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.

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.

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.

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.

Roy Gawlick is a CFP® professional with six years of industry experience, currently serving as a financial advisor at LPL Financial. He previously worked at Edward Jones for seven years and has a lengthy background with Immigration, Refugees & Citizenship Canada. Outside of finance, Gawlick is an owner and instructor at Shinju Dojo, where he teaches Aikido martial arts. 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 wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Cade Spenker is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Fibre Federal Credit Union and Franklin University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and broad planning recommendations without portfolio management or discretionary trading authority.

Melissa Diaz is a financial advisor at Edward Jones with two years of industry experience. She holds Series 63 and Series 66 designations and has prior work experience at Realty One Group Pacifica and Farmers Insurance. 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 under management and provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Breta Grumbois is a financial advisor with LPL Financial in Kelso, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Fibre Federal Credit Union and Cuna Mutual Group, with over two decades at Cuna Brokerage Services. Outside of advisory work, she is involved with Fibre Financial Group, offering investment products and services through LPL Financial. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with an in-house research team and offers diverse investment strategies, combining advisory operations with insurance, lending, and other financial services.

Garrett Ashby is a financial advisor with Edward Jones in Castle Rock, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Stephen Fuller is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 25 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he serves as Secretary on the board of Fischer's Shopping Center Inc., a for-profit entity. 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 broad range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Terry Grambo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is a partner in a media business focused on providing online training alternatives and also offers notarial services to clients. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, managing over $163 billion in assets. The firm offers a range of portfolio management, financial planning, and fiduciary services through a large network of independent advisors and a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Daniel Alexander Jr. is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds a Series 65 designation and has previously worked at US Bank and Stangier Wealth Management. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Helen Alexander is a CFP® and ChFC® with 26 years of industry experience. She is currently with LPL Financial and Fibre Federal Credit Union, having previously worked at Trajan Wealth, L.L.C., CUNA Brokerage Services, INC, and Cuna Mutual Group. In addition to her advisory role, she is involved in tax preparation and accounting as a CPA. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Chelsey Sorensen is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Continental Investors Services, Inc. for six years and has held roles at Cowlitz County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Sarah Wallace is a financial advisor with LPL Financial in Longview, WA, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at LPL Financial and its predecessor, Financial Strategies, since 2013. Outside of advising, she is a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

Matthew Wiltse Hiatt is a financial advisor with Edward Jones in Longview, Washington, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Edward Jones since 2014. 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, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

James Pafundi is a financial advisor with LPL Financial in Longview, WA, holding Series 63, 65, and 66 licenses and with 27 years of industry experience. He has been with LPL Financial since 2010. Pafundi is involved in fixed insurance sales, including fixed annuities and life insurance products. LPL Financial serves a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by in-house research and a wide network of investment adviser representatives.

Nolan Brudi is a financial advisor at Edward Jones in Kelso, WA, holding a Series 66 designation with five years of industry experience. His prior roles include positions at American Riviera Bank and Procore Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and managed solutions supported by a nationwide network of approximately 23,701 financial advisors.

Jennifer Russell is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Merrill, LPL Financial, Good Life Advisors, and Cypress Fairbanks ISD. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and is noted for its use of AI and long‑term asset allocation benchmarks.

Kody Joslen is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for the Kelso Police Department and Sportsman's Warehouse. Outside of his advisory role, Joslen creates and posts outdoor educational videos on YouTube. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,000 financial advisors.

Maria Hart is a financial advisor at Edward Jones in Kelso, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Ecological Land Services, Inc., and held roles in education and community services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Becky Kienzle is a financial advisor with Ameriprise in Longview, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliate since 2013. Outside of her advisory role, she owns KB Kienzle, LLC, a business specializing in stainless steel and non-ferrous fasteners. Ameriprise provides retirement-income planning services primarily for individuals with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nicholas Lemiere is a financial advisor with Edward Jones in Longview, WA, holding the CFP® and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as Music Director at The Bridge Church in Longview. 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 and services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Ryan Littlefield is a financial advisor at Edward Jones in Longview, WA, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and has prior experience with organizations including the Department of Natural Resources, Primerica, and the Kelso School District. Outside of his advisory role, he occasionally plays music with a church band affiliated with the Longview School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its large network of financial advisors and branches, as well as its affiliated capabilities such as a trust company and proprietary mutual funds.

Sophia Spencer is a financial advisor with Ameriprise in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2011, including six years at the current firm. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Aili Wild is a financial advisor at Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses with 13 years of industry experience. Outside of her advisory role, she is an independent retailer for Tranont, selling supplements and occasionally hosting in-home classes. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios along with financial planning and insurance solutions. The firm integrates discretionary portfolio management with brokered transactions and commissionable insurance sales, supported by a team of licensed representatives.

Max Kamp is a financial advisor with Continental Investors Services, Inc. in Longview, WA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Continental Investors Services since 1992. Outside of his advisory role, he is the proprietor of NW Financial Service, which deals in life insurance. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

Robert Nash is a financial advisor with Continental Investors Services, Inc. in Dallas, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at B. Riley Wealth Management and Hilltop SECURITIES, INC. His career spans over two decades at major firms prior to joining Continental in 2020. Continental Investors Services, Inc. provides SEC-registered advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm integrates discretionary portfolio management with broker-dealer and insurance sales activities, operating through a team of licensed representatives.

Betty Trembley is a financial advisor with Continental Investors Services, Inc. in Longview, WA. She holds Series 63 and Series 65 licenses and has 44 years of industry experience, including 34 years with Continental Investors Services. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm combines discretionary portfolio management with broker-dealer activities and insurance sales, operating through a team of licensed representatives.

Michelle Elo is a financial advisor at Continental Investors Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Continental Investors Services since 1995. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on managed portfolios, financial planning, and insurance solutions. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.