Cameron Malcolm is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked with J.P. Morgan since 2012 and is also involved with Affluent Resources, a business managing single-family rental properties and a resort condominium. Outside of his advisory role, he co-owns a personal lake cabin in Idaho. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG framework in its investment recommendations.

Thomas Kuuskvere is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1988. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenny Gordon is a Series 66 licensed financial advisor with 13 years of industry experience. She is currently with UBS Financial Services in Spokane, WA, having worked there from 2013 to 2022 and returning in 2026 after a four-year tenure at Merrill. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and models to tailor investment strategies.

Clayton Murock is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Albertsons and a law office prior to joining Edward Jones. Clayton is a member of STRAC LLC, a family real estate entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.

Benjamin Conner is a financial advisor with Equitable Advisors, holding Series 63 and 66 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for American Family Insurance as an agent for 14 years and was employed by Amazon from 2020 to 2022. He receives residual income from life insurance sales made during his time at American Family Insurance. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through a large network of Investment Adviser Representatives.

Casey Clabby is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2008 to 2022. He is also president of Southgate Capital Group, a support company based in Spokane, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and also offers specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Mary Groves is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill Lynch since 1984. 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 using model-based and discretionary investment strategies.

Micah Green is a financial advisor at Morgan Stanley in Spokane, WA, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at American Estate and Trust, Columbia Advisory Partners, and Northwestern Mutual, as well as teaching roles at the University of Idaho and local schools. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Kathleen Pearson is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Pearson serves as a trustee for The Spokane College, where she reviews faculty, acts as a liaison between the college and community, serves on committees, and assists with budget review. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers both direct client services and employer-sponsored financial planning.

James Gunn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Morgan Stanley in various capacities from 2010 to 2021. Outside of his advisory role, he serves as secretary and treasurer for a homeowners association in Idaho. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Patrick Ferry is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked with the East Valley Education Association and East Valley School District. He has also been involved with the East Valley School District as a teacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branches.

Brenda Stone is a financial advisor at Stifel with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following five years at Cetera Advisors LLC. Outside of her advisory role, she is a partner in a family farming business. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Chase Naccarato is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Spokane Teachers Credit Union and The Vanguard Group, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party managers.

Maurice Nollette is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Lincoln Investment Planning for 16 years and has operated Nollette Investments since 2006. He serves as a board member of the Stoneridge Condo Owners' Association. 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 utilizing various portfolio strategies and supports over 22,800 advisors managing more than $819 billion in assets.

Jeremy Hunsaker is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, 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 and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christopher Malde is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Hart Capital Management, and founding Malde Capital Management, LLC. He serves on the boards of Big Brothers Big Sisters of the Inland Northwest and its Endowment Fund, both charitable organizations focused on mentoring and overseeing investment management respectively. 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, institutions, and charitable organizations, incorporating strategic asset allocation and tax-aware options.

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.