James Walker is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of industry experience. His prior roles include positions at Fellowship Financial Planning, Forster Financial, and Idaho Central Credit Union. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions supported by a proprietary modeling process and planner delivery.

Kevin Peterson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Before joining Thrivent, he worked in education for over a decade within the Mead and Moses Lake School Districts. He serves on the advisory board for Whitworth University’s new Masters in Financial Planning program and is the chair of the personnel committee at St. Luke Lutheran Church in Spokane. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning relationships, with the option to combine planning and managed-account services under a consolidated billing system.

David Moore is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds the Series 66 designation and has prior experience with Washington Trust Bank and the U.S. Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning on a one-time or ongoing basis without discretionary trading authority.

Mark Holder is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he serves as a board member of the Spokane Estate Planning Council, supporting educational events and board development for estate planning professionals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs, without discretionary trading authority or institutional portfolio management.

Christine Brouillette is a financial advisor with LPL Financial in Spokane Valley, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with LPL Financial since 2022 and concurrently works with Horizon Credit Union, where she has held roles related to investment services since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Nancy Almond is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Numerica Credit Union, Hart Capital Management, Columbia State Bank, and earlier tenures at Cetera entities. She serves on the boards of PROCU and Cetera Credit Union Council and co-chairs the finance committee of Safe Passage, a domestic violence prevention service. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Monica Williams is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Russell Investments. She has also been affiliated with Kaplan University for over a decade. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring through its Chief Investment Office and provides tax-efficient investment capabilities integrated with Bank of America’s broader capital markets platform.

Christopher Ready is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Mike Vanden Berge is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He worked at Merrill from 2001 to 2008 before joining LPL Financial, where he has been since 2008. Outside of his advisory role, he operates a business called Real Life Financial. 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 portfolio management options, supported by research and technology, and manages over $819 billion in discretionary assets through a large network of advisors.

Eric Graczyk is a financial professional at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has held roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Cetera since 2022. He is also associated with Core Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a variety of program options, and access to third-party money managers.

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.

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.

Rigoberto Chavez Gomez is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. He has previously worked at UBS Financial Services and Cuso Financial Services, LP, and is currently affiliated with Spokane Teachers Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with model portfolios, third-party asset management, and technology tools while managing over $819 billion in discretionary assets.

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 at Merrill Lynch Wealth Management based in Spokane, Washington. He specializes in providing comprehensive wealth planning and investment management services tailored to individuals' and businesses' unique financial goals and circumstances. Tanner offers guidance in areas such as retirement planning, wealth preservation, risk management, asset allocation, education planning, employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and serves clients in the sports and entertainment sector. He approaches financial advising with a client-centric mindset, emphasizing personalized attention and long-term relationships built on trust and integrity. Tanner conducts in-depth consultations to understand clients' financial objectives, risk tolerance, and time horizons, developing customized plans accordingly. He operates on a transparent, fee-only service model, ensuring his advice aligns with clients' best interests. Tanner holds a Bachelor's Degree from Eastern Washington University and is a Personal Investment Advisor (PIA). He is active in professional organizations, including the Emerging Leaders Society and Greater Spokane Incorporated, and participates in community involvement through groups such as the Emerging Leaders Society and United Way. Outside of work, Tanner enjoys coaching and mentoring young soccer players at Mead High School and in his community. His personal interests include cooking, fishing, football, golfing, racquetball, soccer, and traveling.

Christopher Nurvic is a financial advisor with Thrivent Investment Management in Liberty Lake, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Nurvic serves as a board member and treasurer for Cancer Can't, a nonprofit supporting people fighting cancer in the Inland Northwest. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across a broad range of planning topics without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option called WealthPlan while maintaining these services separately.

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.