Ashwin Mohan is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Northwestern Mutual Wealth Management Company. Outside of his advisory role, he owns Mohan Coaching, where he mentors advisors on building financial planning practices. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and typically recommends investment categories rather than specific products.

Michael Christiansen is a financial advisor with LPL Financial in Coeur D'Alene, Idaho, holding a Series 66 credential and 26 years of industry experience. He previously worked at Edward Jones for nine years and Merrill for three years. Christiansen also has a role at Amare Global in addition to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Don Icardo is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill Lynch during his career. Outside of his advisory role, he manages a winter boat and RV storage operation at his ranch. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Scott Murock is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He is also a member and manager of STRAC LLC, a commercial real estate business based in Spokane, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors.

Phillip Hansen is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Trustage/CMG/CBSI, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also associated with Horizon Retirement & Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and extensive financial product offerings.

Brenna Piper is a financial advisor at J.P. Morgan Securities based in Spokane, WA, holding a Series 66 designation with four years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of her advisory role, she is part owner of a hobby farm in Spokane Valley where she helps care for animals and supports the operation of a food dispenser for goats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Harrilyn Collins is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes five years at UBS Financial Services and over 20 years in various roles within Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Ashlie Johnson is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Neil Hornor is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America and Wells Fargo Clearing. In addition to his advisory role, he manages a consulting business, Discovery Solutions LLC, which assists law offices with the discovery portion of trial preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households, pension and corporate plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Orlando Ferraro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Cetera Advisors LLC since 2019 and owns Core Financial Group, where he provides investment and insurance services. Ferraro also sells health insurance through a separate fixed insurance agency. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets with more than 10,000 advisors and approximately 800,000 clients.

Jacob Wilson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients use their wealth as a tool to live with purpose, protect what matters most, and create a lasting legacy. He works one-on-one with clients to define and prioritize their financial goals, developing tailored strategies designed to reach objectives such as education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Jacob holds a Bachelor's Degree from Carroll College and has earned the Personal Investment Advisor (PIA) designation. His expertise encompasses a range of client focus areas including portfolio management services, small business strategies, individual and corporate investment strategy, and managing new wealth. He is committed to providing ongoing advice and guidance as clients' needs evolve. Outside of his professional role, Jacob is actively involved in his community through organizations such as Catholic Youth Ministry and St. Vincent De Paul Northwest. He enjoys baseball, basketball, football, golfing, music, and photography, and values spending quality time with his family.

Jacob Woodbrey is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked at Primerica Financial Services. Outside of finance, he provides voice coaching lessons focusing on singing mechanics and general music skills. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses through a network of financial advisors. The firm emphasizes planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

David Ross is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory work, Ross is involved in selling home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed account options for individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers to implement its investment models.

Jeffrey Reynolds is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Laura Parasida is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding a Series 66 designation and one year of industry experience. She has a background in accounting and tax services, having worked at Magnuson McHugh Dougherty CPAs since 2020 and previously at Anastasi Moore & Martin PLLC for seven years. Parasida is also the owner of Laura Parasida CPA LLC, a tax and investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including model portfolio programs and third-party asset management, supported by technology tools for research and operations.

Kevin Mcclelland is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax Advisory Services and Umpqua Bank. Outside of advisory work, he is involved with Magnuson, McHugh & Co., a CPA firm specializing in tax preparation and accounting. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michelle Haneline is a Series 66-credentialed financial advisor with nine years of industry experience. She is currently affiliated with LPL Financial and has previously worked with Avantax Investment Services, Inc. and 1st Global Capital Corp. In addition to her advisory role, she has a longstanding involvement with Magnuson, McHugh & Co., P.A., a CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Stephen Coulston is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2019. Outside of financial advising, he works as a contracted architectural consultant and is a writer and photographer specializing in outdoor lifestyle and firearms-related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Eldon Larson is a financial advisor with Primerica Advisors in Hayden, ID, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 1998. Larson is also president of FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies by unaffiliated asset managers and offers various investment models including strategic, tactical, and income-distribution approaches.

Eric Conway is a financial advisor with Edward Jones in Spokane Valley, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and also has a long-standing involvement with Media One Creative. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.