Darren Talley is a CFP® professional with 19 years of industry experience and is the principal advisor at Talley Financial, an independent firm he founded in 2006. He holds Series 63 and Series 65 licenses and has been a notary public since 1990. Outside of financial advising, Talley manages multiple real estate and operating business entities through several holding companies. Talley Financial provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset allocation approach focused on actively managed mutual funds and ETFs with global diversification, offering both discretionary and non-discretionary management and periodic reviews.

Robert Martin is a CERTIFIED FINANCIAL PLANNER™ professional with 32 years of industry experience. He has worked at Rainier Wealth Management LLC since 2012 and previously held roles at Merrill and Banc of America Investment Services. Martin provides investment advisory services through Rainier Wealth Management, an independent firm he leads as president and chief compliance officer. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities with comprehensive portfolio management, financial planning, and consulting. The firm combines fundamental and technical investment methods and offers services ranging from long-term investing to active trading strategies, with distinctive business-oriented planning and a bundled advisory fee structure.

Chad Hedzik is a financial advisor with Rainier Wealth Management LLC in Chelan, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Rainier Wealth Management and LPL Financial since 2014, with prior experience at Merrill and Banc of America Investment Services, Inc. since 2003. Rainier Wealth Management serves individuals, including high-net-worth clients, and business entities by providing portfolio management, financial planning, and consulting services. The firm combines fundamental and technical analysis with strategies ranging from long-term investing to active trading, while offering specialized business-oriented services such as corporate structure advice and cost segregation studies.

Ronald Allison is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Fahnestock & Co. Inc. since 2003 and previously spent 12 years at CIBC World Markets Corp. His other business activities include managing a single-member LLC for personal boat ownership. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and advisory services, combining discretionary and non-discretionary management with strategic asset allocation and portfolio oversight.

Brian Sullivan is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Berlyn Carkner is a financial advisor with Edward Jones in Chelan, WA, holding a Series 66 designation and beginning his advisory career in 2023. Prior to his role at Edward Jones, he has held various positions including coaching the varsity volleyball team for Waterville School District. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Geneva Mac Millan is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2016. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside internal research and tools.

Braden Wielick is a financial advisor at Edward Jones in Chelan, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, Braden worked at Tsillan Cellars and Einstellen.io. 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 nationwide network of advisors and branch offices.

Bradley Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes a 16-year tenure at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He is also a partner and wealth management advisor at Anderson, Foe, Kent, Madsen & Associates, LLC, operating under the name Pillar Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports diverse investment strategies and program structures.

Erik Nelson is a financial advisor at Edward Jones in Chelan, Washington, with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. Outside of his advisory role, Nelson serves as Commodore of the Lake Chelan Boat Club and is a board member of the Lake Chelan School District. 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, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Tyler Kert is a financial advisor with Cetera who holds a Series 66 designation and has three years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax and Hedman Partners LLP. He is also the owner of Kert Financial LLC and provides tax preparation, bookkeeping, consulting, and financial planning services through Tamarack Tax and Consulting LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and uses a multi-manager platform that includes affiliated and third-party investment managers.

Loni Rose is a Series 66-licensed financial advisor with Edward Jones, based in Chelan, WA, and has seven years of industry experience. She has been with Edward Jones since 2018. Outside of her advisory role, she receives royalties related to work connected to Nashville, TN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Dana Elwell is a financial advisor with Morgan Stanley in Manson, Washington, holding a Series 66 credential and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and investment modeling but generally acts in an advisory capacity without providing individualized security recommendations as part of standalone plans.

John Macrae is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He spent 21 years at Edward D. Jones & Co., L.P. before joining Raymond James in 2019. Macrae serves as Chair of the Board and Treasurer for Carenet of Ellensburg, a nonprofit organization. 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, institutional clients, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through advisory programs and partnerships, including unique municipal advisory and SIMPLE IRA consulting services.

Michael Lyman is a financial advisor with Raymond James Financial, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has worked with M Holdings Securities, Inc. for 19 years and has been managing The Lyman Group since 2002. He serves as a board member of the Division2 HOA and Community Association for Wapato Point. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its unique affiliations.

Kristina King is a CFP® with five years of industry experience based in Manson, WA. She has worked at Edward Jones since 2021 and previously held positions at Amazon and Logic20/20. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.