Christopher Jacobs is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 32 years of industry experience. He has worked at several firms including Wells Fargo Clearing, Morgan Stanley, UBS Financial Services, and Piper Sandler. Jacobs also owns and manages a single-family rental property in Spokane, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Joshua Tomlinson is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the hospitality industry, including roles at Craft and Gather and Twigs Martini & Bistro. Outside of advising, he has experience in hospitality service, including bartending. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Wendy Knight is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and also maintains a role at Randy Martin Financial Network dating back to 1997. Outside of investment advising, she provides notary services at her office. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and third-party manager options.

Shane Leonard is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Mountain West Bank and Wells Fargo, among others. Outside of advising, he works part-time as a Print and Marketing Associate at Staples Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a large network of advisors and branches nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Hailey Smyth is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Jared Walsh is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities, Merrill, Bank of America, and Banner Bank. His current roles involve working under the Banner Investment Services and Banner Wealth & Investment Services names affiliated with LPL 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 financial planning and investment management services, utilizing both proprietary and third-party strategies supported by various advisor tools.

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.

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.