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Scott M

Series 63, Series 66

Spokane, WA

Private Advisor Group, LLC

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.

Annuities Founder/Business Owner
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Julian S

Series 66

Spokane, WA

Guardian Life

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.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner Retired Executive
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Trevor D

Series 66

Spokane, WA

D.A. Davidson & Co.

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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Madison D

Series 66

Spokane, WA

D.A. Davidson & Co.

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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Robert B

Series 63, Series 66

Spokane, WA

Hightower Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Christopher B

Series 63, Series 65

Spokane, WA

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Bruce P

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Dean M

Series 63, Series 66

Spokane, WA

Osaic Advisory Services, LLC

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.

Annuities
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Gary F

Series 66

Liberty Lake, WA

Principal Financial Services

Gary Febus is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2025. Prior to his current roles, Gary was involved with Habitat for Humanity-Spokane and operated a talent agency, Scout Model & Talent Agency. He has also maintained a personal website, GaryFebus.com, since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Keith R

Series 66

Spokane, WA

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Sarah F

Series 63, Series 65

Spokane, WA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Elijah M

Series 66

Spokane, WA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Bernard R

Series 63, Series 65

Spokane, WA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Alesha L

Series 66

Spokane, WA

D.A. Davidson & Co.

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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Derek H

Series 65

Spokane, WA

Hightower Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Marc R

ChFC®, Series 66

Liberty Lake, WA

Edward Jones

Marc Rubin is a financial advisor at Edward Jones in Liberty Lake, WA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Concur Technologies. Outside of his advisory role, he is the managing partner of Max's Hideaway LLC, a vacation home business in Redmond, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive
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Hugh S

Series 63, Series 66

Spokane, WA

Merrill

Hugh Severs is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving clients in more than 20 states. He works with a diverse clientele including entrepreneurs, established business owners and their employees, C-level executives in the technology sector, physicians, and multiple generations of families. His focus is on clients with dynamic financial needs such as founding, buying, growing, and selling businesses, managing stock options, planning for college education, and preparing for retirement. Hugh customizes investment portfolios guided by the firm's Chief Investment Office, encompassing multiple asset classes including equities, bonds, and alternative investments like real estate and hedge funds. He collaborates with clients' CPAs, attorneys, and trust professionals to align tax minimization and estate strategies and provides access to various lending solutions through Bank of America. Prior to joining Merrill in 2022, Hugh spent 12 years at Northwestern Mutual in roles including advisor, director of training and technology, and COO of a private wealth team. He holds a bachelor's degree in Landscape Architecture from Washington State University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Liberty Lake, Washington, Hugh lives with his wife, Jolene, and their two sons. He is active in community organizations such as the American Cancer Society, HUB Sports Center—where he serves on the board of directors—and SNAP. His personal interests include fishing, hunting, golfing, hiking, boating, camping, cooking, basketball, skiing, and traveling.

Wealth management Private / alternative investments Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner Executive Doctor or Medical Professional Parents Established Professionals
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William E

Series 63, Series 65

Spokane, WA

Ameriprise

William Eldridge is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliates since 1988. Outside of his advisory role, he owns Treehouse Management Services, LLC, which manages payroll and office expenses. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations tailored to individual client portfolios.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher B

Series 63, Series 65

Spokane, WA

LPL Financial

Christopher Bradley is a financial advisor with LPL Financial based in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at VOYA Financial Advisors for seven years before joining LPL Financial in 2019. Outside of his advisory role, he is involved in real estate rental ownership in Sandpoint, ID. 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, third-party asset management, and institutional platforms, supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jennifer D

Series 66

Spokane, WA

LPL Financial

Jennifer Darvis is a financial advisor with LPL Financial in Spokane, Washington, holding a Series 66 license and bringing 23 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Voya Financial Partners, and Piper Sandler & Co. Outside of advising, she provides administrative support to Mariner Independent Advisor Network, LLC and works part-time for Door Dash. 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, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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