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 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 credentials and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and B. Riley Wealth Advisors, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

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, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Primerica Advisors since 2021 and has prior experience with several healthcare organizations, including Community Health Plan of Washington and Providence Health & Services. Outside of his advisory role, he is the founder and chair of the Spokane Slavic Chamber of Commerce. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, focusing primarily on non-institutional investors.

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 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.

Morgan Hyslop is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is president of Hytop Financial Services, LLC, a financial services support company, and is involved with Hyslop Family LLC, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal advising and SIMPLE IRA employer consulting.

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.