Jared Jones is a financial advisor with Carson Wealth based in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Financial Management, Inc., LPL Financial, LLC, and Investment Advisors International, Inc. He also operates Waymaker Wealth Advisors, providing financial services. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment oversight conducted by an Investment Committee that employs both fundamental and technical analysis to construct model portfolios and tailored solutions.

Paul Dumais is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services from ERISA retirement plan advisory to comprehensive financial planning and a dedicated private wealth program for clients with over $20 million in net worth.

Joshua Germeaux is a financial advisor with First Command Advisory Services in Spokane, WA. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, and Vantage Marketing, as well as experience in education at Washington State University and secondary schools. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor portfolios.

Brock Harrison is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds a Series 66 designation and has experience working at Eagle Strategies and affiliated firms since 2025. Prior to his financial services career, he was employed at Eastern Washington University and Ridgefield High School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.

David Lambert is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He serves as a trustee for family trusts in Washington. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering a range of financial planning, investment management, and brokerage services to individuals, high-net-worth clients, and institutions. The firm provides both discretionary and non-discretionary managed solutions incorporating proprietary strategies and third-party models, supported by in-house equity and fixed-income portfolios.

Jeffrey Current is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds the Series 66 designation and has been with VALIC Financial Advisors since 2002. In addition, he is an agent with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Timothy Mitrovich is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Hightower Advisors since 2023 and previously at Ten Capital Investment Advisors and Richards, Merrill & Peterson. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and financial institutions. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Ryan Mulligan is a financial advisor with Valic Financial Advisors in Spokane, WA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at ArbiterSports, LLC, Crafted Services LLC, Hardtscape Contracting, and the University of Washington School of Medicine. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Jon Heideman is a CFP® with five years of industry experience currently serving at Hightower Advisors. His prior roles include positions at Ten Capital Wealth Advisors and BDO USA, LLP, where he worked for 12 years. He is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating proprietary research and a variety of investment vehicles.

Lynnae Gonzales is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2015. Outside of her advisory work, she operates a Mary Kay Cosmetics business as a sole proprietor. 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 services under the Advisers Act fiduciary standard and ERISA duties, with capabilities spanning retirement plan advisory, financial planning, and private wealth management.

Aleksandr Slyusarev is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including GWFS Equities, LPL Financial, JP Morgan Chase Bank, TIAA, Edward Jones, and Waddell & Reed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Braden Danielson is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he is a musician who plays guitar, mandolin, and violin and occasionally performs gigs with his band. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management with a fiduciary standard applied to its registered investment adviser services.

Michael Moody is a financial advisor at Bankers Life Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked in various positions including at Premium Retail Services and Broadway Pawn. Moody is also involved in Moody's Guitars, a business he has owned since 2007. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations aligned with clients’ goals and risk tolerances.

Zachary Brickner is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Altmeyer Financial Group and Bank of America. Outside of advising, he is involved in insurance sales through Altmeyer Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed, third-party, and advisor-managed models along with financial planning, consulting, and plan services.

Stephen Robinson is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones and Clear Future Financial, LLC. Robinson also serves as the owner of Redcon Capital Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Dennis Andres Jr. is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services LLC, Key Bank NA, and TIAA prior to joining D.A. Davidson. 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 advisory services under fiduciary standards, including retirement plan management and wealth planning for high-net-worth individuals.

Micaela Stinson is a Series 66-credentialed financial advisor with seven years of industry experience. She has worked at D.A. Davidson & Co. since 2022 and previously held positions at Ameriprise, Cuso Financial Services, and Numerica Credit Union. Stinson is also a notary public in Spokane, WA. 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 from financial planning to municipal advisory and operates affiliated custodial entities, distinguishing itself in both scope and operational capabilities.

Drew Schaefer is a financial advisor with Carson Wealth holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Fortis Financial Partners, Waymaker Wealth Advisors, Financial Management, Inc., and LPL Financial, among others. Schaefer has managed multiple financial services entities, including CWM, LLC DBA Waymaker Wealth Advisors. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors overseeing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios guided by an Investment Committee and providing access to custom indexing, alternative investments, and third-party sub-advisors.

Kirby Brown is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with United Planners since 2019 and concurrently serves as president of Starr Investments, LLC, an insurance-related business in Spokane Valley, WA. Brown has been active in non-variable insurance production since 2009. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Brian Pedey is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding a Series 66 designation with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2013. Outside of his advisory role, he owns farmland where alfalfa or barley is grown. 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 retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.