Garry Shea is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been with UBS since 2008. Shea serves as a trustee for the John W. & Diane S. Scelfo Irrevocable Trust and the S Irrevocable Trust, which is a passive life insurance trust. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Beverly Gleason is a CFP® professional with 28 years of industry experience, currently with Cetera since 2015. She has also worked with Washington Trust Bank and Cetera Investment Services LLC since 2000. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Anthony Maddelina is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Private Bank, National Association from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services guided by investment policy statements and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, serving large institutional clients with tailored advisory solutions.

William Wright is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked with Linsco Private Ledger since 2006. Outside of his advisory role, Wright is employed part-time at Wheel Sport Bicycles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced research and operational tools.

Diego Jaques is a financial advisor at Thrivent Investment Management in Spokane, WA. He holds Series 63 and Series 65 licenses and has recently begun his career in the industry. Prior to joining Thrivent, his work experience includes roles outside the financial sector such as positions at Wine Valley Golf Course, Walla Walla Country Club, Grocery Outlet, and Yamas Greek Eatery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations across a broad range of financial planning topics. The firm allows clients to integrate planning with managed-account services under a consolidated billing option while keeping these services separate.

Stephen Gray is a financial advisor with LPL Financial in Spokane, WA, holding a Series 63 license and 36 years of industry experience. He previously worked at Voya Financial Partners, LLC and VOYA Financial Advisors, Inc. Gray maintains an LLC for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced operational tools and a large network of advisors.

Alec Wilson is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Edward Jones since 2019 and prior to that spent two years with Axe Bat. Alec's work history also includes roles with the City of Mercer Island, City of Kirkland, Kent School District, Friends of Hoop, and Spokane Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Julie Ulyanchuk is a financial advisor at Merrill with a Series 66 designation and experience beginning in 2024. Prior to joining Merrill, she worked at JPMorgan Chase Bank and has a background that includes roles in education and retail. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

William Lusk is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Spokane Teachers Credit Union, CUSO Financial Services, UBS Financial Services, D.A. Davidson & Co., and Edward Jones. Outside of advising, he is a partial owner of a real estate rental business. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad suite of non-advisory financial products.

Michelle Starry is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 27 years of industry experience. She has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and is the principal owner of Starry Financial Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public-finance work through its affiliation with a municipal advisor.

Stuart Carruthers is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His background includes roles at Eastern Washington University and involvement with USA Hockey and Hockey Canada. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without implementing them directly. The firm combines goal-based analyses with flexible planning and managed-account options through its WealthPlan service.

Gabriel Mccloskey is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2015. He also founded and operated McCloskey, LLC from 2017 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and advisory services.

Jake Phillips is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Based in Spokane, WA, he has been with Raymond James since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a diverse set of portfolio management styles and firm resources.

Zachary Cordova is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc., having joined the firm after five years at Edward Jones. In addition to his advisory role, he serves as president of Cascade Financial Group, a financial support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Kari Hart is a financial advisor at RBC Capital Markets with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. The firm, RBC Wealth Management, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. It offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Zachary Fairhart is a CFA® charterholder and holds the Series 66 designation, with eight years of industry experience. He has worked at LPL Financial since 2017 and previously at Loran Graham Co. Outside of his advisory role, he played college football at Whitworth University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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.

Riley Moring is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Access Wealth Advisors. He is also a co-founder of Momentum Wealth Advisors, focusing on insurance sales and services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Jennifer May is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000, including roles at Merrill and Bank of America. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Adam Smith is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2018, following two years at Idaho Independent Bank. 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 and financial planning services that utilize structured discovery conversations and firm-approved planning tools.

Bennett Johnson is a financial advisor at Thrivent Investment Management in Spokane, WA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Washington Trust Bank and positions in various non-financial sectors, such as Epic Valet and Fast Lane Lawn, as well as multiple years with Freeman School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on topics including retirement, income tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”