Logan Morley is a financial advisor at Charles Schwab with Series 66 registration and experience in the financial industry dating back to 2015. Prior to joining Schwab, he worked at Washington Trust Bank, US Bank, and Rosauers. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Frederic Cox III is a financial advisor with LPL Financial in Spokane, WA, holding Series 63, 65, and 66 licenses and possessing 43 years of industry experience. He worked at Voya Financial Partners and Voya Financial Advisors before joining LPL Financial in 2012. Cox also operates Premier Partners Wealth Management, an investment-related business. 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 LPL Research and third-party subadvisors.

Nathaniel Clark is a financial advisor with LPL Financial based in Mead, WA. He holds Series 63 and Series 66 registrations and has five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and Cetera Investment Services LLC. Clark was also involved with Mangia Catering and Independent-Cycle/Iron Horse Salvage during his early career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Lonnie Hand is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Lonnie focuses on providing personalized wealth management strategies tailored to the individual financial goals and changing market conditions of clients. Lonnie's expertise includes services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, tax minimization, and retirement income. Lonnie holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lonnie earned a Bachelor's Degree from the University of Montana System.

Heather Bowman is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual priorities and aims to help them develop comprehensive short-, mid-, and long-term financial goals. Her approach includes providing guidance on investing, retirement planning, and preparing for unexpected expenses. Heather holds a Bachelor's Degree from Gonzaga University and holds the Personal Investment Advisor (PIA) designation. Before her career in financial advising, she played professional basketball overseas for nearly a decade, experiences she draws upon in her commitment to teamwork and client well-being. Outside of her professional role, Heather enjoys activities such as basketball, camping, cooking, golfing, pickleball, reading, spending time with family, traveling, watching movies, and practicing yoga.

Christopher Patrick is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America, Inc., Homestreet Bank, and Alliant Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, with advice delivered primarily through its large network of investment adviser representatives.

Penny Dillon is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has prior experience at Citigroup Global Markets, Inc. beginning in 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a broad range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers investment insights framed by its Global Investment Committee.

Tanner Wilburn is a Financial Advisor based in Spokane, Washington, affiliated with Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth planning and investment management services tailored to the unique financial goals of individuals and businesses. Tanner focuses on areas including education planning, employee benefits planning, family wealth management strategies, retirement planning, and portfolio management. He employs a client-centric approach that emphasizes personalized financial strategies, proactive communication, and a commitment to acting in his clients' best interests. Tanner holds a Bachelor's Degree from Eastern Washington University and is a Personal Investment Advisor (PIA). He is also an active member of several professional organizations such as the Emerging Leaders Society, Greater Spokane Incorporated, Network In Action Eastern Washington, Spokane Professional Society, and Spokane Valley Chamber Of Commerce. Beyond his professional role, Tanner contributes to his community through involvement with groups like the Emerging Leaders Society and United Way. Outside of his financial advisory work, Tanner spends time coaching and mentoring young soccer players, serving as the head soccer coach at Mead High School in the spring. He enjoys cooking, particularly pasta dishes, as well as fishing, football, golfing, racquetball, soccer, and traveling.

Carlos De Imus is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2016 and serves as a board member for Spokane United Methodist Housing. Additionally, he is involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Randy Martin is a CFP®-certified financial advisor with 40 years of industry experience. He currently works at Cetera and has been with Cetera Wealth Services, LLC since 2013. His prior experience includes a long tenure at The Lincoln National Life Insurance Company beginning in 1989. Martin is also involved in fixed insurance activities, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, and institutional clients through a large network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to both affiliated and third-party investment managers.

Ryan Hert is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at ACF West and has a background including time at Bothell High School and Central Washington University. Hert is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a combination of research, third-party data, and algorithmic tools. The firm’s approach includes non-discretionary implementation and focuses on dependable income sources and tax-aware withdrawal strategies within a defined investment universe.

Edward Hunton is a financial advisor with LPL Financial in Spokane, WA, holding Series 63, 65, and 66 licenses and over 32 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, First Command Brokerage Services, and UBS Financial Services. Outside of finance, he is a business owner of Breakstone Salon, a hair salon in Washington. 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 investment management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Amanda Johnson is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently affiliated with Royal Alliance Associates, Inc. and is a partner at Azose & Associates, LLC. Outside of her advisory work, she provides notary public services to clients through Amanda Johnson Notary Public. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment approach, which includes portfolio optimization and the use of third-party money managers.

Michael Furrer is a financial advisor with LPL Financial in Spokane, WA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including prior roles at Woodbury Financial Services and HUB International. In addition to his advisory work, he operates Global Retirement Partners, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing a range of investment strategies supported by research and technology tools.

Greg Hotchkiss is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves as president of Cameron & Co. and participates in a local road maintenance association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Brian Foland is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. He also is involved in insurance sales through Foland Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and managed portfolio programs. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and access to third-party money managers.

Mark Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spokane, WA. He holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual in various roles from 2012 to 2022. Anderson also serves as CEO of Sovereign Wealth Strategies Group, a financial planning and advising firm affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with a focus on technology integration and specialized municipal advisory services.

Berit Thompson is a financial advisor with Morgan Stanley in Spokane, WA, holding a Series 63 designation and bringing 50 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009, including the Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and proprietary analyses.

Maynard Azose is a Series 66-licensed advisor with 13 years of industry experience, currently affiliated with Osaic Wealth. His prior experience includes roles at Royal Alliance Associates, Waddell & Reed, and Edward Jones. He is a partner at Azose & Associates LLC, which manages business finances and administrative functions. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Scott Hoagburg is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience and previously worked at CompuCom for ten years. Outside of his advisory role, Hoagburg has officiated high school basketball games with the Spokane Basketball Officials since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.