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. In this role, he works with business owners, corporate executives, and families to help them define and pursue their long-term financial goals through customized planning and disciplined strategy. His approach focuses on proactive, high-touch service that prioritizes each client's overall financial well-being. Justin's expertise includes areas such as college education planning, corporate benefits, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. He is committed to providing transparency, confidence, tailored advice, access to private banking and lending solutions, and strategic guidance for business transitions and liquidity events. He holds 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). Justin earned a Bachelor's Degree from the Montana State University System and an Associate's Degree from Spokane Falls Community College. Outside of his professional work, he is involved in baseball coaching and supports the Wishing Star Foundation. Justin lives in Spokane Valley with his wife and their dog and enjoys outdoor activities and sports.

David Schafer is a Series 66-credentialed financial advisor with Morgan Stanley, based in Spokane, WA, and has seven years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Liberty Tax Service and spent 28 years at Dix Corporation. Outside of his advisory role, he is involved in estate administration and assists with tax-related matters through his sole proprietorship at Liberty Tax Service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and strategies to develop financial plans.

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.

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.

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 three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Ameriprise since 2019. Prior to his advisory career, he was employed by the Spokane Indians Baseball Team and worked at Gamble Sands Golf Course. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal advice. The firm’s approach integrates proprietary research and third-party data, focusing on asset allocation and Social Security strategies within a defined investment framework.

Cameron Ives is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 66 registrations. He began his advisory career in 2025 and has prior experience at Charles Schwab & Co., Inc. and Ethos Financial Partners. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice. The firm emphasizes a structured investment approach with a centralized service team and a specific investment product ecosystem.

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.

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.

Brandon Hoadley is a Series 66-licensed financial advisor with Edward Jones, based in Spokane, WA, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Liberty Mutual Insurance for eight years. 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 through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

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 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.