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® with five years of industry experience, currently serving as a financial advisor at Robert Baird & Co. in Spokane, WA since 2021. Prior to joining Baird, she worked at Diamond Resorts from 2016 to 2020. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies and ongoing manager oversight supported by internal research and technology, managing approximately $394 billion in regulatory assets as of late 2025.

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® with nine years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2017. Prior to this, she worked at Schweitzer Alpine Racing School for one year. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 designations and over 28 years of industry experience. His prior roles include positions at Securities America, Securities Service Network, and various other firms, with ongoing involvement in entities such as Simple Wealth and Hawk Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios and third-party asset management, supported by technology tools and a broad platform of financial products.

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.

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.