Gabriel Mccloskey is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2015. He also founded and operated McCloskey, LLC from 2017 to 2024. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and advisory services.

Jake Phillips is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Based in Spokane, WA, he has been with Raymond James since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a diverse set of portfolio management styles and firm resources.

Zachary Cordova is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc., having joined the firm after five years at Edward Jones. In addition to his advisory role, he serves as president of Cascade Financial Group, a financial support company he owns. 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 supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Kari Hart is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. The firm, RBC Wealth Management, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. It offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Zachary Fairhart is a CFA® charterholder and holds the Series 66 license with seven years of industry experience. He has worked at LPL Financial since 2017 and briefly at Loran Graham Co. in 2017. He also played football at Whitworth University from 2015 to 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary management, strategic and tactical model portfolios, and access to research from various sources.

Riley Moring is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Access Wealth Advisors. He is also a co-founder of Momentum Wealth Advisors, focusing on insurance sales and services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Jennifer May is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000, including roles at Merrill and Bank of America. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Adam Smith is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2018, following two years at Idaho Independent Bank. 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 and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Bennett Johnson is a financial advisor at Thrivent Investment Management in Spokane, WA. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at Washington Trust Bank and various other organizations outside the financial services sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships. The firm uses holistic, goal-based analyses for a range of financial planning topics and allows clients to combine planning with managed-account services under a consolidated billing option.

Sally Alston is a financial advisor at Robert Baird & Co. with 36 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies to meet diverse client goals and risk tolerances.

Carlo Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and TD Ameritrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Bryan Anderson is a financial advisor at LPL Financial in Spokane, WA, holding a Series 66 license with two years of industry experience. His work history includes positions at Spokane Teachers Credit Union, CUSO Financial Services, LP, and Columbia Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-supported strategies.

Ryan Clements is a financial advisor with RBC Capital Markets in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets LLC since 2008. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Hidden Bay Float Home Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Christopher Jacobs is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he manages a single-family rental property. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and external managers, supported by RBC’s extensive capital markets capabilities.

Wendy Knight is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and also maintains a role at Randy Martin Financial Network dating back to 1997. Outside of investment advising, she provides notary services at her office. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and third-party manager options.

Gregg Larson is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Larson is also the owner of a tax preparation business operating in Spokane. 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 retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kristopher Watts is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has been with Cetera and affiliated entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 utilizes a multi-manager platform with diverse program options and custodial relationships.

Jared Walsh is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, Merrill, Bank of America, and Banner Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and third-party subadvisors, providing both discretionary and non-discretionary management solutions.

Nathan Migliazzo is a financial advisor at Thrivent Investment Management in Spokane, WA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at The Hartford Fire Insurance Company and Aetna Life Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm combines planning with managed-account options while maintaining separate services and does not provide portfolio management for institutional clients.

Travis Litscher is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.