Patricia Elzey is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and having 27 years of industry experience. She has been affiliated with Raymond James Financial Services Advisors, Inc. and related entities since 2009 and operates Elzey Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

John Allen is a financial advisor with Robert Baird & Co. in Spokane, WA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary and non-discretionary portfolio management, employing a range of investment strategies and overlay services.

Ingrid Hollen is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 license and having 19 years of industry experience. Her prior work includes a decade at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC, as well as a year at A. G. Edwards & Sons, Inc. 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.

Cody Huckins is a ChFC® with four years of industry experience, currently affiliated with Wells Fargo Clearing in Spokane, WA. His prior experience includes roles at NYLife Securities LLC and Allstate Financial Services, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joseph Behler is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Dingus, Zarecor & Associates from 2015 to 2019. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Justin Lutz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting clients who have built meaningful wealth and are seeking clearer financial plans, particularly those preparing for retirement, managing inheritances, planning for business sales, evaluating 401(k) options, and coordinating complex financial scenarios. His approach involves customized financial planning that aligns with clients' goals, priorities, risk tolerance, and long-term visions. Justin holds several professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Montana State University System and an Associate's Degree from Spokane Falls Community College. He collaborates with clients' attorneys and tax professionals and connects clients with resources available through Merrill and Bank of America. Living in Spokane Valley with his wife Katelyn and their dog Seager, Justin is involved in community activities such as baseball coaching and supporting the Wishing Star Foundation. He enjoys outdoor activities including baseball, biking, boating, camping, football, golfing, hunting, skiing, spending time with family, and traveling.

David Schafer is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise in 2026, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Schafer assists with tax preparation matters related to Liberty Tax Service and serves as an executor in estate administration. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Matthew Del Riccio is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation with 10 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branches.

Vincent Mcphail is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and in-house research.

Sarah Mekes is a financial advisor at Wells Fargo Advisors with six years of experience at the firm and a total of four years in the industry. She holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2020, she worked at Wasserman, Grossman, and Sloan LLP and Summit Financial Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products through a large network of advisors.

Tyler Mc Quilkin is a financial advisor at LPL Financial in Spokane, WA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Forster Financial and Hillsboro Downtown Station, as well as academic and community involvement with Grand Canyon University, Princeton Theological Seminary, and several churches. 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 provides a range of advisory and brokerage services through its extensive network of investment adviser representatives, offering diverse investment strategies and operational support tools.

Brittan Reich is a financial advisor with Primerica Advisors, holding the Series 63 and Series 65 licenses and four years of industry experience. Her work history includes roles at PFS Investments Inc., Moody Bible Institute, and Primerica Financial Services. She is also involved in sales of non-investment home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial service providers.

Thomas Greene Jr. is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cameron Ives is a financial advisor at Ameriprise in Spokane, WA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab & Co., Inc. and Ethos Financial Partners. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to produce comprehensive, written retirement recommendation reports.

Jay Kirkpatrick is a Private Wealth Advisor and Managing Director leading the Kirkpatrick-Violette Group, a Spokane-based wealth management team within Merrill Private Wealth Management. Since joining Merrill in 1996, Jay has focused on serving ultra-high-net-worth families and institutions nationwide. His team oversees a multi-billion-dollar practice and provides comprehensive Family Office Services, including advanced estate planning, philanthropic strategy, banking, and bespoke lending solutions. Jay's expertise includes corporate executive services, executive compensation, family wealth management strategies, institutional investment consulting, legacy and philanthropic planning, and socially responsible investing. He applies a high-touch, personalized approach to complex wealth management needs, aiming to bring clarity, structure, and confidence to clients through strategic planning and long-term optimization. He holds a Bachelor's Degree from Eastern Washington University and multiple professional designations, including Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Certified 401(k) Professional (C(k)P®), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jay is active in his community, serving on the boards of the Boys and Girls Club of Spokane County and the Eastern Washington University Foundation. He resides in Spokane with his wife Chelsey and has two grown sons.

Gregory Lambert is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 66 designation and has been with Cetera and related entities since 2004. Lambert is based in Spokane, WA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Dina Arnold is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 26 years of industry experience. She has been with Raymond James since 2011 and co-owns Arnold Financial Group, where she serves as vice president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional investors. The firm emphasizes tailored, non-discretionary advice using detailed risk profiling and modeling tools, and it offers specialized municipal and public finance advisory services.

Daniel Merritt is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds a Series 66 designation and has been with Thrivent since 2026. Prior to joining the firm, he held roles at Gonzaga University, California Pension Fund, Creative Investment Research, and Panera Bread. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Cory Brandt is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and previously worked at Numerica Credit Union for seven years. Outside of advising, he provides free notary public services for clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Samuel Pegg is a financial advisor with LPL Financial in Spokane Valley, WA. He holds Series 63 and Series 65 designations and has three years of industry experience. His prior roles include positions at Cetera, U.S. Bancorp Investments, and U.S. Bank. Outside of financial advising, Pegg is involved with Rimrock Yard Care LLC, providing pruning services. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.