Eric Coltrain is a financial advisor with LPL Financial based in Spokane, WA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at WE Financial Partners, Waddell & Reed, Cuso Financial Services, and Numerica Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Jon Schwartz is a financial advisor with LPL Financial based in Medical Lake, WA, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked with LPL Financial and Washington State Employees Credit Union (WSECU) Investment Management since 2009. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research resources.

Kim Bosold is a financial advisor at Ameriprise with 41 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. since 1985, including her current position since 2020. Bosold holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael King is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2014. 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, utilizing discretionary and non-discretionary management alongside research-supported model portfolios.

Shane Austin is a financial advisor with Thrivent Investment Management in Spokane, WA, holding a Series 66 designation and three years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2022. Prior to his current role, he worked at Real Life Spokane for 11 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive goal-based planning on a range of topics without discretionary trading authority, allowing clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Anna Bowers is a CFP® professional with 13 years of industry experience, currently serving as an advisor at LPL Financial in Spokane, WA. Her prior experience includes roles at Spokane Teachers Credit Union, Charles Schwab, Bank of America, Merrill, and Umpqua Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven portfolio management.

Joseph Carter is a financial advisor with Raymond James & Associates in Spokane, WA, holding CFP® and ChFC® designations and bringing 24 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Aaron Norris is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Numerica Credit Union and Washington Trust Bank. Before his financial career, he worked at Pizza Hut and was a student until 2017. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Rickey Bowen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012. Outside of advising, Bowen is involved in independent insurance sales and operates a travel agency under the name Goldrush Getaways. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based strategies tailored to client needs.

Jalissa Adamson is a Wealth Management Advisor specializing in providing clients with customized financial strategies aimed at supporting their lifetime goals and aspirations. She brings extensive experience in wealth management, focusing on areas such as college education planning, divorce transition planning, personal retirement planning, portfolio management services, and small business strategies. Jalissa’s background includes over four decades in the financial services industry, including significant expertise in capital markets and securities trading. She holds a Bachelor’s degree in business finance from the University of Minnesota and maintains professional certifications such as CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach emphasizes integrity, discipline, and professionalism in client relationships. Outside her professional pursuits, Jalissa engages in personal interests such as boating, fishing, scuba diving, and spending time with her family. She is affiliated with Merrill Lynch Wealth Management and applies her expertise to deliver comprehensive investment, financial, and retirement planning services.

Bryce Powers is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Voya Financial Advisors and multiple positions at Whitworth University. Powers is also involved in selling fixed insurance products and operates a financial and insurance services business under the name WealthMap Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a national network of independent advisors. The firm offers a range of portfolio management and retirement services, employing a multi-manager platform that includes affiliated and third-party managers, with program structures designed for both discretionary and non-discretionary account management.

Benjamin Ladner is a financial advisor at Equitable Advisors with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Equitable Advisors since 2021 and has held various positions in retail and service industries, including roles at Albertsons, Advanced Fire Systems, and Washington State University. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managed account platforms, with a mix of discretionary and non-discretionary asset management.

Cody Maschmeier is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity Investments in various roles since 2008. Outside of his advisory work, he is involved in property management and bookkeeping through his role as organizer of Torre Tenebrosa, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and long-term asset allocation benchmarks.

Jeffery Schlenker is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at Raymond James Financial Services, Umpqua Bank, Columbia Wealth Advisors, and Washington Trust Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Daryce Wyborney is a CFP® certificant with 39 years of industry experience, currently advising clients at LPL Financial since 2021. She has previously worked with Waddell & Reed and maintains a long-standing affiliation with Volunteers of America. Outside of her advisory work, she is co-owner of a family business, Don Sorensen LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both internal and third-party research and provides discretionary and non-discretionary management services.

Brian Munson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Young Life College and Shadle High School since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement consulting, and brokerage services, supported by research and model portfolios from both internal and third-party sources.

Blake Jensen is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for KHQ-TV for 12 years before joining R.W. Baird. Blake is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Melissa Williams is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining OSAIC in 2024, she worked at Centaurus Financial Inc. for nine years and has maintained a position with Star Financial and Insurance Services Inc. since 2009. Outside of her advisory role, Williams serves on the advisory board for Spokane County Animal Control, participating in community discussions about animal welfare policies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple third-party investment solutions, employing asset-allocation tools and risk-tolerance assessments to manage portfolios across various asset classes.

Alexander Prugh is a Financial Advisor with Merrill Lynch Wealth Management, based in Spokane, Washington. He works with individuals, families, and business owners to develop tailored financial strategies aimed at building and preserving wealth. His services include retirement planning, investment management, and wealth transfer strategies, with an emphasis on clear communication and personalized planning. Alexander has been in the financial industry since 2022, bringing a results-oriented mindset shaped by his 15 years as a professional golfer. He earned a Bachelor's Degree from the University of Washington and holds the Chartered Retirement Planning Counselor (CRPC) designation. Prior to his financial career, Alexander competed professionally on the PGA Tour and Korn Ferry Tour, with notable achievements including a win at the 2009 Michael Hill New Zealand Open. Outside of his professional work, Alexander is involved with community organizations such as All Saints Catholic School, South Hill Little League, and the Wishing Star Foundation. He enjoys biking, fishing, football, golfing, hiking, skiing, spending time with his family, and traveling.

Michelle Courson is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.