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 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 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 with LPL Financial in Spokane, WA, holding a Series 66 license and having 19 years of industry experience. Her prior work includes a decade at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC, as well as a year at 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with Merrill Lynch Wealth Management. He specializes in assisting clients who have built meaningful wealth and are seeking clearer financial plans, particularly those preparing for retirement, managing inheritances, planning for business sales, evaluating 401(k) options, and coordinating complex financial scenarios. His approach involves customized financial planning that aligns with clients' goals, priorities, risk tolerance, and long-term visions. Justin holds 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). He earned a Bachelor's Degree from Montana State University System and an Associate's Degree from Spokane Falls Community College. He collaborates with clients' attorneys and tax professionals and connects clients with resources available through Merrill and Bank of America. Living in Spokane Valley with his wife Katelyn and their dog Seager, Justin is involved in community activities such as baseball coaching and supporting the Wishing Star Foundation. He enjoys outdoor activities including baseball, biking, boating, camping, football, golfing, hunting, skiing, spending time with 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.

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.

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.

Brittan Reich is a financial advisor with Primerica Advisors, holding the Series 63 and Series 65 licenses and four years of industry experience. Her work history includes roles at PFS Investments Inc., Moody Bible Institute, and Primerica Financial Services. She is also involved in sales of non-investment home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial service providers.

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.