Based in Olympia, Washington. Serving clients statewide. Seth Deal is a CPA and fee-only fiduciary financial advisor who helps Washington State public employees retire with confidence. He holds the PFS credential, the financial planning designation built for CPAs. That makes him a tax expert first, with full financial planning on top. In retirement, where every pension and Social Security choice carries a tax bill, that order matters. Seth understands public sector retirement because he lived it. He worked in municipal finance with the City of Olympia before serving public employees as a CPA since 2018. He joined LifeFocus as an advisor in July 2024, working alongside his father and firm founder, Bob Deal, CPA/PFS. They keep the practice small and high-touch.

John Zerba is a Certified Public Accountant and financial advisor with 15 years of experience at 5 Star Investing, an independent registered investment adviser based in Milton Freewater, Oregon. He has maintained a parallel public accounting practice providing accounting, bookkeeping, and income tax preparation services. 5 Star Investing offers discretionary portfolio management, investment advice, and financial planning to individuals, corporate pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs an actively managed approach that combines concentrated stock positions with broader market diversification, utilizing fundamental and technical analysis with a value-oriented, multi-cap focus across equities and fixed income.

Joseph Fondahn is the principal of Fondahn Financial in Walla Walla, WA, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at Advantus Group, LLC dba Fondahn CPA since 2016 and previously at Baker Boyer National Bank from 2013 to 2016. In addition to financial advising, he owns and operates a public accounting practice through Advantus Group, LLC. Fondahn Financial provides investment management and comprehensive financial planning services to individuals, families, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversification, asset allocation, and tax-efficient strategies, while financial planning includes retirement, estate, tax, insurance, and education-funding planning.

Robert Deal is a financial advisor at LifeFocus Financial Advisors, LLC with 26 years of industry experience. He has been with LifeFocus since 2005 and holds a Series 63 designation. In addition to his advisory role, Mr. Deal is a CPA and dedicates a significant portion of his time to tax and accounting work within the firm. LifeFocus Financial Advisors serves individuals, small businesses, trusts, estates, and charities by providing asset management, financial planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis within a modern portfolio theory framework, integrating tax-reduction and estate-preservation strategies alongside investment advice.

Brian Bruggeman is a CFP® professional with five years of industry experience, currently with Walla Walla Wealth Advisors. He previously worked at Baker Boyer Bank for eight years and is a partner at Block Maughan & Associates, PLLC, an accounting firm where he focuses on tax preparation and planning. Walla Walla Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and technical analysis with Modern Portfolio Theory to create tailored portfolios that may include passive and active funds, ETFs, and individual securities, and offers socially responsible investing upon request.

Andrew Block is a managing partner at Walla Walla Wealth Advisors and holds a Series 65 designation. He has been a managing partner at Block Maughan & Associates, PLLC, an accounting firm, since 2010. Block has been with Walla Walla Wealth Advisors since its founding in 2025. Walla Walla Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored plans. The firm provides wealth management, financial planning, and retirement plan management using a combination of fundamental and technical analysis alongside Modern Portfolio Theory.

Deirdre Hafen is a financial advisor at Advisory Alpha, LLC with 14 years of industry experience. She holds a Series 65 credential and previously worked at Tucker Asset Management LLC for nine years. Hafen also owns Hafen Financial, a firm providing financial services, consulting, and fixed insurance product sales. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse range of managed portfolio strategies overseen by an internal Investment Team.

Ginger Kessel is a financial advisor at Arkadios Wealth Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Compass Financial Services, Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Outside of her advisory role, she is a co-owner of Kessel Enterprises, Inc., a construction services company, and serves on the investment committee of the Blue Mountain Community Foundation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs, including internally managed portfolios and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis and offers comprehensive portfolio reporting and financial planning.

Brandon Zaro is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2017, following eight years at Raymond James Financial. Outside of the financial industry, he is involved in a family farming operation in Touchet, Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a specialized Private Wealth program for clients with net worth over $20 million.

Michael Odman is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and three years of industry experience. Prior to his advisory role, his work history includes positions in construction and university settings. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and wealth management programs, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Patrick Jones is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials. He has been with Empower Advisory Group and Empower Financial Services, INC since 2026. His prior experience includes roles at Brilliant Finishes, Latitude Wealth Management, AgWest Farm Credit, and Washington State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Nicholas Lyons is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Walla Walla, WA, where he has worked since 2016. He has nine years of industry experience, including three years with JTI prior to joining D.A. Davidson. Lyons serves on the endowment committee for Walla Walla Catholic Schools and is a member of the finance committee at Walla Walla Country Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm’s services include ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Emily Reeves is a Series 66-licensed financial advisor with Creative Planning, where she has worked since 2024. She has four years of industry experience, including prior roles at Raymond James Financial Services Advisors and Krivoshein McDaniels Financial. Reeves also has experience with Washington State University programs and worked in hospitality early in her career. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing comprehensive investment advisory and financial planning services. The firm emphasizes a financial planning-led investment process with a focus on low-cost indexing and offers an array of supplemental strategies and retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Jacob Crawford is a financial advisor at Creative Planning with a Series 66 designation and three years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Krivoshein McDaniels Financial. Before entering the financial industry, he was employed at Foothills Physical Therapy and Midwestern University. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Kimberly Mcdaniels is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Creative Planning and previously worked at Raymond James Financial Services and co-owned Krivoshein McDaniels Financial, where she was involved in business management and operations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

William Fleenor is a financial advisor with D.A. Davidson & Co. in Walla Walla, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with D.A. Davidson & Co. since 2006. Outside of his advisory role, he serves as the boys' head golf coach at Walla Walla High School and is the secretary of the Walla Walla Country Club board. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Shannon Ebding is a CFP® with seven years of industry experience, currently with CWM, LLC since 2023. Prior to joining CWM, Shannon worked at Buckley Investment Group for seven years and has experience in mortgage lending. Outside of financial advising, Shannon serves as an accountant for Nocking Point Winery, managing bookkeeping responsibilities. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, institutions, and corporations through a network of over 600 advisors. The firm emphasizes discretionary portfolio management using model portfolios overseen by an internal Investment Committee and offers a range of services including financial planning and retirement-plan solutions.

John Buckley is a financial advisor at CWM, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckley Investment Group, LLC for 23 years before joining CWM in 2023 and Carson Wealth in 2026. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs discretionary portfolio management using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and technology tools, while offering comprehensive retirement plan services and various investment platforms.

Andre Selfa is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Arbor Point Advisors, Ameriprise Financial Services, LPL Financial, and Gesa Credit Union. He is also involved with Pinnacle Ascent Wealth Management, providing financial and investment advice through that affiliated entity. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms to construct and monitor client portfolios.

Elizabeth Armstrong is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Cetera since 2012. In addition to her advisory role, she sells fixed insurance products and is a member of the PEO Sisterhood philanthropic organization, serving on its education committee. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Jacob Barnhart is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2007 alongside his father in Walla Walla, Washington, later relocating to Seattle in 2014, and joining Merrill Lynch in 2017. Jacob specializes in 401(k) plans and assists business owners and executives with customized qualified retirement plan designs and financial strategies aimed at maximizing tax-deductible contributions. Jacob holds several professional designations, including Certified 401(k) Professional (C(k)P®), Retirement Benefits Consultant (RBC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree in Sociology from Seattle University and an Associate of Arts degree from Walla Walla Community College under the Post 9/11 GI Bill. Prior to his financial career, Jacob served four years in the United States Marine Corps with multiple tours overseas. In addition to his professional work, Jacob is involved with the Walla Walla Humane Society and participates in the community through organizations such as Siri Brazilian Jiu Jitsu. His personal interests include biking, golfing, music, reading, swimming, and spending time with family.

Samuel Wells is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2004. Outside of his advisory role, he serves as president of The Turner Group Corporation Crop Insurance. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

David Shelbourn is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2010. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Melissa Wilcox is a financial advisor with Edward Jones in Walla Walla, WA, holding Series 65 and Series 66 credentials and 16 years of industry experience. She previously worked at multiple mortgage and real estate firms and was with Buckley Investment Group for 14 years. Wilcox serves as a board member for The Health Center in Walla Walla. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branches.

Lawson Knight is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Edward Jones in Walla Walla, WA. He has been with Edward Jones since 2017 and previously worked at Intermountain Impact Investments from 2015 to 2017. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harold Boucher is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently associated with Raymond James Financial Services Advisors, Inc. and Columbia Bank, having previously worked at Cetera and U.S. Bancorp Investments. Outside of financial advising, he is a partner and ranch manager at Boucher Ranch, LLC, involved in managing all aspects of the ranch. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by analytical modeling and sponsors wrap-fee advisory programs, with a notable affiliation that supports municipal and public-finance work.

George Hessler is a financial advisor with Edward Jones in Walla Walla, Washington, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Holly Ramirez is a financial advisor with Edward Jones in Walla Walla, WA, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Carolyn Stiver is a Series 66–credentialed financial advisor with 15 years of experience at Edward Jones, where she has worked since 2011 in Walla Walla, WA. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Chase Hessler is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. The firm is a full-service wealth management company serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. Edward Jones manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.