christensen King & Associates’ affiliated CPA firm. Christensen King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis combined with asset allocation and third-party manager due diligence to develop tailored investment strategies.

Preston Eder is a Series 65-licensed advisor with HFG Advisors, Inc. in Kennewick, Washington, with four years of industry experience. His prior roles include positions at Gesa Credit Union and Grand Canyon University, and he has also worked with Northwest Baseball Ventures, LLC. Eder serves as a Trade & Operations Analyst at HFG Trust, a Washington state-chartered trust company affiliated with his firm. HFG Advisors, Inc. provides fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm emphasizes asset allocation based on Modern Portfolio Theory and typically uses low-cost exchange-traded funds and institutional mutual funds, while supporting client-directed customizations and maintaining client asset custody with third-party custodians.

Mathew Legard is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Petersen Hastings, he worked briefly at Kellers Supply Co and was a student for nine years. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion for over 1,000 clients. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporations, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Haley Johnson is a financial advisor at Petersen Hastings Wealth Advisors, Inc. with six years of industry experience. She holds a Series 65 designation and has been with Petersen Hastings Investment Management since 2019. Prior to that, she worked at Charter College from 2014 to 2019. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors. The firm serves individuals, high-net-worth clients, institutions, and other organizations using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.

Scott Sarber is a financial advisor with Petersen Hastings Wealth Advisors, Inc. based in Kennewick, WA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2000, he has been associated with both Carlisle Social Investments LLC and Petersen Hastings Investment Management, Inc. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and retirement plans using a predominantly passive, low-cost investment strategy grounded in Modern Portfolio Theory.