Wendy Knight is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and also maintains a role at Randy Martin Financial Network dating back to 1997. Outside of investment advising, she provides notary services at her office. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and third-party manager options.

Shane Leonard is a financial advisor with Edward Jones in Spokane Valley, WA, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he held various positions including roles at Western Governors University and Mountain West Bank. Outside of his financial advisory work, he is also employed as a Print and Marketing Associate at Staples Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services and investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor network and diversified capabilities beyond traditional advisory services.

Gregg Larson is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Larson is also the owner of a tax preparation business operating in Spokane. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kristopher Watts is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has been with Cetera and affiliated entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 utilizes a multi-manager platform with diverse program options and custodial relationships.

Jared Walsh is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities, Merrill, Bank of America, and Banner Bank. His current roles involve working under the Banner Investment Services and Banner Wealth & Investment Services names affiliated with LPL Financial. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies supported by various advisor tools.

Nathan Migliazzo is a financial advisor at Thrivent Investment Management in Spokane, WA, holding a Series 66 credential with one year of industry experience. His prior work includes roles at The Hartford Fire Insurance Company and Aetna Life Insurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and comprehensive written recommendations across various financial planning topics. The firm combines planning with managed-account options while maintaining separate services and does not provide portfolio management for institutional clients.

Joshua Barthell is a financial advisor with Edward Jones in Spokane, WA. He holds the Series 66 designation and has one year of industry experience, including prior work at Northwestern Mutual. Outside of finance, he worked in the food service and retail sectors during his college years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Travis Litscher is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds the Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Stephen Amble is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with LPL Financial since 2007, previously working at Edward Jones for one year. 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.

Jonathan Abdallah is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021. His prior experience includes roles at Edward Jones and Sodexo. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary advisory solutions, supported by a centralized operational structure and multi-asset model portfolios.

Matthew Yorlano is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked previously at Washington Trust Bank, Freeform Interiors, and Jimmy Johns. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Shane Boehm is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Washington Trust Bank, and Columbia Bank. He is also employed as a Wealth Advisor at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

John Graham is a financial advisor at Stifel with a Series 66 credential and three years of industry experience. He previously worked at Kainos and Mercy Housing Incorporated, among other organizations. Outside of his advisory role, he co-hosts the Smalltown Spokane Podcast, which features local leaders and business owners. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Bridget Walden is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on helping clients navigate life transitions by delivering personalized financial guidance and advice. She works closely with clients to develop financial strategies that align with their unique goals, providing ongoing support through regular reviews and proactive planning. Bridget's areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, women and wealth, and both individual and corporate investment strategies. Bridget holds a Bachelor's Degree in Personal Financial Planning from Iowa State University and maintains the Personal Investment Advisor (PIA) designation. She is actively involved in professional and community organizations such as Community Colleges of Spokane, Executive Women International Spokane Chapter, and Women Helping Women. Additionally, she contributes to community initiatives including the Boys and Girls Club Reading Rally and Second Harvest. Outside of her professional work, Bridget enjoys cooking, running, spending time with her family, and practicing yoga. Her professional philosophy centers on working one-on-one with clients to develop personalized financial strategies designed to help them pursue their long-term goals.

Debora Collins is a financial advisor with Cambridge Investment Research Advisors in Spokane, WA, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated entities since 2015. Outside of advisory work, she operates Collins Insurance and Investments as an independent insurance agent and also works as an Isagenix consultant. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers customizable investment strategies through various platform arrangements and maintains both proprietary and third-party model-based solutions.

Jordan Welter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work history includes roles at Bank of America, Lanzce Douglass Properties, and Go Green. Enterprises. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Ainley is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, with investment guidance delivered via multi-asset model portfolios and due diligence on alternative investments.

Drew Glantz is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, having also worked with Wells Fargo Bank, N.A. and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Patricia Lasich is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 14 years and is involved as a joint owner with Back Forty Enterprise, a business owned by her husband where she handles receipt and documentation tracking. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and other clients, utilizing non-discretionary planning tailored to client goals through analytical tools and risk profiling. The firm also supports municipal and public-finance work and offers specialized advisory programs including SIMPLE IRA employer consulting services.

Stacer Varga is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at LPL Financial in Spokane, WA since 2014. He holds the Series 66 designation. 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.