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.

Emma Woolley is a financial advisor with Primerica Advisors in Spokane Valley, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2012. Outside of advising, Woolley holds leadership roles in professional networking groups, including serving as Secretary Treasurer for BNI and as an Area Director Consultant for BNI Inland Empire. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm employs an independent due diligence process for asset manager selection and utilizes third-party managers for portfolio implementation.

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.

Cameron Malcolm is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked with J.P. Morgan since 2012 and is also involved with Affluent Resources, a business managing single-family rental properties and a resort condominium. Outside of his advisory role, he co-owns a personal lake cabin in Idaho. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG framework in its investment recommendations.

Thomas Kuuskvere is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1988. Merrill, together 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenny Gordon is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with UBS Financial Services in Spokane, WA, having worked there from 2013 to 2022 and returning in 2026 after a four-year tenure at Merrill. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and models to tailor investment strategies.

Clayton Murock is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Albertsons and a law office prior to joining Edward Jones. Clayton is a member of STRAC LLC, a family real estate entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.

Benjamin Conner is a financial advisor with Equitable Advisors, holding Series 63 and 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for American Family Insurance as an agent for 14 years and was employed by Amazon from 2020 to 2022. He receives residual income from life insurance sales made during his time at American Family Insurance. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through a large network of Investment Adviser Representatives.

Casey Clabby is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2008 to 2022. He is also president of Southgate Capital Group, a support company based in Spokane, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and also offers specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Mary Groves is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 1984. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Micah Green is a financial advisor at Morgan Stanley in Spokane, WA, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at American Estate and Trust, Columbia Advisory Partners, and Northwestern Mutual, as well as teaching roles at the University of Idaho and local schools. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Kathleen Pearson is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2006 to 2009. She serves as a trustee for The Spokane College, where she reviews faculty, acts as a liaison between the college and community, participates on committees, and reviews budgets. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and modeling tools, providing advisory services without individual security recommendations as part of standalone plans.

Austin Mullenix is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work includes roles at Bank of America and Archer Daniel Midland. 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, pension plans, and charitable organizations.

James Gunn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Morgan Stanley in various capacities from 2010 to 2021. Outside of his advisory role, he serves as secretary and treasurer for a homeowners association in Idaho. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Patrick Ferry is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked with the East Valley Education Association and East Valley School District. He has also been involved with the East Valley School District as a teacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branches.

Brenda Stone is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at Cetera Advisors LLC. Outside of her advisory role, she is a partner in a family farming business. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Chase Naccarato is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Spokane Teachers Credit Union and The Vanguard Group, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party managers.

Maurice Nollette is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Lincoln Investment Planning for 16 years and has operated Nollette Investments since 2006. He serves as a board member of the Stoneridge Condo Owners' Association. 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 advisory and brokerage services utilizing various portfolio strategies and supports over 22,800 advisors managing more than $819 billion in assets.

Jeremy Hunsaker is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Edward Jones. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Malde is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Hart Capital Management, and founding Malde Capital Management, LLC. He serves on the boards of Big Brothers Big Sisters of the Inland Northwest and its Endowment Fund, both charitable organizations focused on mentoring and overseeing investment management respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, institutions, and charitable organizations, incorporating strategic asset allocation and tax-aware options.