Allie King is a financial advisor with LPL Financial, holding a Series 66 credential and 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Advisors, LLC and Grovepoint Investments, LLC for three years, and Valic Financial Advisors for six years. Outside of advisory work, she is involved with Jeremy and Allie King Investments, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing discretionary and non-discretionary management supported by model portfolios, research, and technology-driven tools.

Robert Simpson is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of the Hub Sports Center in Liberty Lake, WA, contributing to the oversight of finances for a youth sports facility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment options such as insurance-related vehicles and bank deposit sweep programs.

Mattias Herzog is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Hand Herzog Group. He focuses on crafting strategies to help clients secure their wealth for current needs and future legacy considerations. His expertise encompasses a range of areas including college education planning, family wealth management, legacy and philanthropic planning, retirement income, and specialized services such as LGBT wealth planning and women and wealth. Mattias began his career in financial services in 2003, with six years initially at Merrill Lynch Wealth Management, followed by five years at another firm before returning to Merrill Lynch in September 2014. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Gonzaga University. His approach centers on aligning financial plans with clients’ personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Cory Violette is a Senior Financial Advisor with the Kirkpatrick-Violette Group at Merrill. He works closely with individuals and families managing complex wealth exceeding $5 million in investable assets, providing thoughtful advice and tailored strategies that reflect clients' unique goals, values, and timelines. Cory specializes in retirement planning, wealth transfer, philanthropic planning, and services for a diverse clientele including business owners, professional athletes, and those nearing retirement. With over a decade of experience in financial services, Cory began his career at Northwestern Mutual followed by a role at Washington Trust Bank's Investment Services team before joining Merrill. He holds a Bachelor's Degree in Finance from Gonzaga University, where he was also a member of the basketball team. Cory is a Personal Investment Advisor (PIA) and is an active member of Merrill as well as serving on the Big Brothers Big Sisters Endowment Board. Residing in Spokane with his wife and three sons, Cory maintains personal interests that include basketball, boating, fishing, hunting, reading, and spending time with his family. He is dedicated to cultivating a passion for the outdoors within his family.

Scott Bowman is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including 15 years at UBS Financial Services before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Isaac Hamilton is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory work, he provides business advice and handles official paperwork for Bloomed Wild LLC, a company selling handmade fiber art. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and model-based asset allocations.

Bradley Messerschmidt is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA, and has 10 years of industry experience. He has been with Thrivent and its affiliated firms since 2015. Outside of his advisory role, Messerschmidt is involved in community service as a board member of Elevations, a nonprofit providing therapy resources to children with disabilities, and is engaged in entrepreneurial ventures including founding two businesses focused on educational kits and hunting products. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across a range of personal and business financial topics, delivering written recommendations without implementing them, and offers an optional managed-account program through a consolidated billing system called WealthPlan.

Byron Gega is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its predecessor since 1997. Outside of his advisory role, he is co-owner of a local hair salon and serves as Treasurer on the Board of Directors for Partnering for Progress. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, tax-aware retirement planning and investment advice through a collaborative, non-discretionary approach.

Jesse Applehans is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. His career includes nine years at Edward Jones and his current roles at Raymond James Financial Services Advisors, Inc. and affiliated entities since 2023. He is also involved with Echelon Northwest Capital, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jeremy King is a financial advisor with LPL Financial in Spokane, WA, holding Series 65 and Series 66 designations and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investment, LLC from 2022 to 2025, and at Valic Financial Advisors from 2014 to 2022. He is involved in a family investment entity, Jeremy and Allie King Investments, LLC, which is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives, utilizing discretionary and non-discretionary management as well as a variety of model portfolios and research resources.

Hunter Jensen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Jensen has worked at Charles Schwab & Co., Inc. since 2014 and at Charles Schwab Bank, SSB since 2016. Outside of his advisory role, he is the owner of Let’s Get Nerdy LLC, a venture focused on selling Pokémon cards online and blogging about card collecting. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a centralized, integrated operational structure.

Irene Grendel is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Ameriprise, LPL Financial, Wells Fargo, and other firms. Stifel serves a wide range of clients including individuals, high net worth clients, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Jordan is a financial advisor with OSAIC based in Spokane, WA, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. His prior roles include positions at Pacific Capital Resource Group, Royal Alliance Associates, CUSO Financial Services, Mass Mutual Investor Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, he is involved in insurance sales and service through his roles as an agent at Pacific Capital Resource Group and Exodus Complink. OSAIC serves a broad client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and retirement consulting, using asset-allocation tools, risk assessments, and diversified investment portfolios managed on discretionary or non-discretionary bases.

Austin Couey is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. His prior work includes roles at Dutch Bros Coffee, Smooth Transitions, and the University of Portland. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from various sources.

Enrico Castelda is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimerfunds Distributor, Inc. for seven years before joining RBC in 2018. Outside of his advisory role, he serves on the board of directors for a local Property Owners Association in Nine Mile Falls, WA. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Bryan Preuss is a financial advisor with Thrivent Investment Management in Spokane, WA, holding a Series 66 credential and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a Scoutmaster for the Boy Scouts of America, overseeing youth activities and providing leadership guidance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Christopher Nickle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

David Austin is a financial advisor with Wells Fargo Advisors in Spokane, WA, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved with a family wheat farm and serves as treasurer for a condominium association. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, wealth transfer, and niche services such as business-owner transition and special-needs analysis. The firm supports tailored client recommendations through proprietary research, tools, and planning models, delivering these via meetings and written summaries, with optional implementation through advisory or brokerage programs.

Shelsey Robertson is a financial advisor at UBS Financial Services with 11 years of industry experience and a Series 66 designation. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Michelle Spindler is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at OSAIC Wealth, Centaurus Financial Inc., Star Financial, Merrill, Wells Fargo Clearing, and Faneuil. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.