John Bryant is the sole advisor at Bryant Wealth Management, Inc. in Longview, WA, with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has led his independent firm since 2006. Bryant Wealth Management provides financial planning and portfolio management services to individual clients, including trusts, estates, and retirement plans, as well as small businesses. The firm employs a combined qualitative and quantitative investment approach to construct diversified portfolios with strategic asset allocation and risk management, offering discretionary investment supervisory services and additional financial management consulting.

Damon George is a CFP® and ChFC® with 24 years of experience in financial advising. He is the sole advisor at Retirement Strategies, an independent firm based in Longview, WA. His prior experience includes roles at Cambridge Investment Research Advisors, United Planners' Financial Services of America, and Independent Financial Group. Retirement Strategies provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses, utilizing a multi-disciplinary investment approach and active use of third-party managers.

Rebecca Meats is a financial advisor with Apforia and holds the PFS™ designation and Series 65 license. She has six years of industry experience, including roles at Independent Progressive Advisors, Warga Asset Management, and Simpson and Company PC. Meats also owns Rebecca E Meats CPA, LLC, where she provides tax preparation and planning services. Apforia offers investment management and financial planning services to individual and high-net-worth clients, as well as employer plan sponsors. The firm employs a modern portfolio theory–based approach with strategic asset allocation and combines passive and active investment strategies, often managing portfolios under discretionary authority.

Dennis Wilt is a financial advisor with Creativeone Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. His prior roles include positions at Summit Financial Group Inc and VSR Advisory Services. Outside of advising, he owns and oversees a commercial blueberry farm. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach combining proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Max Anderson is a financial advisor with Geneos Wealth Management, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Geneos since 2006 and also operates Anderson and Anderson Advisory LLC. Anderson serves on multiple community and healthcare boards and coaches high school soccer. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a range of analytic approaches and investment strategies, combining continuous account monitoring with discretionary trading authority.

Conner Wallace is a financial advisor at Geneos Wealth Management, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Anderson and Anderson Advisory LLC and Statco-DSI. Outside of his advisory role, he serves as an assistant basketball coach at RA Long High School. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

James Mershon is a financial advisor with Calton & Associates, Inc. in Longview, Washington, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. for 12 years. Outside of his advisory role, he owns and operates two insurance sales and service businesses in Vancouver, Washington. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management with a range of analytic approaches, while also operating as a registered investment adviser and broker-dealer with commissionable brokerage and insurance products.

John Anderson is a financial advisor at Geneos Wealth Management, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Geneos since 2007. Anderson is a 50% owner of Anderson and Anderson Advisory LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services using multiple analytic approaches and customizable portfolio strategies.

Neal Rodman is a financial advisor with Lincoln Investment in Woodland, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and has also worked with the Kalama School District since 1985. Outside of his advisory role, he serves as president of a tax and accounting entity, Creative Retirement Solutions. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning and portfolio management services that combine advisor consultation with programmatic management strategies.

Heriberto Regino is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at KeyBank NA and has a background in education, having taught at Central Washington University, Winlock High School, and Winlock Middle School. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily delivers non-discretionary, model-based wrap programs with recommendations from financial professionals and discretionary trade authority held by third-party managers.

Karina Chang Camacho is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at Ameritas Advisory Services since 2021 and has been involved with Canvas Financial and Boom Planning for over eight and fifteen years, respectively. Outside of her advisory roles, she manages portfolio analysis, trading, compliance, and training activities at Boom Planning and Canvas Financial. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both individual and institutional clients.

Ronald Horn is a financial advisor at Edward Jones in Longview, WA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Tracy Aalvik is a financial advisor with Edward Jones in Longview, WA, holding the Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2025, Aalvik worked at LPL Financial LLC and Cuna Brokerage Services, Inc. She receives dividends from Sealaska, a company based in Juneau, AK. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Gina Pafundi is a financial advisor with LPL Financial in Longview, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she operates a DBA called Financial Life Dimensions. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Kenneth Wachtendorf is a financial advisor with Edward Jones in Longview, WA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He has worked at Edward Jones since 2016 and concurrently at U.S. Bancorp Investments since 2012. 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 nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

David Dunmire is a financial advisor with Wells Fargo Clearing in Woodland, WA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent seven years with Wells Fargo Securities, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Duensing is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Her career includes roles at Edward Jones, LPL Financial, and Strategic Wealth Advisors Group, among others. She is also the owner of Jenn D Law, where she provides estate planning services including wills, trusts, powers of attorney, and advanced directives. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans. The firm offers a range of portfolio management, financial planning, and fiduciary solutions through a network of independent advisors and utilizes a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Joshua Smith is a financial advisor with Primerica Advisors in Longview, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2001 and has also worked at Atlas Business & Employee Services and Lower Columbia College. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, offering a range of strategic and tax-aware investment models.

Rachelle Keith is a financial advisor with LPL Financial in Kelso, WA, holding Series 63 and Series 65 designations and bringing 14 years of industry experience. Her prior roles include positions at Red Canoe Credit Union, Cuna Mutual Group, and Cuna Brokerage Services, Inc. She currently offers investment products and services through LPL Financial under the Red Canoe Financial Group name. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a variety of advisory and brokerage services supported by an in-house research team that constructs model portfolios and offers both strategic and tactical investment options.

Todd Boze is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He has prior work experience at Wave Broadband and has been a member of the US Coast Guard Reserves since 1985. Outside of his advisory role, Boze is a director at Habitat for Humanity Kelso, WA, where he contributes to the organization's strategic direction. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services supported by a large nationwide network of financial advisors and branch offices.