Jacob Deschenes is the sole advisor at ERA Capital Management LLC in Kennewick, WA. He holds Series 63 and Series 65 designations and has 14 years of industry experience. He has been with ERA Capital Management since its founding in 2013. ERA Capital Management provides discretionary investment management and portfolio construction for individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, and business entities. The firm uses a model-based process that combines proprietary technical, mathematical, and statistical analysis across multiple portfolio strategies, including individual-stock growth and fixed-income approaches.

Ian Mitz is a CFP® and ChFC® with 23 years of industry experience. He is the sole advisor at Mitz Wealth Management, LLC, an independent firm he founded in 2016. Prior to this, he worked at Northwestern Mutual in various roles from 2001 to 2019. He may earn commissions from insurance companies for the sale of non-variable life, health, annuity, and disability income insurance products. Mitz Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals and high-net-worth clients. The firm’s investment approach blends active and passive funds using strategic asset allocation informed by multiple analysis methods and systematic rebalancing.

Angela Furubotten Larosee is a CFP® professional with 13 years of experience in financial advising. She has been with Avea Financial Planning, LLC since 2017 and previously worked at The Advisor Benefits Group, Inc. from 2015 to 2017. Avea Financial Planning, LLC serves individual clients, including high-net-worth individuals, by providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes passive portfolio construction with diversified, low-cost funds and incorporates educational seminars, Social Security optimization, and pension maximization as part of its ongoing planning services.

Roger Matson is a CFP® with 38 years of industry experience, currently serving as the sole advisor at MCM Advisory, LLC in Richland, WA. His prior experience includes roles at Osaic Wealth, Inc., Securities America, Inc., and Securities Service Network, Inc. He holds insurance licenses and acts as a co-trustee for family trusts benefiting his children. MCM Advisory, LLC provides financial planning, investment advice, and portfolio management services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm focuses on larger accounts, typically with a minimum of $500,000, and delivers advice mainly on a non-discretionary basis, combining third-party research and the adviser’s judgment to align investments with client objectives.

Adam Mc Collum is a financial advisor with Wealth Management Northwest, Inc. in Pasco, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and Private Advisory Group. Wealth Management Northwest, Inc. is an independent, state-registered advisory firm serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-dimensional investment model with standard and custom risk options, managing client assets primarily on a non-discretionary basis and providing a structured, goal-oriented planning process.

Erik Lachaga is a financial advisor at RX Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Equitable Advisors and Aegis Wealth Group. Outside of his advisory roles, he has spent time as a stay-at-home dad. RX Wealth Management provides portfolio management and financial planning services to pooled, institutional, and high-net-worth clients. The firm employs multiple analytical methods and emphasizes long-term trading and regular portfolio monitoring, offering both discretionary and non-discretionary management across a range of investment vehicles.

Forrest Alexander is a financial advisor at Dual Desert Wealth Management, LLC with Series 65 and Series 66 credentials and one year of industry experience. He has worked at Business Transition Advisors, Inc., where he serves as a Regional Director specializing in ESOP consulting. Outside of advising, he is co-owner of 11:11 Elevens Enterprises, LLC, a consulting and real estate company. Dual Desert Wealth Management provides discretionary asset and portfolio management services to individual clients and entities, employing a blend of fundamental, technical, and passive strategies guided by Modern Portfolio Theory. The firm manages a small client base with portfolios reviewed quarterly for alignment with client objectives and risk tolerance.

Eldon Fielding Monson is the principal advisor at Monson Wealth Management, Inc. in Kennewick, WA. He holds the CFP® and Series 66 designations and has 25 years of industry experience. He has led Monson Wealth Management since its founding in 2014. Monson Wealth Management provides advisory services to individuals, high-net-worth clients, and small businesses, offering portfolio management and financial planning tailored to client-specific Investment Policy Statements. The firm’s investment approach emphasizes long-term trading based on modern portfolio theory and the efficient market hypothesis, using factor-aware strategies implemented primarily through pooled vehicles such as Dimensional Funds.

Seth Compton is a CFP® professional with 13 years of experience in financial advising. He is the co-owner of Compton Financial Group, LLC in Kennewick, WA, and previously worked for Valic Financial Advisors for 10 years. Compton Financial Group provides financial planning and consulting services to individuals and families, focusing on retirement income planning, estate planning, education funding, and cash flow management. The firm delivers written financial plans based on client information and emphasizes asset allocation and planning recommendations rather than specific security selections.

Konner De Leon is a financial advisor at DeLeon Wealth LLC with three years of industry experience. He holds a Series 65 designation and has prior experience at Brighton Jones and various roles connected to the University of Idaho. DeLeon Wealth serves individual investors with portfolio management, retirement-plan advisement, and financial planning, using a time-bucket allocation framework tailored to clients’ goals and risk tolerance. The firm manages a modest asset base and incorporates a range of investment vehicles, including private credit and socially conscious screens, with regular portfolio reviews.

Devyn Deleon is a CFP® with four years of industry experience, currently serving as an advisor at DeLeon Wealth LLC. Prior to founding DeLeon Wealth, Devyn worked at Brighton Jones and Russell Investments. DeLeon Wealth LLC provides portfolio management, retirement-plan advisement, and financial planning services primarily to individual investors. The firm employs a time-bucket allocation strategy tailored to clients’ goals and risk tolerance, utilizing a range of investment vehicles including mutual funds, ETFs, and private credit options.

Steven Compton is a financial advisor with Compton Financial Group, LLC in Kennewick, WA, holding a Series 63 designation and 42 years of industry experience. He previously worked at Valic Financial Advisors for 22 years before joining Compton Financial Group and Commonwealth Financial Network in 2022. Outside of advising, he is involved in fixed insurance sales. Compton Financial Group provides financial planning and consulting services to individuals and families, focusing on retirement income, estate planning, education funding, portfolio analysis, and cash flow management. The firm emphasizes written financial plans with asset-allocation and planning recommendations, operates on an hourly billing model, and does not provide asset management or custody of client assets.

Nicholas Parker is a CFP® professional with six years of industry experience, currently serving as an advisor at Seaborn Financial, LLC since 2021. His prior roles include positions at HFG Trust and The Vanguard Group. He is a member of an LLC established for his wife’s part-time contracting work, included for tax filing purposes. Seaborn Financial, LLC provides investment management and financial planning services to individuals, including high-net-worth clients, and employer retirement plan sponsors. The firm primarily uses a passive investment approach with index funds and ETFs, combining portfolio management with ongoing planning and tax-efficient strategies.

Sean Compton is a CFP® professional affiliated with Commonwealth Financial Network, based in Kennewick, WA, with 16 years of industry experience. He has worked with Valic Financial Advisors for 12 years before joining Commonwealth and founding Compton Financial Group. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and operational support. The firm offers discretionary model portfolios and customizable investment solutions while delivering technology, compliance, and practice-management services to affiliated advisors.

Cameron Ridgeway is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation with five years of industry experience. He has worked at Petersen Hastings Investment Management since 2017, with additional experience at Eastern Washington University and Isoray Inc. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and over 1,000 client relationships. The firm serves individuals, high-net-worth clients, institutions, and more with discretionary investment management, financial planning, retirement plan consulting, and trust administration, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Joshua Chittenden is a financial advisor with Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA. He holds a Series 65 credential and has 18 years of industry experience, including over 20 years with Petersen Hastings Investment Management. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion across 18 advisors and more than 1,000 client relationships. The firm serves individuals, high-net-worth clients, retirement plans, charitable organizations, and institutions using a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.

Alexander King is a financial advisor with Christensen, King & Associates Investment Services, Inc. He holds a Series 65 credential and has 11 years of industry experience. King has been with Christensen King PC since 2012. Christensen, King & Associates Investment Services, Inc. is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets. The firm serves individual, high-net-worth, and corporate clients, offering portfolio management and advisory services using a blend of fundamental, technical, and quantitative analysis.

Caryle Brown is a Series 65 credentialed financial advisor with Christensen, King & Associates Investment Services, Inc., where they have worked since 1989, accumulating 26 years of industry experience. In addition to advisory services, Caryle is a shareholder in Christensen King & Associates’ affiliated CPA firm. Christensen King & Associates is a team-based SEC-registered advisory firm with nine advisors managing approximately $273.7 million in discretionary assets for individual, high-net-worth, and some corporate clients. The firm employs a blend of fundamental, technical, and quantitative analysis combined with asset allocation and third-party manager due diligence to develop tailored investment strategies.

Preston Eder is a financial advisor at HFG Advisors, Inc. in Kennewick, WA, holding a Series 65 credential with three years of industry experience. His prior work includes roles at Gesa Credit Union, Grand Canyon University, and Northwest Baseball Ventures, LLC. He also serves as a Trade & Operations Analyst at HFG Trust LLC. HFG Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plans, providing investment management, financial planning, tax preparation, and ERISA plan advisory services. The firm employs a generally passive, low-cost fund-based investment approach aligned with Modern Portfolio Theory and offers socially conscious portfolios upon request.

Mathew Legard is a financial advisor at Petersen Hastings Wealth Advisors, Inc. in Kennewick, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Petersen Hastings, he worked briefly at Kellers Supply Co and was a student for nine years. Petersen Hastings Wealth Advisors is an SEC-registered, fee-only firm managing approximately $1.28 billion for over 1,000 clients. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporations, employing a predominantly passive, low-cost investment approach grounded in Modern Portfolio Theory.