Danny Taylor is a CFP® professional with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been there since 2011, alongside operating Taylor & Associates since 1983. Outside of his advisory role, he owns and manages Taylor & Associates, which provides insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

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.

Stuart Carruthers is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. His background includes roles at Eastern Washington University and involvement with USA Hockey and Hockey Canada. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without implementing them directly. The firm combines goal-based analyses with flexible planning and managed-account options through its WealthPlan service.

Gabriel Mccloskey is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His work history includes roles at JP Morgan Chase Bank, N.A., and operating McCloskey, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jake Phillips is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Based in Spokane, WA, he has been with Raymond James since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a diverse set of portfolio management styles and firm resources.

Zachary Cordova is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc., having joined the firm after five years at Edward Jones. In addition to his advisory role, he serves as president of Cascade Financial Group, a financial support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

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 designation, with eight years of industry experience. He has worked at LPL Financial since 2017 and previously at Loran Graham Co. Outside of his advisory role, he played college football at Whitworth University. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Riley Moring is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services. He is a co-founder and financial advisor of Momentum Wealth Advisors, where he is involved in insurance sales and services. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and access to various managed account programs.

Jennifer May is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000, including roles at Merrill and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Bennett Johnson is a financial advisor at Thrivent Investment Management in Spokane, WA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Washington Trust Bank and positions in various non-financial sectors, such as Epic Valet and Fast Lane Lawn, as well as multiple years with Freeman School District. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on topics including retirement, income tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

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.

Bryan Anderson is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Spokane Teachers Credit Union, CUSO Financial Services, and Amazon. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ryan Clements is a financial advisor with RBC Capital Markets in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with RBC Capital Markets LLC since 2008. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Hidden Bay Float Home Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Christopher Jacobs is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 32 years of industry experience. He has worked at several firms including Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Piper Sandler. Jacobs also owns and manages a single-family rental property in Spokane, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Joshua Tomlinson is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the hospitality industry, including roles at Craft and Gather and Twigs Martini & Bistro. Outside of advising, he has experience in hospitality service, including bartending. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.