Jamie Millet is a financial advisor with Edward Jones in Spokane, WA, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, including prior roles at Web.com and a 14-year tenure with the Kalispel Tribal Economic Authority. Outside of his advisory work, Jamie has worked as a blackjack dealer and supervisor at the Kalispel Tribal Economic Authority casino resort. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages over $1 trillion in assets and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stacie Duenich is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susie Leifheit is a financial advisor at Thrivent Investment Management with 8 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2017. Prior to this, she was involved with Beacon Hill Catering and Events for one year. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm provides goal-based, holistic planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Mark Wilkins is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Manito Golf and Country Club for seven years before joining Edward Jones in 2021. Outside of advising, he is involved in a barbecue catering business that operates mainly for charity events and participates in weekend golf tournaments as a golf professional. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tristan Piper is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 license and four years of industry experience. He previously worked at Cadaret Grant & Co., Inc. and Forster 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Colton Looney is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to joining the firm, he was not employed in the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning that addresses topics such as retirement, tax, estate, and business continuation. The firm allows clients to integrate planning with managed-account programs while keeping services separate and conducts periodic reviews of recommendations.

Brian Johns is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been managing wealth for affluent families, business owners, and executives since 2003 and began his career in the financial services industry in 1997. As a specially qualified Senior Portfolio Advisor, Brian provides advice and guidance that includes building and managing custom investment strategies and selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. In his role, he may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Brian's expertise encompasses services such as divorce transition planning, education planning, executive compensation, family wealth management strategies, and retirement income, among others. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Arts degree in Economics and a certificate of completion in personal financial planning from San Diego State University, whose School of Business is accredited by AACSB International. Outside of his professional responsibilities, Brian participates in the Lake Shore Homes Association and engages in personal interests such as biking, boating, skiing, and spending time with his family.

Jeff Peterson is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has an ownership interest in a family entity that holds a family cabin. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Rachel Albrecht is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial since 2013 in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account programs while maintaining separate services.

Kimberly Cooper is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Cetera, U.S. Bancorp Investments, and Edward Jones. She is involved with PRICA LLC, a non-variable insurance business in Spokane, WA. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and institutions by providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management solutions, notable for its scale and diverse non-advisory financial activities.

Catherine Dixon is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation and with eight years of industry experience. Prior to joining Edward Jones, she worked at PEAR.AI and spent over a decade at Eastern Washington University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Steve Harman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Bank of America, NA for 13 years and Merrill for 30 years. Outside of his advisory role, he owns a rental property in Spokane, WA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by research and a variety of portfolio management styles.

James Carter is a Series 66-licensed advisor with LPL Financial, based in Spokane, WA, and has three years of industry experience. Prior to joining LPL Financial, he worked at Spokane Teacher Credit Union and CUSO Financial Services, LP. Outside of advisory work, he has continued employment as a clerk at WinCo Foods. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio access, third-party asset management, and institutional platforms.

Steven Wright is a Series 66 credentialed financial advisor with Edward Jones, based in Spokane, WA. He has 11 years of industry experience and has been with Edward Jones since 2014. Outside of advisory work, he is an owner of an ecommerce business, Hatch Road Supply, LLC, and a partner in Choice Family Health Clinics LLC. 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 and investment solutions, supported by a large network of advisors and branch offices nationwide.

Nathan Adams is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Stalyon Inc. for four years. Adams serves on the Finance Council of Trinity Catholic School in Spokane, WA, assisting with fundraising and budgeting efforts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Allie King is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 license and 10 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC, Grovepoint Investments, LLC, and Valic Financial Advisors. 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, with advice provided primarily by investment adviser representatives using strategic, tactical, and customized investment strategies.

Robert Simpson is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of the Hub Sports Center in Liberty Lake, WA, contributing to the oversight of finances for a youth sports facility. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Mattias Herzog is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Hand Herzog Group. He focuses on crafting strategies to help clients secure their wealth for current needs and future legacy considerations. His expertise encompasses a range of areas including college education planning, family wealth management, legacy and philanthropic planning, retirement income, and specialized services such as LGBT wealth planning and women and wealth. Mattias began his career in financial services in 2003, with six years initially at Merrill Lynch Wealth Management, followed by five years at another firm before returning to Merrill Lynch in September 2014. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Gonzaga University. His approach centers on aligning financial plans with clients’ personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Tyler Graczyk is a financial advisor with Cetera holding a Series 66 designation and beginning his industry career in 2026. He has worked at Cetera and related entities since 2026 and has experience in non-financial roles at Meadowwood Golf Course and in education at Eastern Washington University and Central Valley High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to multiple investment platforms, including model portfolios and third-party managers.

Cory Violette is a Senior Financial Advisor with the Kirkpatrick-Violette Group at Merrill. He works closely with individuals and families managing complex wealth exceeding $5 million in investable assets, providing thoughtful advice and tailored strategies that reflect clients' unique goals, values, and timelines. Cory specializes in retirement planning, wealth transfer, philanthropic planning, and services for a diverse clientele including business owners, professional athletes, and those nearing retirement. With over a decade of experience in financial services, Cory began his career at Northwestern Mutual followed by a role at Washington Trust Bank's Investment Services team before joining Merrill. He holds a Bachelor's Degree in Finance from Gonzaga University, where he was also a member of the basketball team. Cory is a Personal Investment Advisor (PIA) and is an active member of Merrill as well as serving on the Big Brothers Big Sisters Endowment Board. Residing in Spokane with his wife and three sons, Cory maintains personal interests that include basketball, boating, fishing, hunting, reading, and spending time with his family. He is dedicated to cultivating a passion for the outdoors within his family.