Brock Harrison is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds a Series 66 designation and has experience working at Eagle Strategies and affiliated firms since 2025. Prior to his financial services career, he was employed at Eastern Washington University and Ridgefield High School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

Jeffrey Current is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds the Series 66 designation and has been with VALIC Financial Advisors since 2002. In addition, he is an agent with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Timothy Mitrovich is a financial advisor with Hightower Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience, including 14 years with Ten Capital Investment Advisors, LLC and three years with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Ryan Mulligan is a financial advisor with Valic Financial Advisors in Spokane, WA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at ArbiterSports, LLC, Crafted Services LLC, Hardtscape Contracting, and the University of Washington School of Medicine. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Jon Heideman is a CFP® credentialed financial advisor with five years of industry experience. He is currently with Hightower Advisors and Ten Capital Wealth Advisors, and previously worked at BDO USA, LLP for twelve years. He is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager strategies using both affiliated and third-party managers, offering a range of portfolio management and financial planning solutions.

Lynnae Gonzales is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with D.A. Davidson & Co. since 2015. Outside of her advisory role, she operates a Mary Kay Cosmetics business as a sole proprietor. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under a fiduciary standard with a focus on both qualitative and quantitative investment analysis.

Aleksandr Slyusarev is a financial advisor with Empower Advisory Group in Spokane, WA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at GWFS Equities, LPL Financial, JP Morgan Chase Bank, TIAA, and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated service model combines proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Braden Danielson is a financial advisor with TIAA-CREF in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his professional work, he is a musician who plays guitar, mandolin, and violin and occasionally performs with his band at local events. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Zachary Brickner is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Altmeyer Financial Group and Bank of America. Outside of advising, he is involved in insurance sales through Altmeyer Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed, third-party, and advisor-managed models along with financial planning, consulting, and plan services.

Stephen Robinson is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Clear Future Financial, LLC. Robinson is also the owner of Redcon Capital Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors. The firm supports a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services for individual and institutional clients.

Dennis Andres Jr. is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services LLC, Key Bank NA, and TIAA prior to joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory services under fiduciary standards, including retirement plan management and wealth planning for high-net-worth individuals.

Micaela Stinson is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at D.A. Davidson & Co. since 2022 and previously held positions at Ameriprise, Cuso Financial Services, and Numerica Credit Union. Stinson is also a notary public in Spokane, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from financial planning to municipal advisory and operates affiliated custodial entities, distinguishing itself in both scope and operational capabilities.

Brian Pedey is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding a Series 66 designation with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2013. Outside of his advisory role, he owns farmland where alfalfa or barley is grown. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

John Lee is a financial advisor at D.A. Davidson & Co. in Spokane, WA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2009. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with more than $20 million in net worth.

Matthew Santangelo is a financial advisor at D.A. Davidson & Co. in Spokane, WA, with four years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at Baxter Healthcare Corporation and with the City of Spokane Parks & Recreation. Outside of his advisory role, Santangelo serves as a radio media commentator for the Gonzaga University men's basketball program through IMG, Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm offers services under fiduciary standards and integrates both qualitative and quantitative tools for investment recommendations, distinguishing itself through municipal advisory activities and affiliated custodial services.

Noah Drynan is a CFP® professional with two years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Spokane, WA. He operates Drynan Strategic Financial Solutions, focusing on New York Life products and services. Prior to his advisory roles, he has experience at the University of Notre Dame and Gonzaga Preparatory High School. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes customized recommendations and manages a substantial majority of assets on a non-discretionary basis.

Jon Howard is a financial advisor at First Command Advisory Services with a Series 66 designation and four years of industry experience. He has worked at several First Command entities since 2021 and serves as a Signal Officer in the US Army National Guard, where he plans training, conducts missions, and manages communications. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Christopher Lane is a financial advisor with TIAA-CREF in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes multiple roles at TIAA-CREF and TIAA from 2010 to the present, with additional experience at Becu, LPL Financial, CUSO Financial Services, and Spokane Teachers Credit Union. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolios within a fiduciary framework.

Scott Murray is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Mariner Independent Advisor Network, LPL Financial, and Voya Financial Advisors. Outside of his primary advisory roles, he is involved with Black Stone Financial, focusing on non-variable insurance products. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a range of advisory programs, third-party asset managers, and a proprietary separately managed account platform, leveraging multiple analytical approaches and trading strategies.

Trevor Dumais is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding a Series 66 designation with three years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Janicki Industries from 2020 to 2022 and was a full-time student from 2013 to 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.