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 licenses and having 41 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2015 and previously with MSI Financial Services, Inc. from 2007 to 2014. Outside of financial advising, Collins operates an independent insurance agency and is a consultant for Isagenix, a health and wellness company. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary and third-party investment strategies across multiple platforms.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Wells Fargo entities since 2014, including a decade at Wells Fargo Clearing in Spokane, WA. 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 provides both brokerage and advisory solutions supported by extensive research and analytics.

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.

Joel Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spokane, WA. He holds the CFP® and ChFC® designations and has 20 years of industry experience, including 19 years with Edward Jones prior to joining Raymond James in 2025. He is a partner at Leading Light Wealth PLLC, a business entity he created to support his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stefan Altberg is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise, he worked in the construction industry with several firms, including T.W. Clark Construction, Bouten Construction Company, and Abbott Construction. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jonathan Allen is a financial advisor with Cetera who holds the CFP® designation and has 21 years of industry experience. He has worked at firms including Voya Financial Advisors and has been involved with Balderson & Hebert, LLC since 2013. Allen also operates as an independent insurance agent and is engaged in multiple financial services businesses in Spokane, WA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

John Altberg II is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1993. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and employs algorithmic tools alongside a consulting team to deliver tailored retirement income strategies.

Glen Gavin is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at firms including JMK & Associates, Financial Advocates Investment Management, LPL Financial, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Samantha Westfall is a financial advisor at Edward Jones in Spokane, WA, with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she was not employed in the financial industry for eight years. Outside of her advisory role, she has worked as an independent consultant for Mary Kay, purchasing products for herself and her local network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Robert Hawley is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and eight years of industry experience. He previously worked for U.S. Bank for ten years before joining RBC Capital Markets in 2017. Hawley serves on the boards of Hospice of Spokane and Dishman Hills Conservancy. 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.