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.

Julie Ulyanchuk is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, she worked at JPMorgan Chase Bank from 2021 to 2023 and has experience in both educational and retail settings. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

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.

Morgan Hyslop is a CFP®-designated financial advisor with 12 years of industry experience, currently serving clients at Raymond James Financial Services Advisors, Inc. since 2022. He previously worked at Edward Jones from 2013 to 2022. Outside of his advisory role, Hyslop 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. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to support tailored client strategies.

Michelle Starry is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and 26 years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2009 and leads the Starry Financial Group, which she owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Gabriel Mccloskey is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2015. He also founded and operated McCloskey, LLC from 2017 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and advisory services.

Jake Phillips is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2022 before joining Raymond James in 2022. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving a broad client base that includes high-net-worth individuals and institutional clients.

Zachary Cordova is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and has additional experience with the University of Nevada, Las Vegas, Kwik Lok Corporation, and Bent Pixels. Outside of his advisory role, he is president and officer of Cascade Financial Group, a non-investment-related support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers specialized programs for small businesses and integrates municipal and public finance capabilities through its affiliate network.

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 license with seven years of industry experience. He has worked at LPL Financial since 2017 and briefly at Loran Graham Co. in 2017. He also played football at Whitworth University from 2015 to 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary management, strategic and tactical model portfolios, and access to research from various sources.

Riley Moring is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and Access Wealth Advisors. He is also a co-founder of Momentum Wealth Advisors, focusing on insurance sales and services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Jennifer May is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and 19 years of industry experience. She has worked at Bank of America, N.A. since 2011 and has been associated with Merrill Lynch in various forms since 2000. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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.