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Scott M

CFP®, ChFC®, Series 63

Spokane Valley, WA

Edward Jones

Scott Murock is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He is also a member and manager of STRAC LLC, a commercial real estate business based in Spokane, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Founder/Business Owner Intergenerational Families
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Phillip H

Series 66

Spokane Valley, WA

LPL Financial

Phillip Hansen is a financial advisor with LPL Financial in Spokane Valley, WA, holding a Series 66 designation and 19 years of industry experience. He has worked with Trustage/CMG/CBSI since 2009 and joined LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Brenna P

Series 66

Spokane, WA

J.P. Morgan Securities

Brenna Piper is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and four years of industry experience. She has worked at JPM Chase Bank NA and Chase, and earlier at Mountain West Bank. Outside of her advisory role, she is part owner of a hobby farm in Spokane Valley, WA, where she assists with animal care and a self-service goat feeder. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary programs supported by an in-house manager solutions team and centralized due diligence.

Wealth management Executive Founder/Business Owner
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Harrilyn C

Series 63, Series 65

Coeur D Alene, ID

Wells Fargo Advisors

Harrilyn Collins is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including business-owner transition and special-needs analysis, using proprietary research and planning tools.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Neil H

Series 66

Spokane Valley, WA

Edward Jones

Neil Hornor is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America and Wells Fargo Clearing. In addition to his advisory role, he manages a consulting business, Discovery Solutions LLC, which assists law offices with the discovery portion of trial preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households, pension and corporate plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Inheritance planning Caring for aging parents Attorney Financial Professional
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Orlando F

Series 63, Series 65

Spokane Valley, WA

Cetera

Orlando Ferraro is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2019 and owns Core Financial Group, where he provides investment and insurance services. Additionally, he works as a health insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various program options, supporting both discretionary and non-discretionary portfolio management and financial planning.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jacob W

Series 66

Coeur D'Alene, ID

Merrill

Jacob Wilson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients use their wealth as a tool to live with purpose, protect what matters most, and create a lasting legacy. He works one-on-one with clients to define and prioritize their financial goals, developing tailored strategies designed to reach objectives such as education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Jacob holds a Bachelor's Degree from Carroll College and has earned the Personal Investment Advisor (PIA) designation. His expertise encompasses a range of client focus areas including portfolio management services, small business strategies, individual and corporate investment strategy, and managing new wealth. He is committed to providing ongoing advice and guidance as clients' needs evolve. Outside of his professional role, Jacob is actively involved in his community through organizations such as Catholic Youth Ministry and St. Vincent De Paul Northwest. He enjoys baseball, basketball, football, golfing, music, and photography, and values spending quality time with his family.

General retirement planning Retirement income strategy
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Jacob W

Series 66

Post Falls, ID

Thrivent Investment Management

Jacob Woodbrey is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked at Primerica Financial Services. Outside of finance, he provides voice coaching lessons focusing on singing mechanics and general music skills. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses through a network of financial advisors. The firm emphasizes planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Business ownership considerations
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David R

Series 63, Series 65

Liberty Lake, WA

Primerica Advisors

David Ross is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory work, Ross is involved in selling home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed account options for individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers to implement its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jeffrey R

Series 63, Series 66

Spokane Valley, WA

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Laura P

Series 66

Coeur D'Alene, ID

LPL Financial

Laura Parasida is a financial advisor with LPL Financial, holding a Series 66 credential and beginning her advisory career in 2025. She has prior experience working at Magnuson McHugh Dougherty CPAs and Anastasi Moore & Martin PLLC. In addition to her advisory role, she owns and operates Laura Parasida CPA LLC, a tax and investment services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Kevin M

Series 66

Coeur D'Alene, ID

LPL Financial

Kevin Mcclelland is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Avantax Advisory Services, Avantax Investment Services, and Umpqua Bank, among other firms. In addition to his advisory role, he is involved with Magnuson, McHugh & Co., P.A., a tax preparation and accounting firm, based in Coeur d'Alene, ID. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Michelle H

Series 66

Coeur D'Alene, ID

LPL Financial

Michelle Haneline is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Investment Services, Inc., 1st Global Capital Corp., and Magnuson, McHugh & Co., P.A., where she also maintains a longstanding role. Her activities include involvement with Magnuson, McHugh & Co., P.A., a CPA firm, reflecting a dual focus on tax and financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from various sources.

College savings (529s, UTMA, etc.)
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Stephen C

Series 66

Rathdrum, ID

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Military & Veterans Founder/Business Owner
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Theresa Z

Series 66

Coeur D Alene, ID

OSAIC

Theresa Zimmerman is a financial advisor with Osaic Wealth, Inc. in Coeur d'Alene, Idaho, holding a Series 66 designation and nine years of industry experience. She previously worked at Centaurus Financial, Inc. for eight years and has a background in retail at Victoria's Secret. Outside of her advisory role, Zimmerman serves on the board of the Coeur d'Alene Lakeshore Property Owners Association and is a trustee for North Idaho College. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eldon L

Series 65, Series 63

Hayden, ID

Primerica Advisors

Eldon Larson is a financial advisor with Primerica Advisors in Hayden, Idaho, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, he serves as president of FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-based investment strategies supported by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Eric C

Series 66

Spokane Valley, WA

Edward Jones

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.

Charitable giving & philanthropy Retirement income strategy Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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James G

Series 65, Series 63

Coeur D'Alene, ID

Merrill

James Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on relationship-based advisory services, assisting clients in making financial decisions that reflect their goals and values. His approach centers on building personalized wealth management strategies informed by a comprehensive understanding of each client's financial picture. James specializes in areas including education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and completed his high school education at Concord University. Outside of his professional role, James has interests in adventure sports, basketball, camping, fishing, hiking, hunting, running, and traveling.

Wealth management General retirement planning Retirement income strategy Inheritance planning Financial Professional
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Andrew W

Series 63, Series 65

Liberty Lake, WA

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Marla R

CFP®, Series 66

Coeur D'Alene, ID

LPL Financial

Marla Ringling is a CFP® designee with 26 years of industry experience. She is currently with LPL Financial, having joined in 2024 after 18 years at Cambridge Investment Research Advisors. Outside of her advisory role, she is involved with tax preparation and accounting services through Tax Strategies, PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage options, supported by model portfolios, third-party research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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