Billy Storlie Jr. is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 designation. He has been affiliated with both Bank of America N.A. and Merrill Lynch Pierce Fenner & Smith since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party 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 bringing 43 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.

Nathaniel Clark is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cetera Investment Services LLC, and Thrivent Financial. Outside of his advisory work, he participated in independent cycling and salvage activities during his time at Eastern Washington University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 Series 66-licensed financial advisor with four years of industry experience. He is currently with LPL Financial and previously held roles at Cadaret, Grant & Co., Inc., Securities America, Inc., Homestreet Bank, and Alliant Insurance. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Rigoberto Chavez Gomez is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services and Cuso Financial Services, LP, and has also been affiliated with Spokane Teachers Credit Union since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Penny Dillon is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she worked at Citigroup Global Markets, Inc. since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Tanner Wilburn is a Financial Advisor at Merrill Lynch Wealth Management based in Spokane, Washington. He offers personalized wealth planning and investment management services, focusing on the financial objectives and unique needs of his clients. Tanner's expertise includes education planning, employee benefits planning, family wealth management strategies, retirement planning, portfolio management, and retirement income strategies. Tanner holds a Bachelor's Degree from Eastern Washington University and is a Personal Investment Advisor (PIA). He is active in professional organizations such as the Emerging Leaders Society, Greater Spokane Incorporated, Network In Action Eastern Washington, Spokane Professional Society, and Spokane Valley Chamber of Commerce. His community involvement includes participation in the Emerging Leaders Society and United Way. Outside of his professional role, Tanner coaches and mentors young soccer players in Spokane, serving as the head soccer coach at Mead High School. He also enjoys cooking, particularly pasta cuisines, as well as fishing, football, golfing, racquetball, and traveling.

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.

Randy Martin is a CFP®-certified financial advisor with 40 years of industry experience. He currently works at Cetera and has been with Cetera Wealth Services, LLC since 2013. His prior experience includes a long tenure at The Lincoln National Life Insurance Company beginning in 1989. Martin is also involved in fixed insurance activities, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, and institutional clients through a large network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to both affiliated and third-party investment managers.

Ryan Hert is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Ameriprise since 2020 and previously at ACF West from 2017 to 2021. Hert also manages an advisory business, Heritage Wealth Advisors LLC. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, providing non-discretionary, research-driven recommendations that incorporate tax-smart strategies and adaptive withdrawals.

Edward Hunton is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of finance, he is a business owner of Breakstone Salon, a hair salon in Spokane, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, supported by research and various portfolio management options.

Amanda Johnson is a Series 66-credentialed financial advisor at OSAIC based in Spokane, WA, with nine years of industry experience. Her work history includes roles at Royal Alliance Associates, Waddell & Reed, and various insurance agencies. Outside of advising, she also serves as a notary public. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing across multiple investment types and supports both discretionary and non-discretionary account management.

Michael Furrer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked with LPL Financial since 2013 and is currently also affiliated with Global Retirement Partners, LLC and HUB International, Inc. His outside business activities include managing non-variable insurance services. 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 a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Greg Hotchkiss is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves as president of Cameron & Co. and participates in a local road maintenance association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Brian Foland is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, following a long tenure at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Foland is also involved in insurance sales through Foland Wealth Management. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services using firm-developed asset-allocation tools and supports a range of investment options and third-party managed-account solutions.

Mark Anderson is a CFP® and ChFC® professional with 13 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Anderson serves as CEO of Sovereign Wealth Strategies Group, an affiliated financial planning and advising business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized municipal advisory services and employer consulting programs.

Berit Thompson is a financial advisor at Morgan Stanley with 50 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.