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. He works closely with individuals and families managing complex wealth exceeding $5 million in investable assets, providing thoughtful advice and tailored strategies that reflect clients' unique goals, values, and timelines. Cory specializes in retirement planning, wealth transfer, philanthropic planning, and services for a diverse clientele including business owners, professional athletes, and those nearing retirement. With over a decade of experience in financial services, Cory began his career at Northwestern Mutual followed by a role at Washington Trust Bank's Investment Services team before joining Merrill. He holds a Bachelor's Degree in Finance from Gonzaga University, where he was also a member of the basketball team. Cory is a Personal Investment Advisor (PIA) and is an active member of Merrill as well as serving on the Big Brothers Big Sisters Endowment Board. Residing in Spokane with his wife and three sons, Cory maintains personal interests that include basketball, boating, fishing, hunting, reading, and spending time with his family. He is dedicated to cultivating a passion for the outdoors within 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.

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 in Spokane, WA, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Grove Point Advisors, LLC, Valic Financial Advisors, and Edward Jones. Outside of his advisory work, he is involved with Jeremy and Allie King Investments, LLC, a family investment entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 CFP® professional with 11 years of industry experience, currently advising at Charles Schwab in Spokane, WA. He has been with Charles Schwab & Co., Inc. since 2014 and Charles Schwab Bank, SSB since 2016. Outside of his advisory role, he is developing a business focused on selling Pokémon cards online and blogging about card collecting. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary managed accounts and offers a range of investment guidance supported by multi-asset model portfolios and due diligence from its Schwab Center for Financial Research.

Irene Grendel is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Ameriprise, LPL Financial, Wells Fargo, and other firms. Stifel serves a wide range of clients including individuals, high net worth clients, institutional investors, and nonprofit entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Jordan is a financial advisor with OSAIC based in Spokane, WA, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. His prior roles include positions at Pacific Capital Resource Group, Royal Alliance Associates, CUSO Financial Services, Mass Mutual Investor Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. In addition to his advisory work, he is involved in insurance sales and service through his roles as an agent at Pacific Capital Resource Group and Exodus Complink. OSAIC serves a broad client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with financial planning and retirement consulting, using asset-allocation tools, risk assessments, and diversified investment portfolios managed on discretionary or non-discretionary bases.

Austin Couey is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2022, he held roles in various sectors including food service and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Enrico Castelda is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimerfunds Distributor, Inc. for seven years before joining RBC in 2018. Outside of his advisory role, he serves on the board of directors for a local Property Owners Association in Nine Mile Falls, WA. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Bryan Preuss is a financial advisor with Thrivent Investment Management in Spokane, WA, holding a Series 66 credential and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a Scoutmaster for the Boy Scouts of America, overseeing youth activities and providing leadership guidance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Christopher Nickle is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

David Austin is a financial advisor with Wells Fargo Advisors in Spokane, WA, holding a Series 66 designation and having 22 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he is involved with a family wheat farm and serves as treasurer for a condominium association. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions, providing a broad range of planning options that include retirement, education, wealth transfer, and niche services such as business-owner transition and special-needs analysis. The firm supports tailored client recommendations through proprietary research, tools, and planning models, delivering these via meetings and written summaries, with optional implementation through advisory or brokerage programs.

Michelle Spindler is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at OSAIC Wealth, Centaurus Financial Inc., Star Financial, Merrill, Wells Fargo Clearing, and Faneuil. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Jerry Felts is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with OSAIC and has prior experience with Securities America Advisors, Inc. and SECURITIES AMERICA, inc. He also engages in life insurance and annuity sales as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and a range of investment products across discretionary and non-discretionary accounts.

Marnie Schroer is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliates since 2009. Schroer is based in Spokane, WA. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and delivers services through a comprehensive approach that includes financial advisors and estate planning strategies.

Karla Culver is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds a Series 63 license and has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.