Steve Montgomery is a financial advisor at Legion Private Wealth Management in Ellensburg, WA, with eight years of industry experience. He holds Series 65 and Series 66 designations and has worked previously at Family Heritage and several related entities within the Legion group. Legion Private Wealth Management offers discretionary and non-discretionary investment management, co-advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, valuation-based approach to build tailored investment strategies and utilizes third-party managers and private real estate investments as part of its portfolio solutions.

Aaron Beeson is a Series 65-credentialed advisor with four years of industry experience. He works at Seek First Inc. in Ellensburg, WA, where he has been since 2021. His prior experience includes roles at Cambridge Advisor Solutions and Beeson LLC. Seek First Inc. serves individuals and high-net-worth households by providing comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm employs fundamental analysis and strategic asset allocation, offering a bundled consulting program that coordinates outside accounting, legal, and insurance professionals.

Doug Graumann is a financial advisor at Chelsea Advisory Services, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Calton & Associates, Inc., Dominion Portfolio Management, Inc., Dominion Investor Services, Inc., and Kms Financial Services, Inc. Chelsea Advisory Services provides financial planning, investment advisory, and consulting services to individuals, trusts, and select corporate clients. The firm emphasizes a fundamental, long-term investment approach, managing diversified portfolios primarily on a discretionary basis.

John Moore Jr. is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at D.A. Davidson & Co., where he has been since 2022, and previously spent 14 years at U.S. Bancorp Investments, Inc. He is a co-owner of an investment-related rental property in Leavenworth, Washington. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and employs both qualitative and quantitative methods, providing specialized services such as ERISA retirement plan advisory and private wealth management for high-net-worth clients.

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

Andrew Carkner is a Series 66-licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2017 and is based in Ellensburg, WA. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jordan Miller is a financial advisor at Edward Jones in Ellensburg, WA, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked for 15 years at Wesco International Inc. 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. The firm maintains a large network of financial advisors and branch offices and provides both discretionary and non-discretionary investment strategies under a fiduciary standard.

David Fevergeon is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with OSAIC. He has previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. Fevergeon serves on the finance committee and governing board of his local church, providing financial advisory support related to church projects and budgets. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Mark Oneil is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at RBC Capital Markets since 2015 and previously at City National Bank from 2019 to 2023. Outside of his advisory work, he serves as a varsity baseball coach at Kennedy Catholic High School and owns a small local gym. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers various wrap fee advisory programs and tailors investment strategies through a combination of in-house and third-party managers, with capabilities that include tax management, responsible investing, and alternative investments.

Lisa Rohrbaugh is a CFP® professional with over 31 years of industry experience. She is currently affiliated with OSAIC and Rampart Wealth Strategies, where she also serves as owner and manager. Her previous experience includes a lengthy tenure at Waddell & Reed, Inc. Outside of her advisory roles, she manages Ellar LLC, a pass-through entity used for tax purposes. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

James Carkner is a financial advisor with Edward Jones in Ellensburg, WA, holding Series 63 and Series 66 designations. He has 23 years of industry experience, all with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies through a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary services under a fiduciary standard.

Brandon Robertson is a financial advisor at Edward Jones in Ellensburg, WA, holding CFP® and Series 66 credentials with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 advisors nationwide.

Brian Leinbach is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Ameriprise since 2005, currently serving clients out of Ellensburg, WA. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income plans and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Fiske is a financial advisor at Edward Jones in Ellensburg, WA, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2015. Outside of advising, he operates a small sole proprietorship offering carpentry and property management services. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options supported by a large network of advisors and branch offices across the United States.

Dean Pownall is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at WSECU Investment Management, LPL Financial, and WSECU from 2012 to 2019. 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 network of financial advisors and branch offices nationwide.

Isaac Sullivan is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has worked with Cetera and its affiliates since 2017 and founded Isaac Sullivan Financial in 2022. Outside of his advisory work, he is involved in youth sports as president of the Kittitas County Youth Basketball Club and owner of KC Wildcats Youth Basketball Club, where he manages organizational and training activities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and unaffiliated managers across multiple program structures.

Jennifer Carkner is a Series 66 licensed financial advisor with Edward Jones in Ellensburg, Washington, and has six years of industry experience. She co-owns a family farm where she sells grass-fed beef to family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.