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.

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 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.

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 at LPL Enterprise with a Series 66 designation and no prior industry experience. He has worked at LPL Enterprise since 2026 and has held multiple roles at Silverwood Theme Park and North Idaho College. Outside of financial advising, he has experience at Silverwood Theme Park and involvement with the North Idaho STEM Charter Academy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through a comprehensive, integrated platform.

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.

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 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.

Lesley Culley is a Series 66-credentialed financial advisor with LPL Financial, based in Spokane, WA, and has over 20 years of industry experience. Prior to joining LPL Financial in 2024, Culley has been associated with Bresnahan Financial Services since 2006. LPL Financial is a 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 and services, including financial planning, retirement consulting, and model portfolio management.

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® with 27 years of industry experience, currently serving as a financial advisor at Cetera since 2015. She has a long tenure with Washington Trust Bank dating back to 2000. Beverly holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm offering services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various program options and affiliated partnerships.

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 licenses and bringing 27 years of industry experience. He has worked at Linsco Private Ledger since 2006. Outside of his advisory role, he is employed part-time at Wheel Sport Bicycles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Stephen Gray is a financial advisor with LPL Financial in Spokane, WA, holding a Series 63 designation and 36 years of industry experience. He has been with LPL Financial since 2012. Gray operates Purpose Financial Advisors, LLC, an entity related to his LPL business, and maintains a separate LLC for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Danny Taylor is a CFP® with 42 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and has owned and operated Taylor & Associates, an insurance and benefits firm, since 1983. His outside business activities include managing insurance products such as health, life, LTC, disability, Medicare Advantage, and Medicare supplement insurance. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

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.

Matthew Altmeyer is a financial advisor with LPL Financial in Post Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of advising, he has involvement in a farm located in Colbert, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and supporting diversified strategies through in-house and third-party research.

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, LP, and UBS Financial Services Inc. Outside of advising, he is a partial owner of Lusk Property Management. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.