Austin Couey is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. His prior work includes roles at Dutch Bros Coffee, Smooth Transitions, and the University of Portland. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, model portfolios, and research from various sources.

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.

Shelsey Robertson is a financial advisor at UBS Financial Services with 11 years of industry experience and a Series 66 designation. She has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

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 with Morgan Stanley in Spokane, WA, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and methodologies.

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.

David Lambo is a CFP® and Series 66 certified financial advisor with Edward Jones, based in Spokane Valley, WA. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach at Ridgeline High School and is a member of the finance committee at the HUB Sports Center in Liberty Lake. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Walker is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of industry experience. His prior roles include positions at Fellowship Financial Planning, Forster Financial, and Idaho Central Credit Union. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions supported by a proprietary modeling process and planner delivery.

Kevin Peterson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Before joining Thrivent, he worked in education for over a decade within the Mead and Moses Lake School Districts. He serves on the advisory board for Whitworth University’s new Masters in Financial Planning program and is the chair of the personnel committee at St. Luke Lutheran Church in Spokane. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning relationships, with the option to combine planning and managed-account services under a consolidated billing system.

David Moore is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds the Series 66 designation and has prior experience with Washington Trust Bank and the U.S. Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning on a one-time or ongoing basis without discretionary trading authority.

Mark Holder is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he serves as a board member of the Spokane Estate Planning Council, supporting educational events and board development for estate planning professionals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs, without discretionary trading authority or institutional portfolio management.

Christine Brouillette is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has worked at LPL Financial since 2022 and has been associated with Horizon Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and advanced technologies.

Nancy Almond is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Numerica Credit Union, Hart Capital Management, Columbia State Bank, and earlier tenures at Cetera entities. She serves on the boards of PROCU and Cetera Credit Union Council and co-chairs the finance committee of Safe Passage, a domestic violence prevention service. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Monica Williams is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Santa Barbara. With 26 years of experience in the financial services industry, she specializes in multi-generational wealth planning, legacy strategies, and investment management. Monica’s professional background includes several decades at Morgan Stanley in Newport Beach, where she developed long-term client relationships. Her advisory practice focuses on guiding families through complex financial decisions, emphasizing clarity and compassion. Monica often works with multiple generations of clients, a commitment reflected in her team where her son also serves as a Financial Advisor. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Mills College. Monica is fluent in English and Spanish. Outside of her financial career, Monica has served on the board of the Santa Barbara Opera and actively participates in the arts community. Her personal interests include music, opera, theater, equestrian activities, polo, bridge, golf, hot yoga, travel, and spending time with her husband and children.