Steven Nowland is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney before joining Stifel Nicolaus & Co. Inc. in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Andrea Koslowsky is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes roles at Bank of America, Merrill, U.S. Bancorp Investments, 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jaime Sanchez is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2018. Prior to that, he was employed at J.P. Morgan Securities and JPMorgan Chase Bank. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brice Logan is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns Evergreen Reptiles, a seasonal pet photography and harmless reptile husbandry business in Colbert, WA, and serves on the finance committee and as treasurer for the Mobius Discovery Center in Spokane. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Magaly Pelayo is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and having 12 years of industry experience. She has been with Merrill since 2012. 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 clients, pension plans, corporations, and charitable organizations.

Johnathan Rieger is a Financial Advisor with Merrill Lynch Wealth Management based in Spokane. He works with individuals and families to navigate financial decisions throughout life, focusing on areas such as family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Johnathan's approach emphasizes understanding each client's complete financial picture and what matters most to them to develop personalized strategies that adapt as circumstances change. He holds a Bachelor's Degree from Eastern Washington University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Utilizing the resources available through Merrill, Johnathan aims to provide guidance based on his clients' needs and priorities, building lasting relationships and serving as a trusted financial resource as their lives and goals evolve. Outside of his professional role, Johnathan enjoys camping, hiking, and spending time with his family.

Kimberly O Doherty is a financial advisor with UBS Financial Services, holding a Series 66 designation and six years of industry experience. She has worked at UBS since 2017 and previously at Country Financial from 2013 to 2017. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Kyle Weir is a financial advisor with RBC Capital Markets in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as a committee member for the Rotary Club #21 Downtown Spokane, focusing on charitable giving programs. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party managers.

Terry Oleary is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages substantial assets and utilizes research and analytics to support portfolio diversification and investment evaluation.

Evenina Ramirez is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2008. Outside of her advisory role, she is involved as an owner in a clothing retail and wholesale business called Threads by Nina. 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, offering model-based and discretionary investment strategies with support in trading and account administration.

Cole Karstetter is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 credential and four years of industry experience. He previously worked at Moss Adams LLP and Cliffton Larson Allen. Outside of his advisory role, Karstetter works as a color commentator for high school football games in the Spokane area. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles using a range of in-house and third-party investment managers.

Jennifer Nava is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Raymond James & Associates. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored consulting and portfolio services. The group offers a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services.

Keenan Cole is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently located in Post Falls, ID. He has been with LPL Enterprise since 2026 and has prior experience working for Silverwood Theme Park and educational institutions including North Idaho College and North Idaho STEM Charter Academy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Paul Dehmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and B. Riley Wealth Advisors, Inc. 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 employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Veronica Watke is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation with four years of experience at the firm. Her prior work history includes a year at Fulcrum Financial Group and nine years at Starbucks. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Kevin West is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is a partner at PCKKW Investments, LLC, an investment and finance-related business based in Spokane, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, employing structured planning tools and modeling techniques to guide clients.

Pavel Pechenov is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Primerica Advisors since 2021 and has prior experience with several healthcare organizations, including Community Health Plan of Washington and Providence Health & Services. Outside of his advisory role, he is the founder and chair of the Spokane Slavic Chamber of Commerce. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, focusing primarily on non-institutional investors.

Lesley Culley is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She also has a longstanding association with Bresnahan Financial Services, where she has been active for over 20 years. 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 with a focus on diverse investment strategies and uses advanced operational and research tools to support its network of over 22,800 advisors.

Garry Shea is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 2008. Shea serves as a trustee for the John W. & Diane S. Scelfo Irrevocable Trust and the S Irrevocable Trust, which is a passive life insurance trust. 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 to tailor solutions based on proprietary research and model-based asset allocations.

Beverly Gleason is a CFP® professional with 28 years of industry experience, currently with Cetera since 2015. She has also worked with Washington Trust Bank and Cetera Investment Services LLC since 2000. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party investment strategies.