Steve Montgomery

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.

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.

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.

Lisa Rohrbaugh is a CFP® with 30 years of industry experience, currently serving at OSAIC since 2021. She has held roles at Rampart Wealth Strategies and Ellar LLC, where she is owner and manager, and previously worked at Waddell & Reed, Inc. for 26 years. Outside of her advisory roles, she has experience managing family-related business affairs and has been involved in community activities such as volunteering with the Ellensburg High School Band Parent Group. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individuals, pension plans, corporations, and charities. The firm offers a range of advisory and brokerage services using a comprehensive investment process and supports thousands of advisors with access to multiple custodial platforms and third-party managers.

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.