Jeff Peterson is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has an ownership interest in a family entity that holds a family cabin. 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 solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Rachel Albrecht is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and its affiliated entities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping these services separate.

Kimberly Cooper is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with LPL Financial and previously worked at Cetera Wealth Services, LLC and U.S. Bancorp Investments, Inc. based in Spokane, WA. Cooper is also involved with PRICA LLC, a non-variable insurance business. LPL Financial serves individual and institutional clients, including retirement plans and charitable organizations, offering a range of advisory programs and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to diversified investment strategies and research.

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 financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Spokane Teachers Credit Union and CUSO Financial Services, LP. Outside of his advisory role, he maintains employment as a clerk at WinCo Foods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

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 with LPL Financial, holding a Series 66 credential and 10 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Advisors, LLC and Grovepoint Investments, LLC for three years, and Valic Financial Advisors for six years. Outside of advisory work, she is involved with Jeremy and Allie King Investments, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing discretionary and non-discretionary management supported by model portfolios, research, and technology-driven tools.

Robert Simpson is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of the Hub Sports Center in Liberty Lake, WA, contributing to the oversight of finances for a youth sports facility. 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 range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

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 with Wells Fargo Clearing in Spokane, WA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including 15 years at UBS Financial Services before joining Wells Fargo Clearing in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Jesse Applehans is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. His career includes nine years at Edward Jones and his current roles at Raymond James Financial Services Advisors, Inc. and affiliated entities since 2023. He is also involved with Echelon Northwest Capital, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Jeremy King is a financial advisor with LPL Financial in Spokane, WA, holding Series 65 and Series 66 designations and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Advisors, LLC and Grove Point Investment, LLC from 2022 to 2025, and at Valic Financial Advisors from 2014 to 2022. He is involved in a family investment entity, Jeremy and Allie King Investments, LLC, which is not investment related. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives, utilizing discretionary and non-discretionary management as well as a variety of model portfolios and research resources.

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 along with Series 66 and Series 63 licenses. Jensen has worked at Charles Schwab & Co., Inc. since 2014 and at Charles Schwab Bank, SSB since 2016. Outside of his advisory role, he is the owner of Let’s Get Nerdy LLC, a venture focused on selling Pokémon cards online and blogging about card collecting. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory recommendations and access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a centralized, integrated operational structure.