John Bryant is the sole advisor at Bryant Wealth Management, Inc., an independent firm based in Longview, WA. He holds Series 63 and Series 66 designations and has 20 years of industry experience, having led his firm since 2006. Bryant also serves in an elected municipal public office. Bryant Wealth Management provides financial planning and discretionary portfolio management to individuals, households, and small businesses. The firm offers customized investment strategies and additional financial-management services, including bookkeeping and tax preparation, with an institutional custodial relationship through Charles Schwab.

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.

Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Dallas, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at B. Riley Wealth Management and Hilltop SECURITIES, INC. His career spans over two decades at major firms prior to joining Continental in 2020. Continental Investors Services, Inc. provides SEC-registered advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm integrates discretionary portfolio management with broker-dealer and insurance sales activities, operating through a team of licensed representatives.

Betty Trembley is a financial advisor at Continental Investors Services, Inc. She holds Series 63 and Series 65 licenses and has 45 years of industry experience. She has been with Continental Investors Services since 1992. Continental Investors Services is an SEC-registered investment adviser managing approximately $197 million for about 600 individual clients, primarily non–high-net-worth households. The firm provides portfolio management and investment advisory services alongside brokerage and insurance products.

Michelle Elo is a financial advisor at Continental Investors Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Continental Investors Services since 1995. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on managed portfolios, financial planning, and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

Max Anderson is a financial advisor with Geneos Wealth Management, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Geneos since 2006 and also operates Anderson and Anderson Advisory LLC. Anderson serves on multiple community and healthcare boards and coaches high school soccer. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Conner Wallace is a financial advisor at Geneos Wealth Management, Inc. based in Longview, Washington. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Geneos, he worked at Statco-DSI and serves as an assistant basketball coach at RA Long High School. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm provides financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, using a variety of analytical strategies and offering customized account options.

James Mershon is a financial advisor with Calton & Associates, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. for 12 years. In addition to his advisory role, Mershon owns two insurance businesses, Mershon Financial and Traditional Insurance Sales Service, focused on insurance sales and service. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both fee-based and commissionable brokerage and insurance products, tailoring investment recommendations based on client goals and risk tolerance across multiple program structures.

John Anderson is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Geneos since 2007. Anderson is a 50% owner of Anderson and Anderson Advisory LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services using multiple analytic approaches and customizable portfolio strategies.

Timothy Boostrom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a CFP® designation and over 26 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Financial, and Wells Fargo Advisors. Benjamin F. Edwards & Company, Inc. serves a diverse client base including individual investors, retirement plans, trusts, estates, and corporate clients. The firm provides a range of investment management and financial planning services, offering both model-based and customized strategies with ongoing due diligence and rebalancing.

Heriberto Regino is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior experience includes a role at KeyBank NA and several years in education at Central Washington University and local schools. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers, operating within the KeyCorp group alongside related banking and capital markets entities.

Karina Chang Camacho is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has been involved with Canvas Financial and Boom Planning for over eight and fifteen years, respectively. Outside of her advisory roles, she manages portfolio analysis, trading, compliance, and training activities at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Ronald Horn is a financial advisor at Edward Jones in Longview, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Tracy Aalvik is a financial advisor with Edward Jones in Longview, WA, holding the Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2025, Aalvik worked at LPL Financial LLC and Cuna Brokerage Services, Inc. She receives dividends from Sealaska, a company based in Juneau, AK. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Gina Pafundi is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations and has been with LPL Financial since 2012. She operates under the DBA Financial Life Dimensions in Longview, WA. 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, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Malcolm Beard is a financial advisor with Edward Jones in Longview, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining Edward Jones, he worked at LPL Financial, iQ Credit Union, and operated his own advisory business, Omega Financial, for seven years. Beard is also involved with IQ Investment Services, offering investment products through LPL Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Joshua Smith is a financial advisor with Primerica Advisors in Longview, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has also worked at Atlas Business & Employee Services and Lower Columbia College. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, offering a range of strategic and tax-aware investment models.

Rachelle Keith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior work includes roles at Red Canoe Credit Union, Cuna Mutual Group, and Cuna Brokerage Services, Inc. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Todd Boze is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He has prior work experience at Wave Broadband and has been a member of the US Coast Guard Reserves since 1985. Outside of his advisory role, Boze is a director at Habitat for Humanity Kelso, WA, where he contributes to the organization's strategic direction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services supported by a large nationwide network of financial advisors and branch offices.

Ryan Gregory is a CFP® professional with 15 years of industry experience. He has worked at Edward Jones since 2024 and previously spent eight years with Fidelity Brokerage Services LLC. He is based in Longview, WA. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Roy Gawlick is a CFP®-credentialed financial advisor with seven years of industry experience. He currently works at LPL Financial and previously spent seven years at Edward Jones. Outside of his advisory career, Roy is the owner and instructor of Shinju Dojo Aikido, a martial arts school in Longview, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by both discretionary and non-discretionary management options.

Cade Spenker is a financial advisor with Thrivent Investment Management in Longview, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fibre Federal Credit Union and Franklin University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, and estate planning without portfolio management or discretionary trading authority.

Melissa Diaz is a financial advisor at Edward Jones with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Realty One Group Pacifica and Farmers Insurance. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,000 financial advisors.

Breta Grumbois is a financial advisor with LPL Financial in Kelso, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Fibre Federal Credit Union, Cuna Mutual Group, and Cuna Brokerage Services since 2003. Outside of her advisory work, she is involved with Fibre Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Garrett Ashby is a financial advisor with Edward Jones in Castle Rock, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Stephen Fuller is a financial advisor with LPL Financial in Longview, WA, holding the CFP® and ChFC® designations and possessing 25 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he serves as Secretary of the Board for Fischer's Shopping Center Inc., a for-profit entity in Randle, WA. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Terry Grambo is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and Cetera since 2023. Outside of his advisory role, he is a partner in Mandatory LLP, a media business providing online training, and also offers notarial services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services, with access to both affiliated and third-party investment managers.

Daniel Alexander Jr. is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds a Series 65 designation and has previously worked at US Bank and Stangier Wealth Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Helen Alexander is a financial advisor with LPL Financial in Longview, WA, holding the CFP® and ChFC® designations and over 26 years of industry experience. Her career includes roles at CUNA Brokerage Services and Cuna Mutual Group, as well as Trajan Wealth, L.L.C. She also has experience in tax preparation and accounting as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research.

Levi Godinho is a financial advisor at Ameriprise with four years of industry experience. He previously worked at Edward Jones and Ragan & Brown CPA's P.S., among other firms. Outside of his advisory role, he has been involved in commercial real estate ownership. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Chelsey Sorensen is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Continental Investors Services, Inc. for six years and held roles with Cowlitz County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sarah Wallace is a financial advisor with LPL Financial in Longview, Washington. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining LPL Financial in 2019, she worked at Financial Strategies from 2013 to 2019. She is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisors. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Wiltse Hiatt is a financial advisor at Edward Jones in Longview, Washington, holding Series 63 and Series 66 designations with 18 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns and manages a rental property in Star Valley Ranch, Wyoming. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

James Pafundi is a financial advisor with LPL Financial in Longview, WA, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He has been with LPL Financial since 2010. Outside of advisory services, he is involved in fixed insurance sales and operates under the DBA Financial Life Dimensions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Nolan Brudi is a Series 66 licensed financial advisor with Edward Jones in Longview, WA, where he has worked since 2020. He has five years of industry experience, including prior roles at American Riviera Bank and Procore Technologies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Jennifer Russell is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Merrill, LPL Financial, Good Life Advisors, and Cypress Fairbanks ISD. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of AI and long‑term asset allocation benchmarks.

Kody Joslen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for the Kelso Police Department and Sportsman's Warehouse. Outside of his advisory role, Joslen creates and posts outdoor educational videos on YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.

Maria Hart is a financial advisor at Edward Jones in Longview, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Ecological Land Services, Inc. and held various roles in education and local services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large national network of financial advisors and branch offices.

Becky Kienzle is a financial advisor with Ameriprise in Longview, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she owns KB Kienzle, LLC, a business specializing in stainless steel and non-ferrous fasteners. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nicholas Lemiere is a financial advisor with Edward Jones in Longview, WA, holding the CFP® and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Music Director at The Bridge Church in Longview. 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 advisory programs and services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Ryan Littlefield is a financial advisor at Edward Jones in Longview, WA, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience with organizations including the Department of Natural Resources, Primerica, and the Kelso School District. Outside of his advisory role, he occasionally plays music with a church band affiliated with the Longview School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branches, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Sophia Spencer is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2011, including six years at the current firm. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.