Christine Mezo is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and having 11 years of industry experience. She has been with Merrill since 1992 and has worked at Bank of America, N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Grove Point Advisors, Valic Financial Advisors, and Edward Jones. Outside of his advisory work, he is involved in a private investment entity, Jeremy and Allie King Investments, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a large network of investment adviser representatives who implement diverse investment strategies.

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 as well as Series 66 and Series 63 licenses and has been with Charles Schwab and related entities since 2014. Outside of advising, he is the owner of Let’s Get Nerdy LLC, a venture focused on selling Pokémon cards and blogging about card collecting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s large scale and integrated structure provide clients with centralized supervisory, custody, and brokerage services across multiple wrap fee programs.

Irene Grendel is a financial advisor at Stifel with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms including Ameriprise, LPL Financial, and Wells Fargo Clearing. Stifel serves a broad range of clients, from individuals and high net worth clients to institutional entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Jordan is a financial advisor with OSAIC based in Spokane, WA. He holds Series 63 and Series 65 designations and has 18 years of industry experience. His career includes roles at Pacific Capital Resource Group, Royal Alliance Associates, CUSO Financial Services, MassMutual, MetLife Securities, and Northwestern Mutual. Jordan is also involved in insurance sales and service through his agent positions at Pacific Capital Resource Group and Exodus Complink. OSAIC Wealth serves a broad mix of retail and institutional clients via a multi-advisor platform offering brokerage and advisory services, including financial planning and portfolios managed through various programs. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies across multiple custodial and legacy platforms.

Enrico Castelda is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimerfunds Distributor, Inc., Chase Investment Services Corp., Wamu Investments, Inc., and Ameriprise. Outside of his advisory role, he serves on the board of directors for a property owners association in Nine Mile Falls, Washington. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, providing a variety of advisory programs and portfolio management solutions tailored to clients’ risk profiles. The firm integrates in-house and third-party investment managers and offers capabilities including discretionary and non-discretionary services, tax management, and responsible investing options.

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 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Morgan Stanley Dw Inc. from 2003 to 2005. 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.

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® with over 41 years of experience in the financial services industry. He has been with OSAIC since 2024 and previously worked for Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for 22 years. Outside of advisory work, he is involved as an insurance agent specializing in the sale of term and whole life insurance and fixed annuities. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with asset allocation and portfolio optimization tools, supporting discretionary and third-party manager strategies.

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.

Garth Holbert is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and with 28 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is actively involved in ranching and farming operations through Holbert Ag Enterprises. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment strategies and multiple advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party managers and provides services including tax management and responsible-investing options.

Stefanie Page is a Series 66 licensed financial advisor with UBS Financial Services in Spokane, WA, where she has worked since 2008. She has 19 years of industry experience. Outside of her advisory role, she serves as Treasurer of the Kalispel Golf & Country Club 9 Hole Ladies Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.