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Austin M

Series 66

Spokane, WA

Merrill

Austin Mullenix is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work includes roles at Bank of America and Archer Daniel Midland. Merrill, along 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 a range of clients including individuals, pension plans, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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James G

Series 63, Series 65

Spokane, WA

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Patrick F

Series 66

Spokane Valley, WA

Edward Jones

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.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner LGBTQIA Intergenerational Families
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Brenda S

Series 63, Series 66

Spokane, WA

STIFEL

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.

General retirement planning Income planning
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Chase N

Series 63, Series 66

Spokane, WA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Maurice N

Series 63, Series 65

Spokane, WA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeremy H

Series 63, Series 66

Spokane, WA

LPL Financial

Jeremy Hunsaker is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Edward Jones. He is based in Spokane, WA. 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 including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher M

Series 66

Spokane, WA

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Steven N

Series 63, Series 65

Spokane, WA

STIFEL

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.

General retirement planning Income planning
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Andrea K

Series 66

Spokane, WA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jaime S

Series 63, Series 66

Spokane, WA

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Douglas L

Series 63, Series 66

Deer Park, WA

LPL Financial

Douglas Lilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes prior roles at Ameriprise Financial Services, INC. and Edward Jones. Outside the advisory practice, he owns a plant nursery business in Washington. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using various discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brice L

Series 63, Series 65, Series 66

Spokane, WA

Wells Fargo Clearing

Brice Logan is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. He previously worked at UBS Financial Services for one year before joining Wells Fargo in 2016. Outside of his advisory role, he owns Evergreen Reptiles, a seasonal pet photography and harmless reptiles business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a combination of research-driven investment strategies and offers both brokerage and advisory solutions across a broad client base.

Retired Founder/Business Owner
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Magaly P

Series 66

Spokane, WA

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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Dennis E

Series 66

Mead, WA

Edward Jones

Dennis Elrod Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he worked at upd8td.com for three 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 advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Multi-generational wealth transfer Military & Veterans Founder/Business Owner Intergenerational Families
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Johnathan R

Series 66

Spokane, WA

Merrill

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.

General retirement planning Retirement income strategy Wealth management Income planning Financial Professional Mid-Career Professionals Established Professionals Parents Married/Couples/Partners
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Kimberly O

Series 66

Spokane, WA

UBS Financial Services

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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Kyle W

Series 63, Series 65

Spokane, WA

RBC Capital Markets

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Terry O

Series 63, Series 65

Spokane, WA

Wells Fargo Clearing

Terry Oleary is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following seven years at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Evenina R

Series 66

Spokane, WA

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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