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.

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.

Murphy Butte is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. He has worked at Equitable Advisors since 2023 and is also involved as an office manager for his father’s business. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a range of third-party and proprietary solutions.

Shadi Nimri is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, Nimri held roles at Lukes Accounting and Tax Planning, STCU, Corporate Tools, Eastern Washington University, and the Washington State Department of Revenue. 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 a range of clients including individuals, high-net-worth investors, and organizations.

Andrea Bruse is a financial advisor at Robert Baird & Co. with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill, Spokane Teachers Credit Union, CUSO Financial Services, and Marcheso & Thew. Outside of her advisory work, she owns and operates A Bruse Art, a private business focused on painting and selling artwork. Andrea is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, utilizing internal research and a variety of investment strategies.

Oday Dawoud is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Wells Fargo, JPMorgan Chase, and First Interstate Bank. Outside of his advisory work, Dawoud participates as an Instacart shopper. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Savanna Brown is a financial advisor at Merrill with a Series 66 credential and six years of industry experience. She has held positions at Bank of America and First Command Insurance Services. Brown serves on the board of MT Spokane Mead Youth Football, where she assists with budgeting and youth registration. 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 diverse client base including individuals, high-net-worth clients, and institutions.

Michelle Demand is a financial advisor with LPL Financial in Spokane Valley, WA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. She previously worked at Cetera Wealth Services, LLC for 15 years before joining LPL Financial in 2013. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Ryan Graczyk is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He is the owner of Core Financial Group, where he provides investment and insurance services. His career includes roles at MSI Financial Services, Commonwealth Financial Network, and Cetera Advisors LLC. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and retirement services, featuring multiple program structures and access to third-party managers.

Michael Otis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Outside of his advisory work, he serves as a board member for a nonprofit organization and is involved in ice skating as an instructor and judge. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Phillip Faubert is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James in 2026. Faubert is also the founder and president of Pacific Wealth Partners, a support company incorporated as an S-Corp. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Brenton Harting is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Spokane Teachers Credit Union, CUSO Financial Services, and Numerica Credit Union, and spent seven years at Union Pacific Railroad. Outside of advising, he owns Garden Spot Self Storage in Loon Lake, WA. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Liermann is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining RBC in 2024. He serves as President of the Board of Directors for Children's Village, a nonprofit organization in Coeur d'Alene, ID. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations through multiple advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client profiles and leverages both internal and third-party resources, with access to alternative investments and integrated lending solutions.

Lani Mc Quilkin is a Series 66 credentialed financial advisor with Thrivent Investment Management in Spokane, WA. She joined Thrivent and its affiliated entities in 2026, having previously worked in various roles including positions at Washington County and Deschutes County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based, holistic planning across a wide range of financial topics while keeping planning and managed-account services separate.

Michael Jeremiah is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 66 registrations and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is based in Spokane, WA. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Margaret Starry is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has previously held roles at Spark Central, WSU Elson S. Floyd College of Medicine, and other organizations. Starry also operates Starry Financial Group, a support company based in Spokane, WA. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a variety of advisory programs and institutional portfolio management.