John Lee is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with D.A. Davidson & Co. since 2009. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and specialized wealth management for high-net-worth clients.

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.

James Bauman is a CFP® with 12 years of industry experience, currently serving as an advisor at Farther. His prior roles include positions at ATT, Optimum Capital Strategies LLC, and Strive. Outside of financial advising, he owns a triathlon coaching company. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary algorithmic model portfolios with automatic rebalancing.

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 with 23 years of industry experience. His prior affiliations include LPL Financial, VOYA Financial Advisors, and Valic Financial Advisors. He is also involved with Black Stone Financial, a non-variable insurance business operating in Spokane, WA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes proprietary and third-party managed account solutions.

Julian Stewart is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Stewart serves as a board member of the Tamarack Center in Spokane, WA. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients.

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. Before 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 retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Madison Deadmarsh is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and has worked previously at Gonzaga University and Cochrane & Company. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm provides ERISA fiduciary retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

Robert Bishopp is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ten Capital Investment Advisors. 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, offering access to both affiliated and third-party managers across various investment vehicles and strategies.

Christopher Bafus is a financial advisor with Commonwealth Financial Network who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He previously worked with MSI Financial Services, Inc. and led Bafus Financial Group, which he co-owns. Bafus is also involved in fixed insurance sales as an insurance agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and offers a broad platform including managed-account programs, access to third-party asset managers, and comprehensive custody and clearing services.

Bruce Pedey is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with D.A. Davidson & Co. since 2002. Outside of his advisory role, he is a partner and owner of Falcon Farms, a farmland investment in Bonners Ferry, Idaho. D.A. Davidson & Co. provides investment 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 services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Dean Mckenzie is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Mckenzie also operates A R M Wealth Management, focusing on fixed and variable annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and annuity sub-account management through multiple program models and utilizes proprietary and third-party platforms.

Keith Radmaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at Commonwealth Financial Network and affiliated firms since 2016 and previously spent 14 years at MSI Financial Services, Inc. Radmaker is also involved in advising and selling fixed insurance products based on client needs. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services, utilizing both internally managed model portfolios and outside solutions.

Sarah Foley is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Foley operates Foley Financial Group, through which she sells New York Life products and brokers non-registered insurance products. She also volunteers in a leadership role with Business Networking International in Spokane Valley. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elijah Moscinski is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at PNW Financial Services, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, with the majority of assets managed on a non-discretionary basis.

Bernard Rosen is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Outside of his advisory role, he serves on the board of the Museum of North Idaho and Jewish Beginnings, a nonprofit organization, and has operated Rosen Wellness, LLC since 2006. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis.

Alesha Lozano is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining D.A. Davidson in 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with more than $20 million in net worth.

Derek Hare is a financial advisor at Hightower Advisors with Series 65 certification and two years of industry experience. His prior work includes roles at Pacific Peak Advisors, Inland Mortgage Inc., and Eric Steven Law. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.