Edward O'hara is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

Marla Ringling is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with LPL Financial and previously spent 19 years at Cambridge Investment Research, Inc. In addition to her advisory work, she is involved with Tax Strategies, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of financial planning and portfolio management solutions, incorporating both proprietary and third-party strategies.

James Durbin Jr. is a CFP®-certified financial advisor with 18 years of industry experience, currently with LPL Financial since 2023. His prior roles include positions at Kestra Advisory, Wells Fargo Advisors, and Edward Jones. He is also involved with Durbin Enterprises LLC, which operates a business entity for tax and investment purposes and provides non-variable insurance services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a diverse network of over 22,800 advisors.

Lance Riley is a financial professional at LPL Enterprise with seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Trustage/CMG/CBSI. Before entering finance, he worked for over a decade with the Rialto Unified School District. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and a Model Wealth Portfolios wrap program.