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 a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services. He is a co-founder and financial advisor of Momentum Wealth Advisors, where he is involved in insurance sales and services. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and access to various managed account programs.

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.”

Sally Alston is a financial advisor at Robert Baird & Co. with 36 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and overlay strategies to meet diverse client goals and risk tolerances.

Jael Stebbins is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Packard Wheeler Succession and Spokane County Building and Planning. Her background also includes five years at Cardon Outreach/MedData Inc. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Carlo Medina is a financial advisor with J.P. Morgan Securities based in Spokane, WA, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and TD Ameritrade Investment Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Bryan Anderson is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Spokane Teachers Credit Union, CUSO Financial Services, and Amazon. 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, third-party asset management, and institutional platforms.

Ryan Clements is a financial advisor with RBC Capital Markets in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets LLC since 2008. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Hidden Bay Float Home Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Christopher Jacobs is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 32 years of industry experience. He has worked at several firms including Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Piper Sandler. Jacobs also owns and manages a single-family rental property in Spokane, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Joshua Tomlinson is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the hospitality industry, including roles at Craft and Gather and Twigs Martini & Bistro. Outside of advising, he has experience in hospitality service, including bartending. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Wendy Knight is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and also maintains a role at Randy Martin Financial Network dating back to 1997. Outside of investment advising, she provides notary services at her office. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and third-party manager options.

Shane Leonard is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Mountain West Bank and Wells Fargo, among others. Outside of advising, he works part-time as a Print and Marketing Associate at Staples Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a large network of advisors and branches nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregg Larson is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Larson is also the owner of a tax preparation business operating in Spokane. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Hailey Smyth is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, along 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Kristopher Watts is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has been with Cetera and affiliated entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 utilizes a multi-manager platform with diverse program options and custodial relationships.

Jared Walsh is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities, Merrill, Bank of America, and Banner Bank. His current roles involve working under the Banner Investment Services and Banner Wealth & Investment Services names affiliated with LPL Financial. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies supported by various advisor tools.

Nathan Migliazzo is a financial advisor at Thrivent Investment Management in Spokane, WA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at The Hartford Fire Insurance Company and Aetna Life Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm combines planning with managed-account options while maintaining separate services and does not provide portfolio management for institutional clients.