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 in Liberty Lake, WA, holding Series 65 and Series 63 licenses and having four years of industry experience. Prior to joining Primerica, Reich has worked at PFS Investments Inc. and has experience in education and other sectors, including roles at Moody Bible Institute and Enlightium Academy. Reich also receives compensation for referring home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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 Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked with the Spokane Indians Baseball Team and has a background in full-time education. Eli is also employed with Treehouse Management Services LLC, supporting client services and prospecting efforts within the Cariboo Wealth Advisors practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice.

Cameron Ives is a financial advisor at Ameriprise in Spokane, WA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab & Co., Inc. and Ethos Financial Partners. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services with a focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates proprietary research, third-party data, and algorithmic tools to produce comprehensive, written retirement recommendation reports.

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.

Gregory Lambert is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 66 designation and has been with Cetera and related entities since 2004. Lambert is based in Spokane, WA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers across various program structures.

Dina Arnold is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 26 years of industry experience. She has been with Raymond James since 2011 and co-owns Arnold Financial Group, where she serves as vice president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional investors. The firm emphasizes tailored, non-discretionary advice using detailed risk profiling and modeling tools, and it offers specialized municipal and public finance advisory services.

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.

Samuel Pegg is a financial advisor with LPL Financial in Spokane Valley, WA. He holds Series 63 and Series 65 designations and has three years of industry experience. His prior roles include positions at Cetera, U.S. Bancorp Investments, and U.S. Bank. Outside of financial advising, Pegg is involved with Rimrock Yard Care LLC, providing pruning services. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Stacey Carruthers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. She has been with Thrivent and its affiliates since 2017, including seven years with Bryan Preuss - Thrivent Financial. Outside of her advisory role, she organizes and manages a small home baking operation for family and friends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on comprehensive, goal-based planning without discretionary trading authority.

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.

Garrett Hanson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC. 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 and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

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.