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 six years of industry experience. He previously worked at ACF West and has a background including time at Bothell High School and Central Washington University. Hert is also 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, known for its Premier Retirement Income service that provides tailored retirement income planning through a combination of research, third-party data, and algorithmic tools. The firm’s approach includes non-discretionary implementation and focuses on dependable income sources and tax-aware withdrawal strategies within a defined investment universe.

Edward Hunton is a financial advisor with LPL Financial in Spokane, WA, holding Series 63, 65, and 66 licenses and over 32 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, First Command Brokerage Services, and UBS Financial Services. Outside of finance, he is a business owner of Breakstone Salon, a hair salon in Washington. 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, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Amanda Johnson is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently affiliated with Royal Alliance Associates, Inc. and is a partner at Azose & Associates, LLC. Outside of her advisory work, she provides notary public services to clients through Amanda Johnson Notary Public. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment approach, which includes portfolio optimization and the use of third-party money managers.

Michael Furrer is a financial advisor with LPL Financial in Spokane, WA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including prior roles at Woodbury Financial Services and HUB International. In addition to his advisory work, he operates Global Retirement Partners, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing a range of investment strategies supported by research and technology tools.

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 designations and has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. He also is involved in insurance sales through Foland Wealth Management. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and managed portfolio programs. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and access to third-party money managers.

Mark Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spokane, WA. He holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual in various roles from 2012 to 2022. Anderson also serves as CEO of Sovereign Wealth Strategies Group, a financial planning and advising firm affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with a focus on technology integration and specialized municipal advisory services.

Berit Thompson is a financial advisor with Morgan Stanley in Spokane, WA, holding a Series 63 designation and bringing 50 years of industry experience. Her career includes roles at Citigroup Global Markets from 1993 to 2009 and at Morgan Stanley since 2009, including the Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and proprietary analyses.

Maynard Azose is a Series 66-licensed advisor with 13 years of industry experience, currently affiliated with Osaic Wealth. His prior experience includes roles at Royal Alliance Associates, Waddell & Reed, and Edward Jones. He is a partner at Azose & Associates LLC, which manages business finances and administrative functions. Osaic Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Scott Hoagburg is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience and previously worked at CompuCom for ten years. Outside of his advisory role, Hoagburg has officiated high school basketball games with the Spokane Basketball Officials since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Taryn Weiks is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Financial Advocates Investment Management. Outside of her advisory role, she provides pet sitting services through Rover.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Travis Clemons is a Series 66-registered financial advisor with LPL Financial, based in Spokane, WA, and has seven years of industry experience. He has held roles at Spokane Teachers Credit Union and CUSO Financial Services, LP prior to joining LPL Financial in 2025. 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 portfolios, third-party asset management, and institutional platforms.

Jenifer Gunn is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for 11 years before joining Wells Fargo in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Thomas Coffin II is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with LPL Financial since 2013, following prior roles at MSI Financial Services, Inc. and First Command Brokerage Services, Inc. Outside of his advisory work, he serves as a health and fitness coach with Team Beachbody. 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 advisors, utilizing a variety of portfolio strategies and operational technologies.

Andrew Smith is a financial advisor with Wells Fargo Advisors in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes prior roles at UBS Financial Services and Piper Sandler & Co., totaling over three decades before joining Wells Fargo Advisors in 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and planning tools to develop tailored client recommendations.

Aubrey Kubik is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and six years of industry experience. He previously worked at U.S. Bank from 2008 to 2019 before joining City National Bank and RBC Capital Markets in 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Austin Billeter is a financial advisor with Charles Schwab in Spokane, WA, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior experience includes roles at EAN Holdings LLP and Eide Bailly LLP. Outside of his advisory work, he creates educational YouTube videos focused on mobile game updates and strategies. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary and discretionary advisory models and offers a range of investment guidance supported by centralized custody and operational infrastructure.

Mike R Mumford is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 1988. UBS Financial Services Inc. 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 client solutions.

Kelly Stanicar is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Ameriprise since 2021 and previously spent seven years at Robert Baird & Co. Outside of her advisory role, she is involved with Treehouse Management Services LLC, where she manages an advisory business. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.