Jennifer May is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and 19 years of industry experience. She has worked at Bank of America, N.A. since 2011 and has been associated with Merrill Lynch in various forms since 2000. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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.

Carlo Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and TD Ameritrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Bryan Anderson is a financial advisor at LPL Financial in Spokane, WA, holding a Series 66 license with two years of industry experience. His work history includes positions at Spokane Teachers Credit Union, CUSO Financial Services, LP, and Columbia Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research-supported strategies.

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 licenses and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he manages a single-family rental property. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies implemented through a combination of in-house and external managers, supported by RBC’s extensive capital markets capabilities.

Joshua Tomlinson is a financial advisor with Edward Jones in Spokane Valley, WA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in the hospitality sector, including as a bartender at Craft & Gather. Outside of advising, he has maintained involvement in restaurant service and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

Wendy Knight is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. She has worked with Cetera Wealth Services, LLC since 2013 and with Randy Martin Financial Network since 1997. Her other business activities include providing notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients 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 operates a multi-manager platform with multiple program structures and custodial relationships.

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.

Donald Garves is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

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.

Travis Litscher is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by 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. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing various model portfolios and research resources.

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 with Raymond James Financial, holding Series 63 and Series 66 designations and over 23 years of industry experience. His career includes roles at Columbia Bank, Washington Trust Bank, Cetera, and HomeStreet Bank. He is also an associate at Columbia Wealth Advisors, where he serves as a Wealth Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes tailored financial plans developed through risk profiling and asset-allocation analysis, often serving in an advisory capacity rather than as a delegated manager.

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.