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®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial. Her career includes extensive experience with Waddell & Reed and various insurance carriers, alongside operating her own advisory practice since 2004. She is also co-owner of a family business, Don Sorensen LLC, which is unrelated to investment activities, and has been involved with Volunteers of America since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, combining scale with a broad suite of advisory and non-advisory financial products.

Brian Munson is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and 16 years of industry experience. He previously worked at Ameriprise Financial Services and Waddell & Reed, Inc. Outside of his advisory role, Munson has served at Shadle High School and Young Life College since 2018. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, incorporating both proprietary and third‑party model portfolios and tools.

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, WA. He focuses on helping individuals, families, and business owners develop tailored financial strategies to build and preserve wealth. His services include retirement planning, investment management, and wealth transfer strategies. Before entering the financial industry in 2022, Alexander competed professionally as a golfer on the PGA Tour and Korn Ferry Tour for 15 years. He applies the goal- and result-oriented mindset from his athletic career to advising clients. Alexander holds a Bachelor's Degree from the University of Washington and the Chartered Retirement Planning Counselor (CRPC) designation. Alexander is involved in his community through organizations such as All Saints Catholic School, South Hill Little League, Gonzaga Prep Boys Golf, 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.

John Zalevits is a financial advisor with LPL Financial based in Spokane, WA, holding a Series 66 credential and 28 years of industry experience. His prior experience includes 24 years at Waddell & Reed, Inc. and running his own firm, John Zalevits LLC, for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Rhonda Maddelina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory work, she serves as power of attorney for her mother and estate executor for her father. 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 broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Curtis Spores is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Ameriprise Financial Services and served six years in the United States Air Force. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jacob Perry is a Series 66 licensed financial advisor with LPL Financial, based in Spokane, WA. He has 10 years of industry experience, including prior roles at Waddell & Reed, Inc. and various insurance agencies. Perry is also involved with organizations such as the American Red Cross and the Eagle Ridge Homeowners Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jacob Whitman is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management, Equitable Advisors, and Goodale and Barbieri Company. Outside of his advisory role, he is involved with educational services in Washington State, contracting to manage professional development programs for teachers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved software and structured planning engagements.

Jack Monaghan is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in Lofty Goals Aviation, LLC, a family business formed to buy and operate an airplane. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, utilizing both proprietary and third-party investment strategies.

John Babin is a financial advisor with OSAIC, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over two decades. Outside of advising, he serves as a certified US Lacrosse official and is involved with Headsman Records, assisting in artist development and event coordination. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to manage portfolios that may include a variety of investment vehicles.

Edward Kuharski is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. Prior to joining LPL Financial in 2021, he worked at RBC Capital Markets Corporation for 13 years. In addition to his advisory role, he provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory solutions that include discretionary and non-discretionary strategies supported by technology tools and extensive resources.

Mary Hamby is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and eight years of industry experience. She has been with RBC Capital Markets LLC since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Gina Weberg is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior roles include positions at Riverfront Legacy Group and a long period as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed-account services through its WealthPlan program.

Erik Pedersen is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2026, he worked at firms including Charles Schwab, HighTower Securities, UBS Financial Services, Fidelity, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Shannon Gross is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm emphasizes research-driven investment solutions and operates a large network of advisors serving diverse client needs.