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Christopher G
Series 66
Cheney, WA
Edward Jones
Christopher Grover is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Stacey C
Series 66
Spokane, WA
Thrivent Investment Management
Stacey Carruthers is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA, with three years of industry experience. Prior to joining Thrivent Investment Management, she was affiliated with Thrivent Financial and Bryan Preuss - Thrivent Financial. Outside of her advisory role, she organizes and runs a small home baking operation, preparing holiday desserts and treats for family and friends by taking orders through personal channels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without portfolio management or implementation. The firm uses goal-based analyses and offers clients the option to combine planning with managed-account programs under a consolidated billing system while keeping services separate.
Perthilda S
Series 63, Series 66
Spokane, WA
UBS Financial Services
Perthilda Sherven is a financial advisor at UBS Financial Services with 31 years of industry experience. She has been with UBS since 2001 and holds Series 63 and Series 66 licenses. Based in Spokane, WA, she provides advisory services through one of the largest financial firms in the industry. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.
Jordan M
Series 66
Spokane, WA
Edward Jones
Jordan Moody is a Series 66-registered financial advisor with Edward Jones in Spokane, WA, and has two years of industry experience. Prior to joining Edward Jones, Moody worked at the College Success Foundation for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
Murphy B
Series 66
Spokane, WA
Equitable Advisors
Murphy Butte is a financial advisor with Equitable Advisors and holds a Series 66 designation, with three years of industry experience. Prior to joining Equitable Advisors, he has held various roles including office manager for his father's business, Murphy Butte INC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.
Garrett H
Series 66
Spokane, WA
J.P. Morgan Securities
Garrett Hanson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. Hanson has also held positions outside finance, including roles at Big 5 Sporting Goods and Panda Express. 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 additional brokerage and investment management capabilities.
Andrea B
Series 66
Spokane, WA
Robert Baird & Co.
Andrea Bruse is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill, Spokane Teachers Credit Union, CUSO Financial Services, and Marcheso & Thew. Outside of her advisory work, she owns and operates A Bruse Art, a private business focused on painting and selling artwork. Andrea is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing internal research and a variety of investment strategies.
Oday D
Series 63, Series 65
Spokane, WA
LPL Financial
Oday Dawoud is a financial advisor at LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, JPMorgan Chase Bank, and First Interstate Bank. Outside of finance, he works as a shopper for a goods delivery service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven approaches.
Savanna B
Series 66
Spokane, WA
Merrill
Savanna Brown is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has held positions at Bank of America and First Command Insurance Services. Brown serves on the board of MT Spokane Mead Youth Football, where she assists with budgeting and youth registration. 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, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.
Phillip F
Series 63, Series 66
Nine Mile Falls, WA
Raymond James Financial
Phillip Faubert is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James in 2026. Faubert is also the founder and president of Pacific Wealth Partners, a support company incorporated as an S-Corp. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.
Brenton H
Series 66
Spokane, WA
LPL Financial
Brenton Harting is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Spokane Teachers Credit Union, CUSO Financial Services, LP, and Numerica Credit Union. Outside of financial services, he is a business owner of Garden Spot Self Storage in Loon Lake, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs and financial planning services, supported by in-house and third-party research, and provides both discretionary and non-discretionary portfolio management.
Christopher L
Series 66
Spokane, WA
RBC Capital Markets
Christopher Liermann is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining RBC in 2024. He serves as President of the Board of Directors for Children's Village, a nonprofit organization in Coeur d'Alene, ID. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client profiles and leverages both internal and third-party resources, with access to alternative investments and integrated lending solutions.
Lani M
Series 66
Spokane, WA
Thrivent Investment Management
Lani Mc Quilkin is a Series 66 credentialed financial advisor with Thrivent Investment Management in Spokane, WA. She joined Thrivent and its affiliated entities in 2026, having previously worked in various roles including positions at Washington County and Deschutes County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic planning across a wide range of financial topics while keeping planning and managed-account services separate.
Bryce A
Series 66
Spokane, WA
Edward Jones
Bryce Aguilar is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with Run PNW LLC and served in various educational roles, including at Spokane Falls Community College and the College Success Foundation. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard.
Michael J
Series 63, Series 66
Spokane, WA
STIFEL
Michael Jeremiah is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is based in Spokane, WA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.
Margaret S
Series 66
Spokane, WA
Raymond James Financial
Margaret Starry is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously held roles at Spark Central, WSU Elson S. Floyd College of Medicine, and other organizations. Starry also operates Starry Financial Group, a support company based in Spokane, WA. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a variety of advisory programs and institutional portfolio management.
William K
Series 66
Spokane, WA
LPL Financial
William Kuharski is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.
Tyrone B
Series 63, Series 66
Spokane, WA
Raymond James Financial
Tyrone Barbery is a financial advisor with Raymond James Financial in Spokane, WA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services in 2021. Barbery is the CEO and President of two support companies, Echelon Capital Investments and Echelon Northwest Capital, where he manages firm operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and maintaining unique municipal advisor affiliations alongside specialized advisory programs.
Sean P
Series 66
Spokane, WA
Edward Jones
Sean Powell is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Outside of his advisory role, he is an owning member of Saint Michael's Investments LLC, a property management business based in Yakima, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.
Michael S
Series 66
Spokane, WA
Raymond James Financial
Michael Starry is a financial advisor with Raymond James Financial Services, Inc. in Spokane, WA, holding a Series 66 designation and six years of industry experience. Prior to his advisory career, he worked at United Parcel Service for four years. He is also the CEO of Michael Starry Financial, LLC, an entity used to manage income from his advisory role. 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 employs tailored, non-discretionary planning and consulting based on risk profiling and analytical modeling, supporting clients through various advisory programs and specialized institutional consulting.
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