Margaret Starry is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and beginning her advisory career in 2023. She also operates Starry Financial Group, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by firm research and outside managers. The firm’s advisory approach emphasizes tailored financial plans developed through client interviews and risk profiling, with a significant portion of assets managed on a non-discretionary basis.

William Kuharski is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at City National Bank and RBC Capital Markets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Tyrone Barbery is a financial advisor with Raymond James Financial in Spokane, WA, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James in 2021. Outside of his advisory role, he serves as CEO and President of Echelon Capital Investments and Echelon Northwest Capital, companies he founded to support his business operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and a broad affiliate network to support tailored client solutions.

Sean Powell is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Outside of his advisory role, he is an owning member of Saint Michael's Investments LLC, a property management business based in Yakima, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Emma Woolley is a financial advisor with Primerica Advisors in Spokane Valley, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2012. Outside of advising, Woolley holds leadership roles in professional networking groups, including serving as Secretary Treasurer for BNI and as an Area Director Consultant for BNI Inland Empire. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm employs an independent due diligence process for asset manager selection and utilizes third-party managers for portfolio implementation.

Michael Starry is a financial advisor at Raymond James Financial, holding a Series 66 designation with six years of industry experience. He has been associated with Raymond James Financial Services and the Starry Financial Group since 2020. Prior to his financial advisory role, he worked at United Parcel Service for four years. Outside of his advisor responsibilities, he serves as CEO of Michael Starry Financial, LLC, an entity used to manage his income from Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers customized, typically non-discretionary advice supported by extensive institutional resources and a notable presence in municipal and public finance.

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 38 years of experience at the firm and holds a Series 66 designation. He is based in Spokane, WA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

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 who holds Series 63 and Series 66 credentials and has six years of industry experience. Prior to joining Equitable Advisors in 2022, he worked for American Family Insurance as an agent for 14 years. He also receives residual income from his previous role at American Family Insurance related to ongoing life insurance sales. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, focusing on program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Casey Clabby is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and 17 years of industry experience. Prior to joining Raymond James in 2022, Casey worked at Edward Jones from 2008 to 2022. He is also president of Southgate Capital Group, a support company based in Spokane. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs and focuses on tailored financial plans supported by firm research and risk profiling.

Mary Groves is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill and Merrill Lynch since 1984. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm operates within Bank of America’s broader corporate platform, providing access to a variety of investment products and services.

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.

Ryan Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 credentials and bringing 37 years of industry experience. He previously 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 Coolin, Idaho. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

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.