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.

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® 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.

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 at Cetera with 11 years of industry experience and holds the Series 66 designation. His career includes roles at Edward Jones, Girard Securities, and Cetera Wealth Services before joining Cetera in 2023. Outside of his advisory work, he serves as president of the Kittitas County Youth Basketball Club and owns a youth basketball organization focused on skills training and team management. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

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.