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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 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.

College savings (529s, UTMA, etc.)
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Jeremy H

Series 63, Series 66

Spokane, WA

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Christopher M

Series 66

Spokane, WA

Merrill

Christopher Malde is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Hart Capital Management, and operated his own firm, Malde Capital Management. He serves as a board member for Big Brothers Big Sisters of the Inland Northwest and its Endowment Fund, organizations that provide mentoring and oversee charitable investments. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, delivering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Tax-loss harvesting Active portfolio management Passive / index investing
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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 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.

College savings (529s, UTMA, etc.)
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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 has held positions at Merrill since 2018 and previously worked at J.P. Morgan Securities and JPMorgan Chase bank. He holds Series 63 and Series 66 credentials. 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. The firm operates within Bank of America’s broader platform, providing access to various financial products and services.

Tax-loss harvesting Active portfolio management Passive / index investing
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Brice L

Series 63, Series 65, Series 66

Spokane, WA

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Magaly P

Series 66

Spokane, WA

Merrill

Magaly Pelayo is a financial advisor at Merrill in Spokane, WA, holding a Series 66 designation with 11 years of industry experience. She has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm’s integration within Bank of America’s platform allows access to a broad range of products and services.

Tax-loss harvesting Active portfolio management Passive / index investing
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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 at Merrill Lynch Wealth Management. In this role, he collaborates with individuals and families to understand their specific circumstances and priorities, developing personalized strategies to support their long-term financial objectives. His approach emphasizes listening, building trust, and adapting guidance as clients' lives evolve. With expertise in areas such as family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income, Johnathan focuses on helping clients make informed decisions about investing, retirement, and long-term wealth planning. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Johnathan earned a Bachelor's Degree from Eastern Washington University. Outside of his professional work, he enjoys camping, hiking, and spending time with his family. The values he applies to his personal life—preparation, consistency, and a long-term perspective—also inform his approach to client relationships.

General retirement planning Retirement income strategy Wealth management Income planning Retirement withdrawal strategies 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 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.

Retired Founder/Business Owner
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Evenina R

Series 66

Spokane, WA

Merrill

Evenina Ramirez is a Series 66 licensed financial advisor with Merrill, based in Spokane, Washington. She has 12 years of industry experience and has been with Merrill Lynch since 2008. Outside of her advisory role, she is involved in a clothing retail and wholesale business called Threads by Nina. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Tax-loss harvesting Active portfolio management Passive / index investing
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Cole K

Series 66

Spokane, WA

RBC Capital Markets

Cole Karstetter is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 credential and four years of industry experience. He previously worked at Moss Adams LLP and Cliffton Larson Allen. Outside of his advisory role, Karstetter works as a color commentator for high school football games in the Spokane area. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and customizes investment strategies based on clients’ risk profiles using a range of in-house and third-party investment 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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Jennifer N

Series 66

Spokane, WA

Robert Baird & Co.

Jennifer Nava is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Raymond James & Associates. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations with tailored consulting and portfolio services. The group offers a range of investment strategies and management approaches, including discretionary and non-discretionary portfolio management, separately managed accounts, and overlay services.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Paul D

Series 63, Series 65

Spokane, WA

Wells Fargo Clearing

Paul Dehmer is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a trustee for family members. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Veronica W

Series 66

Spokane, WA

Edward Jones

Veronica Watke is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation with four years of experience at the firm. Her prior work history includes a year at Fulcrum Financial Group and nine years at Starbucks. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin W

Series 63, Series 65

Spokane, WA

Morgan Stanley

Kevin West is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is a partner at PCKKW Investments, LLC, an investment and finance-related business based in Spokane, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning and estate strategies, employing structured planning tools and modeling techniques to guide clients.

General estate planning guidance
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Pavel P

Series 65, Series 63

Liberty Lake, WA

Primerica Advisors

Pavel Pechenov is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at Community Health Plan of Washington, Providence Health & Services, and CHAS Health. Outside of his advisory role, he is the founder and chair of the Spokane Slavic Chamber of Commerce. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that primarily utilizes model-delivery strategies managed by third-party asset managers. The firm supports nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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