Kyle Cooley is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various positions including custodial work at Cascade Dental. 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.

Amanda Barnes is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and previously worked at Magnuson McHugh & Company and Jones & Roth CPA and Business Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial solutions.

Christopher Bernardi is a financial advisor at Edward Jones in Spokane, WA, holding Series 63 and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2017 and previously worked at Silver Spring Networks for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and a nationwide network of financial advisors. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary investment strategies along with affiliated mutual funds and other financial services.

Heba Kandil is a financial advisor with Merrill based in Spokane, WA, holding a Series 66 designation and six years of industry experience. She has been associated with Merrill and Bank of America since 2005. Outside of her advisory role, she is a co-owner of a family rental property business in Myrtle Beach, SC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Madison Kautzman is a financial advisor at Ameriprise with six years of industry experience. Before joining Ameriprise in 2023, Madison worked at Robert W. Baird from 2019 to 2023. Outside of advisory work, Madison has managed an advisory business under Gega LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through a centralized team that collaborates with advisors to provide written recommendation reports and ongoing advice.

Riley Bogue is a financial advisor with Charles Schwab in Spokane, WA, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Schwab, he held roles at Starbucks, Windermere City Group, Uber Eats, and was involved with Mt Gilead Bible Camp and Santa Rosa Bible Church. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning solutions. Schwab’s approach includes both non-discretionary and discretionary investment management, multi-asset model portfolios, and a formal alternative-investment selection process.

Jacob Hjort is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spokane, WA, holding a Series 66 designation and two years of industry experience. Before joining Raymond James, he worked at Washington Trust Bank and has been a part-time rideshare driver with Uber since 2023. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, institutions, and nonprofits, using analytical tools and tailored strategies to support client goals.

Travis Wheeldon is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Sullivan is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has previously worked at BCH Financial Group and Cetera Advisors LLC. Outside of his advisory role, Sullivan owns a business consulting firm focused on business development, acquisition, and succession planning. Cetera is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party strategies.

Caleb Lilly is a financial advisor with LPL Financial in Deer Park, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2013, with a five-year period at Ameriprise Financial Services from 2018 to 2023. Caleb is also commissioned as a notary in Washington. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Mead is a financial advisor with Stifel in Spokane, WA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing, JPMorgan Securities, Credit Suisse Securities, and Citigroup Global Markets. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Matthew Lusk is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at UBS Financial Services, D.A. Davidson & Co., Financial Advocates Investment Management, and JMK & Associates. He is a Washington state notary public. 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 variety of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

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 with Thrivent Investment Management in Spokane, WA, holding Series 66 and Series 63 registrations and eight years of industry experience. She has been with Thrivent and its affiliated entities since 2017, with prior experience including work at Beacon Hill Catering and Events. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning without discretionary trading authority, and allows clients to combine this planning with managed-account programs under a consolidated billing option.

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 at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Robert Baird & Co. and McAdams Wright Ragen, Inc. Peterson has an ownership interest in Peterson Family LLC, which holds a family cabin. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

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.