Hunter Jensen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 63 licenses and has been with Charles Schwab and related entities since 2014. Outside of advising, he is the owner of Let’s Get Nerdy LLC, a venture focused on selling Pokémon cards and blogging about card collecting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s large scale and integrated structure provide clients with centralized supervisory, custody, and brokerage services across multiple wrap fee programs.

Irene Grendel is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Ameriprise, LPL Financial, and Wells Fargo Clearing. Stifel serves a broad range of clients, from individuals and high net worth clients to institutional entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Jordan is a financial advisor with OSAIC based in Spokane, WA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. His career includes roles at Pacific Capital Resource Group, Royal Alliance Associates, CUSO Financial Services, MassMutual, MetLife Securities, and Northwestern Mutual. Jordan is also involved in insurance sales and service through his agent positions at Pacific Capital Resource Group and Exodus Complink. OSAIC Wealth serves a broad mix of retail and institutional clients via a multi-advisor platform offering brokerage and advisory services, including financial planning and portfolios managed through various programs. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies across multiple custodial and legacy platforms.

Enrico Castelda is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimerfunds Distributor, Inc., Chase Investment Services Corp., Wamu Investments, Inc., and Ameriprise. Outside of his advisory role, he serves on the board of directors for a property owners association in Nine Mile Falls, Washington. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, providing a variety of advisory programs and portfolio management solutions tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and offers capabilities including discretionary and non-discretionary services, tax management, and responsible investing options.

Bryan Preuss is a financial advisor with Thrivent Investment Management in Spokane, WA, holding a Series 66 credential and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a Scoutmaster for the Boy Scouts of America, overseeing youth activities and providing leadership guidance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Christopher Nickle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Morgan Stanley Dw Inc. from 2003 to 2005. 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 offers both brokerage and advisory solutions.

David Austin is a financial advisor with Wells Fargo Advisors in Spokane, WA, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved with a family wheat farm and serves as treasurer for a condominium association. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, wealth transfer, and niche services such as business-owner transition and special-needs analysis. The firm supports tailored client recommendations through proprietary research, tools, and planning models, delivering these via meetings and written summaries, with optional implementation through advisory or brokerage programs.

Michelle Spindler is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at OSAIC Wealth, Centaurus Financial Inc., Star Financial, Merrill, Wells Fargo Clearing, and Faneuil. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Jerry Felts is a CFP® with over 41 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 22 years. Outside of advisory work, he is involved as an insurance agent specializing in the sale of term and whole life insurance and fixed annuities. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools, supporting discretionary and third-party manager strategies.

Marnie Schroer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. Schroer is based in Spokane, WA. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through a comprehensive approach that includes financial advisors and estate planning strategies.

Karla Culver is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds a Series 63 license and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Garth Holbert is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and with 28 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is actively involved in ranching and farming operations through Holbert Ag Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and provides services including tax management and responsible-investing options.

Stefanie Page is a Series 66 licensed financial advisor with UBS Financial Services in Spokane, WA, where she has worked since 2008. She has 19 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Kalispel Golf & Country Club 9 Hole Ladies Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kevin Peterson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Before joining Thrivent, he worked in education for over a decade within the Mead and Moses Lake School Districts. He serves on the advisory board for Whitworth University’s new Masters in Financial Planning program and is the chair of the personnel committee at St. Luke Lutheran Church in Spokane. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning relationships, with the option to combine planning and managed-account services under a consolidated billing system.

David Moore is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds the Series 66 designation and has prior experience with Washington Trust Bank and the U.S. Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning on a one-time or ongoing basis without discretionary trading authority.

Monica Williams is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Russell Investments. She has also been affiliated with Kaplan University for over a decade. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring through its Chief Investment Office and provides tax-efficient investment capabilities integrated with Bank of America’s broader capital markets platform.

Jessica Ekstrom is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices across the United States.

Christopher Ready is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Celine Reyes is a Series 66 licensed financial advisor with Edward Jones in Spokane, WA, and has four years of industry experience. Prior to her financial advisory role, she held positions at Priority Lube and Hot Basket Bakeshop. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Mike Vanden Berge is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He worked at Merrill from 2001 to 2008 before joining LPL Financial, where he has been since 2008. Outside of his advisory role, he operates a business called Real Life Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, supported by research and technology, and manages over $819 billion in discretionary assets through a large network of advisors.