Isaac Sullivan

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 licenses and has worked at Legion Capital Management, Financial Advocates Investment Management, Legion Insurance Group, and Family Heritage. Legion Private Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines fundamental, valuation-based security analysis with access to a third-party asset management platform and offers model portfolios, co-advisor arrangements, and occasional use of derivatives, alongside private real estate investment options.

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.

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 Series 65-licensed financial advisor with Hightower Advisors, based in Ellensburg, WA. She has four years of experience in the financial services industry, including prior roles at LPL Financial and various positions outside finance such as working with Eastern Washington University and in local businesses. Her background also includes a year with All Seasons Vacation Rentals and involvement in agricultural and supply enterprises. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing both fundamental and quantitative analysis, a range of investment vehicles, and sub-advisory resources to tailor portfolios according to client objectives and risk tolerance.

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.

David Fevergeon is a CFP® with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. Fevergeon is active in his local community, serving on the finance committee and governing board of Calvary Ellensburg church. OSAIC is a large SEC-registered investment adviser and FINRA member broker‑dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and utilizes risk-tolerance assessments combined with portfolio optimization tools to manage investments across multiple asset classes.