James Lieuallen Jr.

Jacob Deschenes is the sole advisor at ERA Capital Management LLC in Kennewick, WA. He holds Series 63 and Series 65 designations and has 14 years of industry experience. He has been with ERA Capital Management since its founding in 2013. ERA Capital Management provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a model-based process that combines proprietary technical, mathematical, and statistical analysis across multiple portfolio strategies, including individual-stock growth and fixed-income approaches.

Ian Mitz is a CFP® and ChFC® with 23 years of industry experience. He is the sole advisor at Mitz Wealth Management, LLC, an independent firm he founded in 2016. Prior to this, he worked at Northwestern Mutual in various roles from 2001 to 2019. He may earn commissions from insurance companies for the sale of non-variable life, health, annuity, and disability income insurance products. Mitz Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients. The firm’s investment approach blends active and passive funds using strategic asset allocation informed by multiple analysis methods and systematic rebalancing.

Angela Furubotten Larosee is a CFP® professional with 13 years of experience in financial advising. She has been with Avea Financial Planning, LLC since 2017 and previously worked at The Advisor Benefits Group, Inc. from 2015 to 2017. Avea Financial Planning, LLC serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes passive portfolio construction with diversified, low-cost funds and incorporates educational seminars, Social Security optimization, and pension maximization as part of its ongoing planning services.

Roger Matson is a CFP® with 38 years of industry experience, currently serving as the sole advisor at MCM Advisory, LLC in Richland, WA. His prior experience includes roles at Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network, Inc. He holds insurance licenses and acts as a co-trustee for family trusts benefiting his children. MCM Advisory, LLC provides financial planning, investment advice, and portfolio management services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on larger accounts, typically with a minimum of $500,000, and delivers advice mainly on a non-discretionary basis, combining third-party research and the adviser’s judgment to align investments with client objectives.

Adam Mc Collum is a financial advisor with Wealth Management Northwest, Inc. in Pasco, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Private Advisory Group. Wealth Management Northwest, Inc. is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-dimensional investment model with standard and custom risk options, managing client assets primarily on a non-discretionary basis and providing a structured, goal-oriented planning process.

Erik Lachaga is a financial advisor at RX Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Wealth Group. Outside of his advisory roles, he has spent time as a stay-at-home dad. RX Wealth Management provides portfolio management and financial planning services to pooled, institutional, and high-net-worth clients. The firm employs multiple analytical methods and emphasizes long-term trading and regular portfolio monitoring, offering both discretionary and non-discretionary management across a range of investment vehicles.