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.

Drew Constanzer is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans since 2011. Outside of his advisory work, he is a 10% owner of Constaburg Libations, LLC, an enterprise involved in overseeing wine distribution. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from portfolio management and does not include implementation or discretionary trading authority as part of its Dedicated Planning Service.

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 with 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Lincoln Investment Planning for 16 years and has operated Nollette Investments since 2006. He serves on the board of the Stoneridge Condo Owners' Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeremy Hunsaker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include a decade at Wells Fargo Clearing and a year at Wells Fargo Advisors, LLC. Based in Spokane, WA, he has been with LPL Financial since 2026. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 roles include positions at U.S. Bancorp Investments, Merrill, and Bank of America. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through its extensive network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

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.

Magaly Pelayo is a Series 66 licensed financial advisor with Merrill in Spokane, WA, and has 11 years of industry experience. She has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Johnathan Rieger is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he partners with individuals and families to understand their unique circumstances and priorities, developing personalized strategies aimed at supporting their long-term financial objectives. His approach emphasizes listening, earning trust, and providing evolving guidance as clients' lives change. Johnathan's expertise includes family wealth management strategies, managing new wealth, personal retirement planning, and both individual and corporate investment strategies, with a focus on retirement income. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Johnathan earned his bachelor's degree from Eastern Washington University. Outside of his professional duties, Johnathan enjoys camping, hiking, and spending time with his family.

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.

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.

Terry Oleary is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages substantial assets and utilizes research and analytics to support portfolio diversification and investment evaluation.

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.