Eugene Kubik is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Kubik serves on the board of the nonprofit Spring of Hope. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Travis Adams is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2018 and THE Vanguard Group, Inc. from 2012 to 2018. He is based in Spokane, WA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice with an emphasis on diversified model portfolios and long-term orientation.

Matthew Sheffield is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has worked previously at UBS Financial Services for 16 years and D.A. Davidson & Co. for 3 years. Sheffield operates from Spokane, WA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Suzanne Johnson is a financial advisor at RBC Capital Markets with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized strategies, combining in-house and third-party investment managers to provide portfolio management, financial planning, custody, and brokerage services.

Heather Shea is a financial advisor with Wells Fargo Clearing based in Spokane, WA. She holds Series 63 and Series 65 registrations and has 31 years of industry experience. Prior to her current role, she was with Wells Fargo Advisors LLC for three years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.

Karen English is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2009. She is based in Spokane, WA, and holds the Series 66 registration. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate both in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Tom Cresswell is a financial advisor with Merrill in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Merrill since 1986 and has also worked at Bank of America since 2009. Outside of advisory work, he owns the trademark for the slogan "Old Fashioned Values. New Ideas." Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Watson is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked at Cetera and Cetera Advisors LLC since 2019, with prior experience at Northwest Farm Credit Services and Numerica Credit Union. Outside of his advisory role, he serves as a church council member at Mission Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and third-party manager selections.

Jordan Carrell is a financial advisor with OSAIC in Spokane, WA, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Securities America, Inc. and spent ten years at Mewbourne Oil Company. He is the president of Carrell Financial Services LLC, where he plans to offer life insurance policies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Mescal Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Wells Fargo Advisors LLC during his career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jani Cotton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and beginning her advisory career in 2026. She has extensive prior experience, including roles at Primerica Financial Services since 2009, Providence Sacred Heart Medical Center since 2008, and Broadway Heights Dental since 2007. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through a large network of advisors who deliver model-based portfolio recommendations. The firm manages approximately $15.5 billion in assets and uses a range of strategic and tactical investment models supported by third-party asset managers and custodial services.

David Hutchinson is a CFP® certified financial advisor with 29 years of industry experience, currently practicing with Equitable Advisors since 1999. He previously worked under Axa Advisors, LLC until 2020, overlapping with his tenure at Equitable. Outside of his advisory role, he is involved with DABYN Wealth Strategies, LLC, where he acts as Attorney In Fact for his wife and business partner. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and a combination of proprietary and third-party investment programs to tailor advice and portfolio management to client needs.

Asa Wolfe is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Primerica Advisors. His background includes service in the U.S. Army from 2017 to 2021 and entrepreneurship through ownership of a short- and long-term room rental business. Wolfe also holds a role as Events Director for the Kootenal County Young Professionals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and focuses on scalable advisory services delivered through an extensive network of advisors.

Brigid Rypien is a CFP®-credentialed financial advisor with Robert Baird & Co., based in Spokane, WA. She has five years of experience at Baird and a total of four years in the industry, previously working at Diamond Resorts. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and offers distinctive services such as municipal advisory and a combination of manager-traded and model-traded investment strategies.

Zander Holman is a Series 66-registered financial advisor with Thrivent Investment Management in Spokane, WA, with four years of industry experience. He has worked at Thrivent and its affiliates since 2022 and previously held roles at Starbucks, Eastern Washington University, and the City of Moses Lake. Holman serves as a board member of the Spokane Professionals Society, where he helps organize networking events and manages communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a broad range of topics without portfolio management for institutional clients, and clients can combine planning with managed-account services under a consolidated billing option.

Michael Mastor Sr. is a financial advisor with Ameriprise Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rock Harbor Road Committee and is president of that organization. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Brent Huckabee is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously at U.S. Bancorp Investments, Inc. from 2014 to 2018. Outside of his advisory role, he serves on the finance committee for the HUB Sports Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Courtney Altringer is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. Prior to this, she worked at Schweitzer Alpine Racing School for one year. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joshua Potter is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 designations and over 28 years of industry experience. His prior roles include positions at Securities America, Securities Service Network, and various other firms, with ongoing involvement in entities such as Simple Wealth and Hawk Financial. 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 range of advisory and brokerage services, including model portfolios and third-party asset management, supported by technology tools and a broad platform of financial products.

Cory Spalinger is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Baird Private Wealth Management and D.A. Davidson & Co. 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 brokerage, distribution, and investment management capabilities.