Joel Kosoff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes six years with Wells Fargo Bank and six years at Jimmy Johns. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

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.

Jacob Hjort is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spokane, WA, holding a Series 66 designation and two years of industry experience. Before joining Raymond James, he worked at Washington Trust Bank and has been a part-time rideshare driver with Uber since 2023. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, institutions, and nonprofits, using analytical tools and tailored strategies to support client goals.

Travis Wheeldon is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Sullivan is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has previously worked at BCH Financial Group and Cetera Advisors LLC. Outside of his advisory role, Sullivan owns a business consulting firm focused on business development, acquisition, and succession planning. Cetera is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party strategies.

Matthew Mead is a financial advisor at Stifel with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Financial Advocates Investment Management, LPL Financial, JPMorgan Securities, and Glenmoor Goods. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology that employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Matthew Lusk is a financial advisor with LPL Financial in Spokane, WA, holding the Series 66 designation and 20 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Financial Advocates Investment Management. Outside of his advisory work, he serves as a Washington state notary public and manages a family wealth management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from both internal and third-party sources.

Jamie Millet is a financial advisor at Edward Jones in Spokane, WA, holding the ChFC® and Series 66 designations with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Web.com and served with the Kalispel Tribal Economic Authority, where he also worked as a blackjack dealer and occasionally in a supervisory role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of over 23,000 financial advisors.

Susie Leifheit is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. She has been with Thrivent since 2017, including roles at Thrivent Financial and Thrivent Investment Management Inc. Prior to her current position, she worked at Beacon Hill Catering and Events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses and planning without discretionary trading authority.

Mark Wilkins is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Manito Golf and Country Club for seven years before joining Edward Jones in 2021. Outside of advising, he is involved in a barbecue catering business that operates mainly for charity events and participates in weekend golf tournaments as a golf professional. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tristan Piper is a financial advisor with LPL Financial based in Spokane, WA. He holds a Series 66 designation and has three years of industry experience. His previous roles include positions at Cadaret Grant & Co., Inc. and Forster Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management supported by model portfolios and research.

Colton Looney is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to joining the firm, he was not employed in the industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning that addresses topics such as retirement, tax, estate, and business continuation. The firm allows clients to integrate planning with managed-account programs while keeping services separate and conducts periodic reviews of recommendations.

Brian Johns is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He has been managing wealth for affluent families, business owners, and executives since 2003 and began his career in the financial services industry in 1997. As a specially qualified Senior Portfolio Advisor, Brian provides advice and guidance that includes building and managing custom investment strategies and selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. In his role, he may manage these strategies on a discretionary basis through the firm's Investment Advisory Program. Brian's expertise encompasses services such as divorce transition planning, education planning, executive compensation, family wealth management strategies, and retirement income, among others. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Arts degree in Economics and a certificate of completion in personal financial planning from San Diego State University, whose School of Business is accredited by AACSB International. Outside of his professional responsibilities, Brian participates in the Lake Shore Homes Association and engages in personal interests such as biking, boating, skiing, and spending time with his family.