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 with Merrill Lynch Wealth Management based in Spokane. He works with individuals and families to navigate financial decisions throughout life, focusing on areas such as family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Johnathan's approach emphasizes understanding each client's complete financial picture and what matters most to them to develop personalized strategies that adapt as circumstances change. He holds a Bachelor's Degree from Eastern Washington University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). Utilizing the resources available through Merrill, Johnathan aims to provide guidance based on his clients' needs and priorities, building lasting relationships and serving as a trusted financial resource as their lives and goals evolve. Outside of his professional role, 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 at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, following seven years at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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.

Cole Karstetter is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 credential and five years of industry experience. His prior experience includes two years at Moss Adams LLP and a brief tenure at 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 multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and features a broad range of portfolio management and financial planning services.

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.

Keenan Cole is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently located in Post Falls, ID. He has been with LPL Enterprise since 2026 and has prior experience working for Silverwood Theme Park and educational institutions including North Idaho College and North Idaho STEM Charter Academy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Paul Dehmer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A.G. Edwards & Sons, Inc. and B. Riley Wealth Advisors, Inc. Outside of his advisory work, he serves as a trustee for family members. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party data.

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.

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.

Pavel Pechenov is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Primerica Advisors in 2021, he worked in healthcare organizations including Community Health Plan of Washington and Providence Health & Services. He is also the founder and chair of the Spokane Slavic Chamber of Commerce. Primerica Advisors offers a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Lesley Culley is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She also has a longstanding association with Bresnahan Financial Services, where she has been active for over 20 years. 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 with a focus on diverse investment strategies and uses advanced operational and research tools to support its network of over 22,800 advisors.

Garry Shea is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His prior work includes roles at Davidson Trust Co., Davidson Investment Advisors, Inc., and D.A. Davidson & Co. He serves as a trustee for family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

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.