Cory Spalinger is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and previously worked at Baird Private Wealth Management and D.A. Davidson & Co. Cory is based in Spokane, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screens and qualitative research, offering an advisory process with a broad range of regulatory registrations and derivatives capabilities.

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.

Timothy Shilanski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2002 and was previously involved in non-variable insurance from 2012 to 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Ingrid Hollen is a financial advisor at LPL Financial with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of more than 22,800 advisors.

Ricky Molina is a financial advisor with Ameriprise in Berthoud, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare-related roles at PAM Health, Encompass Health, and Ernest Health. Molina also provides infrequent healthcare industry consultations for GLG, Inc. and Coleman Research Group, Inc. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its institutional platform.

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 at Merrill Lynch Wealth Management. He works with retirees, pre-retirees, business owners, and professionals to provide customized financial planning, retirement income strategies, investment management, business-owner planning, and assistance with significant wealth transitions. His approach emphasizes understanding each client's short-, mid-, and long-term goals to develop personalized guidance aligned with what matters most. Justin holds a Bachelor's Degree from the Montana State University System and an Associate's Degree from Spokane Falls Community College. He has earned 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). Originally from Washington State, Justin lives in Spokane Valley with his fiancée, Katelyn, and their Golden Retriever, Seager. He is involved in the community through baseball coaching and participation with the Wishing Star Foundation. His personal interests include baseball, biking, boating, camping, football, golfing, hunting, skiing, spending time with his 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.

Kasey Turnbull is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, Kasey worked at The Tin Roof and spent over two decades at Omnicare. Kasey is also an Associate Financial Advisor for Treehouse Management Services, LLC, the holding company for their practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kathleen West is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has been with Merrill since 1996. 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 range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Raymond James & Associates holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Edward Jones for eight years before joining Raymond James in 2025. Raymond James & Associates, Inc. is a large firm serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning and investment consulting with a range of portfolio management styles and is noted for providing municipal advisory services as well as extensive support through affiliated entities.

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.

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.

Eli Christenson is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked with the Spokane Indians Baseball Team and has a background in full-time education. Eli is also employed with Treehouse Management Services LLC, supporting client services and prospecting efforts within the Cariboo Wealth Advisors practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice.

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.