Catherine Dixon is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation and with eight years of industry experience. Prior to joining Edward Jones, she worked at PEAR.AI and spent over a decade at Eastern Washington University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Steve Harman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Bank of America, NA for 13 years and Merrill for 30 years. Outside of his advisory role, he owns a rental property in Spokane, WA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and public entities, offering financial planning and non-discretionary investment consulting supported by research and a variety of portfolio management styles.

James Carter is a Series 66-licensed advisor with LPL Financial, based in Spokane, WA, and has three years of industry experience. Prior to joining LPL Financial, he worked at Spokane Teacher Credit Union and CUSO Financial Services, LP. Outside of advisory work, he has continued employment as a clerk at WinCo Foods. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio access, third-party asset management, and institutional platforms.

Steven Wright is a Series 66 credentialed financial advisor with Edward Jones, based in Spokane, WA. He has 11 years of industry experience and has been with Edward Jones since 2014. Outside of advisory work, he is an owner of an ecommerce business, Hatch Road Supply, LLC, and a partner in Choice Family Health Clinics LLC. 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 and investment solutions, supported by a large network of advisors and branch offices nationwide.

Nathan Adams is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Stalyon Inc. for four years. Adams serves on the Finance Council of Trinity Catholic School in Spokane, WA, assisting with fundraising and budgeting efforts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Allie King is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has worked at Grove Point Advisors, Grovepoint Investments, and Valic Financial Advisors. Prior to her career in finance, she spent two years at Stitch Fix. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Robert Simpson is a CFP® professional with 29 years of industry experience, currently advising at Wells Fargo Clearing since 2016. His prior experience includes roles at UBS Financial Services and Piper Sandler & Co. He serves on the finance committee of the HUB Sports Center in Liberty Lake, WA, supporting the youth sports facility. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mattias Herzog is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Hand Herzog Group. He focuses on crafting strategies to help clients secure their wealth for current needs and future legacy considerations. His expertise encompasses a range of areas including college education planning, family wealth management, legacy and philanthropic planning, retirement income, and specialized services such as LGBT wealth planning and women and wealth. Mattias began his career in financial services in 2003, with six years initially at Merrill Lynch Wealth Management, followed by five years at another firm before returning to Merrill Lynch in September 2014. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Gonzaga University. His approach centers on aligning financial plans with clients’ personal perspectives and priorities, aiming to simplify the complexities of investing and wealth planning.

Tyler Graczyk is a financial advisor with Cetera holding a Series 66 designation and beginning his industry career in 2026. He has worked at Cetera and related entities since 2026 and has experience in non-financial roles at Meadowwood Golf Course and in education at Eastern Washington University and Central Valley High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to multiple investment platforms, including model portfolios and third-party managers.

Cory Violette is a Senior Financial Advisor with the Kirkpatrick-Violette Group at Merrill, where he collaborates with individuals and families to address complex wealth management needs. His approach emphasizes listening to understand each client's priorities and values, enabling him to design strategies that align with their unique goals. Cory specializes in retirement planning and wealth transfer, using Merrill's resources to help clients navigate financial complexities and make informed decisions with confidence. Since beginning his financial services career in 2011, Cory has worked at Northwestern Mutual with Bishop Bockemuehl and Associates, Washington Trust Bank's Investment Services team, and joined Merrill in 2018. He holds a Bachelor's degree in Finance from Gonzaga University, where he was a scholarship recipient and member of the Bulldogs' basketball team. Cory maintains active involvement in the Gonzaga community and serves as a board member of the Big Brothers Big Sisters Endowment. Born in Maine and raised in Boise, Idaho, Cory now resides in Spokane with his wife Lisa and their three sons, Blake, Lou, and Abe. An avid outdoorsman, he enjoys boating, fishing, hunting, and spending time with his family.

Scott Bowman is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Wells Fargo in 2017, he worked at UBS Financial Services for 15 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christine Mezo is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and having 11 years of industry experience. She has been with Merrill since 1992 and has worked at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Isaac Hamilton is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory work, he provides business advice and handles official paperwork for Bloomed Wild LLC, a company selling handmade fiber art. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by proprietary research and model-based asset allocations.

Bradley Messerschmidt is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA, and has 10 years of industry experience. He has been with Thrivent and its affiliated firms since 2015. Outside of his advisory role, Messerschmidt is involved in community service as a board member of Elevations, a nonprofit providing therapy resources to children with disabilities, and is engaged in entrepreneurial ventures including founding two businesses focused on educational kits and hunting products. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across a range of personal and business financial topics, delivering written recommendations without implementing them, and offers an optional managed-account program through a consolidated billing system called WealthPlan.

Byron Gega is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its predecessor since 1997. Outside of his advisory role, he is co-owner of a local hair salon and serves as Treasurer on the Board of Directors for Partnering for Progress. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored, tax-aware retirement planning and investment advice through a collaborative, non-discretionary approach.

Jeremy King is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Grove Point Advisors, Valic Financial Advisors, and Edward Jones. Outside of his advisory work, he is involved in a private investment entity, Jeremy and Allie King Investments, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a large network of investment adviser representatives who implement diverse investment strategies.

Filip Fullerton is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles, including positions at Chiro One Wellness Centers, Ventura Hats, and Fullerton Wines. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branch offices.

Hunter Jensen is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® designation as well as Series 66 and Series 63 licenses and has been with Charles Schwab and related entities since 2014. Outside of advising, he is the owner of Let’s Get Nerdy LLC, a venture focused on selling Pokémon cards and blogging about card collecting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s large scale and integrated structure provide clients with centralized supervisory, custody, and brokerage services across multiple wrap fee programs.

Irene Grendel is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Ameriprise, LPL Financial, and Wells Fargo Clearing. Stifel serves a broad range of clients, from individuals and high net worth clients to institutional entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Jordan is a financial advisor with OSAIC based in Spokane, WA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. His career includes roles at Pacific Capital Resource Group, Royal Alliance Associates, CUSO Financial Services, MassMutual, MetLife Securities, and Northwestern Mutual. Jordan is also involved in insurance sales and service through his agent positions at Pacific Capital Resource Group and Exodus Complink. OSAIC Wealth serves a broad mix of retail and institutional clients via a multi-advisor platform offering brokerage and advisory services, including financial planning and portfolios managed through various programs. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies across multiple custodial and legacy platforms.