Jessicca Rude is a financial advisor at D.A. Davidson & Co. in Spokane, WA, with 10 years of industry experience and a Series 66 credential. She has served on the boards of two nonprofit organizations: Koru Multicultural and Diverse Library, where she is Treasurer, and Aspire Community Theatre, where she is Secretary. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advice, financial planning, equity research, and specialized wealth management programs.

Maria Pollack is a financial advisor at Hightower Advisors with a Series 65 designation. She has two years of industry experience, including roles at TEN Capital Wealth Advisors and involvement with Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm employs a multi-manager investment approach, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles to serve its clients.

Daryl Geffken is a financial advisor with Hightower Advisors holding a Series 66 designation and seven years of industry experience. He worked for D.A. Davidson & Co. for ten years before joining Hightower Advisors in 2024. Geffken serves as a board member for the Spokane Sounders Soccer Club and Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Brian Hurst is a financial advisor with Eagle Strategies (NY Life) based in Spokane Valley, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Hurst is the owner and lead teacher of The Science Factory, a summer camp, and he also provides business consulting for his wife's YouTube channel. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Carano is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Carano has been with Eagle Strategies since 2022 and has a longer tenure with affiliated New York Life entities dating back to 2009. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Buddy Honshell is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at D.A. Davidson since 2011. Outside of his advisory role, he serves as a board member for the Brickert Country Estates Homeowners' Association in Post Falls, Idaho. 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 ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards while utilizing both qualitative and quantitative investment analysis.

Jacob Timm is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Ten Capital Investment Advisors, LLC since 2012. Timm joined Hightower Advisors in 2023 and is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management among other services.

Colson Cripps is a CFP® and ChFC® affiliated with Eagle Strategies (NY Life) with four years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as entrepreneurial experience with Cripps Financial Group LLC. He has additional work history in diverse fields including retail and product development. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working extensively with institutional plan sponsors within the New York Life affiliate structure.

Christopher Codd is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at MGI Funds Distributors, LLC and Mercer Investments, LLC. Outside of his advisory role, Codd serves on the boards of Catholic Charities of Spokane and the Catholic Diocese of Spokane Foundation and volunteers with Hospice of Spokane and several local Catholic school finance committees. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers fiduciary advisory services, retirement plan support, financial planning, and a private wealth program for clients with significant net worth, utilizing both qualitative and quantitative investment analysis.

Aristo Arana is a financial advisor at Centaurus Financial, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Centaurus Financial since 2010 and has worked at Mark Nissley since 2007. Outside of his advisory role, he assists with securities-related business activities and helps clients understand Medicare insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.

Benjamin Klundt is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to this, he worked with Ten Capital Investment Advisors LLC for over a decade. He also serves as a board member for the Boy Scouts of America–Inland Northwest Council. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Christopher Bor is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Ameritas-affiliated firms since 2024 and was previously with Securities America Inc and Securities America Advisors for nine years, as well as with Sunset Financial Services and Kansas City Life Insurance for over a decade. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a platform approach that includes in-house and third-party managed portfolios, discretionary and non-discretionary programs, and integration with Ameritas affiliates.

Daniel Cronen is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2015. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he acts as an executor for an estate, overseeing the distribution of assets according to the will’s instructions. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Grant Habersetzer is a CFP® professional at Mercer Global Advisors Inc. in Spokane, WA, with experience beginning in 2022 across several firms including Financial Forum and Mercer Global Advisors. His background also includes roles at Gonzaga University and The Boeing Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm implements globally diversified portfolios based on Modern Portfolio Theory using low-cost ETFs, index funds, and other investment vehicles, and supports clients through specialized services and educational programs.

Edna La Zelle is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and five years of industry experience. Her career includes roles at Ameriprise, Eagle Strategies (NY Life), Nylife Securities LLC, and Henker Financial Partners, LLC. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of investment and planning services under fiduciary standards, with specialized programs for municipal advisory and private wealth management.

Amy Van Lierop is a financial advisor at Hightower Advisors in Spokane, WA, holding a Series 65 credential with 10 years of industry experience. Her prior roles include positions at Mercer Global Advisors, Vickerman Investment Advisors, Ten Capital Wealth Advisors, and Vickerman & Driscoll Financial Advisors. She has a minority ownership interest in a family farming and hospitality business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and specialized consulting for various institutional mandates.

James Bell is an investment advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. He is also the owner of Legacy Capital Management, Inc., his securities and advisory business. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Debra Miethe is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at Thrivent Financial and its related entities for seven years. Outside of her advisory role, she serves as president of Soarin' Glory, a nonprofit that installs solar-lit flagpole kits for military families at no cost. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects preapproved managers and model portfolios.

Brian Norris is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo. Outside of his advisory role, he manages several residential rental properties in Spokane, WA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, along with a range of implementation options.

Joshua Carruthers is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. He serves in the U.S. Air Force as Flight Chief of Business Systems and IT Training, managing enlisted members and administrative duties related to mission-specific IT maintenance. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a specialization in active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.