Suzanne Johnson is a financial advisor at RBC Capital Markets with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized strategies, combining in-house and third-party investment managers to provide portfolio management, financial planning, custody, and brokerage services.

Toby Storlie is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 65 and Series 63 licenses. He has experience at notable firms including J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he has been involved with A Wooden Wedding LLC, a business venture he managed from 2021 to 2024. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Heather Shea is a financial advisor with Wells Fargo Clearing based in Spokane, WA. She holds Series 63 and Series 65 registrations and has 31 years of industry experience. Prior to her current role, she was with Wells Fargo Advisors LLC for three years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.

Karen English is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2009. She is based in Spokane, WA, and holds the Series 66 registration. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate both in-house and third-party investment managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Tom Cresswell is a financial advisor at Merrill with Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Merrill since 1986 and also holds a concurrent role at Bank of America. Outside of advising, he owns the trademark to the slogan "Old Fashioned Values. New Ideas." Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Jeffrey Watson is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked at Cetera and Cetera Advisors LLC since 2019, with prior experience at Northwest Farm Credit Services and Numerica Credit Union. Outside of his advisory role, he serves as a church council member at Mission Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and third-party manager selections.

Jordan Carrell is a financial advisor with OSAIC in Spokane, WA, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Securities America, Inc. and spent ten years at Mewbourne Oil Company. He is the president of Carrell Financial Services LLC, where he plans to offer life insurance policies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Mescal Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Wells Fargo Advisors LLC during his career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jani Cotton is a financial advisor with Primerica Advisors holding Series 65 and Series 63 credentials. She has over 18 years of professional experience including roles at Providence Sacred Heart Medical Center and Broadway Heights Dental. She has been with Primerica Financial Services since 2009 and joined PFS Investments Inc. in 2026. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supported by custodial and execution services from Pershing and BNY Mellon Advisors.

David Hutchinson is a CFP® professional affiliated with Equitable Advisors in Spokane, WA, with 28 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. He also serves as an attorney in fact for his wife and business partner. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored through a structured client intake process.

Asa Wolfe is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Primerica Advisors. His background includes service in the U.S. Army from 2017 to 2021 and entrepreneurship through ownership of a short- and long-term room rental business. Wolfe also holds a role as Events Director for the Kootenal County Young Professionals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and focuses on scalable advisory services delivered through an extensive network of advisors.

Brigid Rypien is a CFP®-credentialed financial advisor with Robert Baird & Co., based in Spokane, WA. She has five years of experience at Baird and a total of four years in the industry, previously working at Diamond Resorts. She is part of The DDK Group within Robert Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning, portfolio management, and brokerage services. The firm manages approximately $394 billion in assets and offers distinctive services such as municipal advisory and a combination of manager-traded and model-traded investment strategies.

Zander Holman is a Series 66-registered financial advisor with Thrivent Investment Management in Spokane, WA, with four years of industry experience. He has worked at Thrivent and its affiliates since 2022 and previously held roles at Starbucks, Eastern Washington University, and the City of Moses Lake. Holman serves as a board member of the Spokane Professionals Society, where he helps organize networking events and manages communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a broad range of topics without portfolio management for institutional clients, and clients can combine planning with managed-account services under a consolidated billing option.

Michael Mastor Sr. is a financial advisor with Ameriprise Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rock Harbor Road Committee and is president of that organization. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Brent Huckabee is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and previously at U.S. Bancorp Investments, Inc. from 2014 to 2018. Outside of his advisory role, he serves on the finance committee for the HUB Sports Center. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios along with a formal alternative-investment onboarding process.

Courtney Altringer is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. Prior to joining Wells Fargo, she worked at Schweitzer Alpine Racing School for one year. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jonathan Shroyer is a financial advisor with Edward Jones in Spokane, WA, holding Series 63 and Series 66 designations and with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Potter is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Securities America, Downriver Capital Management, and ongoing involvement with Hawk Financial and Simple Wealth, both of which are business entities used for tax and investment purposes. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Cory Spalinger is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Baird Private Wealth Management and D.A. Davidson & Co. 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 brokerage, distribution, and investment management capabilities.

Patricia Elzey is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and 26 years of industry experience. She has been associated with Raymond James Financial Services Advisors, Inc. and related entities since 2009, operating through her own firm, Elzey Financial Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client collaboration and supported by firm research and asset-allocation analysis.