Joseph Fondahn is the principal of Fondahn Financial in Walla Walla, WA, holding Series 63 and Series 65 licenses with one year of industry experience. He has worked at Advantus Group, LLC dba Fondahn CPA since 2016 and previously at Baker Boyer National Bank from 2013 to 2016. In addition to financial advising, he owns and operates a public accounting practice through Advantus Group, LLC. Fondahn Financial provides investment management and comprehensive financial planning services to individuals, families, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversification, asset allocation, and tax-efficient strategies, while financial planning includes retirement, estate, tax, insurance, and education-funding planning.

Brian Bruggeman is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Walla Walla Wealth Advisors with five years of industry experience. His prior roles include positions at Baker Boyer Bank and Cetera. In addition to his advisory work, he is a partner at Block Maughan & Associates, PLLC, an accounting firm specializing in tax preparation and planning. Walla Walla Wealth Advisors is a fee-only registered investment adviser that provides wealth management, financial planning, and retirement plan management to individuals, high-net-worth clients, and employer-sponsored plans. The firm combines fundamental and technical analysis with Modern Portfolio Theory, offering tailored asset allocation with options including passive and active funds, ETFs, and individual securities, as well as socially responsible investing.

Andrew Block is a managing partner at Walla Walla Wealth Advisors and holds a Series 65 designation. He has been a managing partner at Block Maughan & Associates, PLLC, an accounting firm, since 2010. Block has been with Walla Walla Wealth Advisors since its founding in 2025. Walla Walla Wealth Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored plans. The firm provides wealth management, financial planning, and retirement plan management using a combination of fundamental and technical analysis alongside Modern Portfolio Theory.

Deirdre Hafen is a financial advisor at Advisory Alpha, LLC with 14 years of industry experience. She holds a Series 65 credential and previously worked at Tucker Asset Management LLC for nine years. Hafen also owns Hafen Financial, a firm providing financial services, consulting, and fixed insurance product sales. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor or co-advisor for other registered investment advisors and employs a diverse range of managed portfolio strategies overseen by an internal Investment Team.

Ginger Kessel is a financial advisor at Arkadios Wealth Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Compass Financial Services, Commonwealth Financial Network, LPL Financial, and E.K. Riley Investments. Outside of her advisory role, she is a co-owner of Kessel Enterprises, Inc., a construction services company, and serves on the investment committee of the Blue Mountain Community Foundation. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a variety of advisory programs, including internally managed portfolios and access to third-party money managers. The firm uses a mix of fundamental, technical, and cyclical analysis and offers comprehensive portfolio reporting and financial planning.

Brandon Zaro is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2017, following eight years at Raymond James Financial. Outside of the financial industry, he is involved in a family farming operation in Touchet, Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a specialized Private Wealth program for clients with net worth over $20 million.

Michael Odman is a financial advisor at D.A. Davidson & Co. with Series 66 credentials and several years of diverse professional experience across industries including construction, education, and excavation. He joined D.A. Davidson & Co. in 2023. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under a fiduciary standard, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Nicholas Lyons is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Walla Walla, WA, where he has worked since 2016. He has nine years of industry experience, including three years with JTI prior to joining D.A. Davidson. Lyons serves on the endowment committee for Walla Walla Catholic Schools and is a member of the finance committee at Walla Walla Country Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm’s services include ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Emily Reeves is a Series 66-licensed financial advisor with Creative Planning, where she has worked since 2024. She has four years of industry experience, including prior roles at Raymond James Financial Services Advisors and Krivoshein McDaniels Financial. Reeves also has experience with Washington State University programs and worked in hospitality early in her career. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing comprehensive investment advisory and financial planning services. The firm emphasizes a financial planning-led investment process with a focus on low-cost indexing and offers an array of supplemental strategies and retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Jacob Crawford is a financial advisor at Creative Planning with a Series 66 designation and three years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Krivoshein McDaniels Financial. Before entering the financial industry, he was employed at Foothills Physical Therapy and Midwestern University. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

Kimberly Mcdaniels is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Creative Planning and previously worked at Raymond James Financial Services and co-owned Krivoshein McDaniels Financial, where she was involved in business management and operations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

William Fleenor is a financial advisor with D.A. Davidson & Co. in Walla Walla, Washington, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with D.A. Davidson & Co. since 2006. Outside of his advisory role, Fleenor serves as the head coach of the boys golf team at Walla Walla High School and is the secretary of the Walla Walla Country Club board. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards, offering a range of services from retirement plan advisory to comprehensive financial planning and specialized wealth management for high-net-worth clients.

Shannon Ebding is a financial advisor at CWM, LLC with six years of industry experience. She holds the CFP® and Series 65 designations. Prior to joining CWM in 2023, she worked at Buckley Investment Group and has experience in mortgage lending. Outside of finance, she serves as an accountant for Harmell Cellars, LLC, a winery operating as Nocking Point Winery. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers a range of services such as asset management, financial planning, retirement plan consulting, and sub-advisory services, employing a combination of in-house models, third-party sub-advisors, and technology partners for portfolio management.

John Buckley is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 65 designations and has managed Buckley Investment Group, LLC since 2003. Buckley has been with CWM, LLC since 2023. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and combines in-house models, third-party sub-advisors, and technology partners to deliver its services.

Andre Selfa is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Ameriprise Financial Services, LPL Financial, and Gesa Credit Union. He is also involved with Pinnacle Ascent, LLC, providing financial and investment advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Elizabeth Armstrong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Cetera and Cetera Advisors LLC since 2012 and also works as an insurance agent selling annuities. Armstrong is a member of the PEO Sisterhood philanthropic organization, where she serves on the education committee. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed options.

Samuel Wells is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2004. Outside of his advisory role, he serves as president of The Turner Group Corporation Crop Insurance. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

David Shelbourn is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank NA since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Melissa Wilcox is a financial advisor with Edward Jones in Walla Walla, WA, holding Series 65 and Series 66 licenses and 15 years of industry experience. Prior to joining Edward Jones in 2023, she worked in mortgage and real estate roles at firms including Academy Mortgage, Primary Residential Mortgage, Penrith Home Loans, Windermere Real Estate, and Loan Star/Commerce. She serves as a board member for The Health Center in Walla Walla, participating in board meetings and financial reviews. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment options. The firm has a large nationwide network of advisors and branches, offering solutions that include discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lawson Knight is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Edward Jones in Walla Walla, WA. He has been with Edward Jones since 2017 and previously worked at Intermountain Impact Investments from 2015 to 2017. 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, operating under a fiduciary standard.

Harold Boucher is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Walla Walla, WA. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Cetera and U.S. Bancorp Investments. Outside of his advisory work, he is a partner and ranch manager at Boucher Ranch, LLC, overseeing various aspects of ranch operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and offers a range of implementation options, including brokerage and advisory accounts, with a significant portion of its business conducted on a non-discretionary basis.

George Hessler is a financial advisor with Edward Jones in Walla Walla, Washington, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Holly Ramirez is a financial advisor with Edward Jones in Walla Walla, WA, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Carolyn Stiver is a Series 66-credentialed financial advisor with Edward Jones in Walla Walla, WA, and has 14 years of industry experience. She has been with Edward Jones since 2011. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Chase Hessler is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. The firm is a full-service wealth management company serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. Edward Jones manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Seth Deal is a financial advisor with LifeFocus Financial Advisors, LLC in Walla Walla, WA, holding a Series 65 designation and two years of industry experience. Before joining LifeFocus in 2023, he worked in various roles including positions at Springbrook Software and BIAS Software. Outside of advising, Seth serves as a senior accountant for the City of Olympia. LifeFocus Financial Advisors, LLC is a small firm with two advisors that provides supported financial advisory services.

Robert Deal is a financial advisor with LifeFocus Financial Advisors, LLC in Walla Walla, WA, holding a Series 63 designation and 26 years of industry experience. He has been with LifeFocus Financial Advisors since 2005 and is also a CPA, dedicating a portion of his time to tax and accounting work. LifeFocus Financial Advisors is a supported firm with two advisors, serving clients through personalized financial planning and advisory services.