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 credentials and possessing 41 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated entities since 2015. Outside of advisory work, she operates Collins Insurance and Investments as an independent insurance agent and also works as an Isagenix consultant. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers customizable investment strategies through various platform arrangements and maintains both proprietary and third-party model-based solutions.

Jordan Welter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work history includes positions at Bank of America, Lanzce Douglass Properties, Go Green.Enterprises, and Office Depot. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jared Ainley is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advisory relationships and access to discretionary separately managed accounts, with investment guidance delivered via multi-asset model portfolios and due diligence on alternative investments.

Drew Glantz is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, having also worked with Wells Fargo Bank, N.A. and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Daniel Ross is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has a diverse work history including roles at Henry Schein Dental, PFS Investments Inc., Primerica Financial Services, and Crystal Clear Windows. In addition to his advisory work, Ross is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, maintaining oversight of model offerings and portfolio management.

Patricia Lasich is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 14 years and has been associated with several local financial firms in administrative roles. Outside of her advisory work, she is a joint owner of a family business, Back Forty Enterprise, where she manages documentation for tax purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans through detailed client interviews and risk profiling, with a significant portion of assets managed on a non-discretionary basis.

Stacer Varga is a CFP®-designated financial advisor with 12 years of experience, currently affiliated with LPL Financial since 2014. He operates out of Spokane, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm provides a range of financial planning, advisory programs, and retirement plan consulting services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Joel Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spokane, WA, holding CFP® and ChFC® designations and 19 years of industry experience. He previously worked at Edward Jones for nearly two decades before joining Raymond James in 2025. Mitchell is a partner at Leading Light Wealth PLLC, a business entity he established to support his current advisory activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a notable emphasis on advisory and implementation-support services rather than discretionary management.

Stefan Altberg is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. Before joining Ameriprise, he worked in the construction industry with several firms, including T.W. Clark Construction, Bouten Construction Company, and Abbott Construction. 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.

Jonathan Allen is a financial advisor with Cetera who holds the CFP® designation and has 21 years of industry experience. He has worked at firms including Voya Financial Advisors and has been involved with Balderson & Hebert, LLC since 2013. Allen also operates as an independent insurance agent and is engaged in multiple financial services businesses in Spokane, WA. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

John Altberg II is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1993. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports and employs algorithmic tools alongside a consulting team to deliver tailored retirement income strategies.

Glen Gavin is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at firms including JMK & Associates, Financial Advocates Investment Management, LPL Financial, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Samantha Westfall is a financial advisor at Edward Jones in Spokane, WA, with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she was not employed in the financial industry for eight years. Outside of her advisory role, she has worked as an independent consultant for Mary Kay, purchasing products for herself and her local network. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Robert Hawley is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and eight years of industry experience. He previously worked for U.S. Bank for ten years before joining RBC Capital Markets in 2017. Hawley serves on the boards of Hospice of Spokane and Dishman Hills Conservancy. 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.

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 Series 66-licensed financial advisor with three years of industry experience, currently practicing at UBS Financial Services. Prior to joining UBS, she worked at Magnuson McHugh & Company and Jones & Roth CPA and Business Advisors. Barnes has also held roles outside finance, including as a private nanny and in bookkeeping. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and discretionary portfolio management.

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.

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.