Jeffrey Reynolds is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Stephen Coulston is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2019. Outside of financial advising, he works as a contracted architectural consultant and is a writer and photographer specializing in outdoor lifestyle and firearms-related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Shannon Gross is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm emphasizes research-driven investment solutions and operates a large network of advisors serving diverse client needs.

Eric Conway is a financial advisor with Edward Jones in Spokane Valley, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and also has a long-standing involvement with Media One Creative. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Andrew Woolley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica since 2012 in various capacities and has also been involved with Spokane Teachers Credit Union and his own business ventures. Outside of advisory work, Woolley manages Emma Woolley and Associates, LLC, a legal entity formed for Primerica business purposes, and works part-time as an Uber Eats delivery person. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Charles Ker is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Woodbury Financial Services and Kestra Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a broad network of investment adviser representatives.

Lance Riley is a financial professional with seven years of industry experience, currently affiliated with LPL Enterprise. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Trustage/CMG/CBSI. Before entering finance, he worked for over a decade in the Rialto Unified School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services as well as insurance products through an integrated platform.