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.

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 with LPL Financial in Spokane, WA, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where she worked for a combined 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

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 financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 license, with three years of industry experience. His prior work includes roles at NYLife Securities LLC and Allstate Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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 with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and government entities, offering wealth advisory planning and investment consulting on a non-discretionary basis.

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.

Brittan Reich is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to joining Primerica Advisors, Reich has worked at firms including PFS Investments Inc. and has been involved in sales of investment-related products, as well as part-time compensation related to referrals for home security and automation services. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers.

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.