Darren Talley is a CFP® professional with 19 years of industry experience and has served as the principal of Talley Financial since 2006. In addition to his advisory role, he manages multiple real estate and operating business entities, including construction and transportation companies. He is also a licensed notary public in Washington State. Talley Financial provides personalized financial planning and investment management services primarily to individuals, high-net-worth clients, trusts, estates, retirement and profit-sharing plans, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with global diversification, utilizing no-load and low-load mutual funds, exchange-traded funds, and selective active management.

Ronald Allison is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory work, he manages a personal LLC established solely to hold the title to his boat. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a variety of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a mix of discretionary and non-discretionary management programs.

Geneva Mac Millan is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has been with Robert W. Baird since 2016 and holds the Series 66 designation. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Bradley Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for 16 years. Mitchell is also a partner and wealth management advisor at Anderson, Foe, Kent, Madsen & Associates, LLC, and operates Brad W Mitchell Inc. Cetera Investment Advisers serves a diverse client base including individuals, 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 services, combining advisor-managed accounts with firm-sponsored models and third-party solutions.

Tyler Kert is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax and Hedman Partners LLP, among other firms. He is also the owner of Kert Financial LLC, a financial services business, and is involved with Tamarack Tax and Consulting LLC, providing tax preparation, bookkeeping, and consulting services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a combination of discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by a range of program structures and model portfolios.

John Piper is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Outside of his advisory role, Piper serves on the board of directors for Carrot River Valley Land Company and is involved in managing small business operations related to storage unit rentals. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional advisor.

John Macrae is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 21 years before joining Raymond James in 2019. Macrae serves as Chair of the Board and Treasurer for Carenet of Ellensburg, a nonprofit organization, where he oversees financial affairs and budgeting. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.