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, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at U.S. Bancorp Investments and Cetera, among others. Outside of advising, he has been involved in pruning services through Rimrock Yard Care LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

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 and holds a Series 66 designation, with three years of industry experience. Prior to joining Equitable Advisors, he has held various roles including office manager for his father's business, Murphy Butte INC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Garrett Hanson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. Hanson has also held positions outside finance, including roles at Big 5 Sporting Goods and Panda Express. 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 additional brokerage and investment management capabilities.

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 at LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials with eight years of industry experience. His prior roles include positions at Wells Fargo Clearing, JPMorgan Chase Bank, and First Interstate Bank. Outside of finance, he works as a shopper for a goods delivery service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven approaches.

Savanna Brown is a Series 66 credentialed financial advisor with six years of industry experience, currently affiliated with Merrill in Spokane, WA. Her prior experience includes roles at First Command Insurance Services and First Command Advisory Services. She serves as a board member of MT Spokane Mead Youth Football, assisting with budgeting and youth registration. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michelle Demand is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and third-party research.

Ryan Graczyk is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. He is also the owner of Core Financial Group, a firm providing investment and insurance services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of more than 10,000 advisors and manages over $256 billion in assets.

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 Services Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously spent 12 years with Commonwealth Financial Network. Outside of his advisory role, he is president and founder of Pacific Wealth Partners, a support company incorporated as an S-Corp. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized services for small business retirement plans and serves state and municipal clients with integrated advisory and public finance capabilities.

Brenton Harting is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Spokane Teachers Credit Union, CUSO Financial Services, LP, and Numerica Credit Union. Outside of financial services, he is a business owner of Garden Spot Self Storage in Loon Lake, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs and financial planning services, supported by in-house and third-party research, and provides both discretionary and non-discretionary portfolio management.

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.

Bryce Aguilar is a Series 66 licensed financial advisor with Edward Jones in Spokane Valley, WA. He has been with Edward Jones since 2026 and has prior experience working with organizations including Run PNW LLC and the College Success Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.