Maynard Azose is a financial advisor with OSAIC based in Spokane, WA, holding a Series 66 license and 13 years of industry experience. His career includes roles at Royal Alliance Associates, Inc., Waddell & Reed, Inc., and his own firm, Azose and Associates LLC, where he manages business finances and operations. He also has ongoing involvement with various insurance carriers as an insurance agent. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios and supports both discretionary and non-discretionary account management.

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 with LPL Financial in Spokane Valley, WA, holding a Series 66 designation and nine years of industry experience. She has worked with Financial Advocates Investment Management since 2018 and has been affiliated with LPL Financial since 2016. Outside of her advisory role, she hosts pets through Rover.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing research and model portfolios to provide both discretionary and non-discretionary management options.

Travis Clemons is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and seven years of industry experience. He has worked with Spokane Teachers Credit Union and CUSO Financial Services, among other roles within the financial sector. Clemons also maintains involvement with Spokane Teachers Credit Union through investment services offered under the trade name STCU Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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. Outside of his advisory role, he works as a health and fitness coach with Team Beachbody. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by model portfolios and research from LPL Research and third-party subadvisors.

Andrew Smith is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools to deliver tailored 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.

Loran Graham is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2012. He operates as an independent insurance agent and is also an author, engaging in publishing activities including book sales and related appearances. Additionally, he teaches periodically at college campuses, including Whitworth University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios, third-party subadvisors, and advanced technologies.

Patrick Day is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Parkland Securities, among other firms. Outside of financial services, he serves as secretary for International House of Travel, assisting with the coordination of wine tours. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Rease Morin is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, Morin worked at Financial Advocates Investment Management and Financial Advocates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Bruce Schmitt is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. He holds the Series 63, Series 65, and Series 66 designations and is based in Spokane, WA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics. The firm combines goal-based analyses with a managed-account program under a consolidated billing option while maintaining separate planning and portfolio management services.

Curtis Stanford is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Mass Mutual, he worked at New York Life Insurance Co and Nylife Securities LLC. Outside of his advisory work, Curtis referees youth basketball games for Spokane Basketball Officials on a part-time basis. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and charitable organizations, using firm-approved tools to develop written recommendations within collaborative, annual planning engagements.

Dennis Tomlinson is a financial advisor at Edward Jones with 21 years of industry experience, all of which have been with the firm since 2005. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he occasionally serves as a licensed pastor performing weddings and fill-in preaching at Life Center North Church in Spokane, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Brett Hober is a financial advisor with Robert W. Baird & Co. in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His work history includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Robert W. Baird in 2017. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager monitoring.

Travis Stolcis is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at LPL Financial as well as Financial Advocates Investment Management and Financial Management, Inc. He operates a related business under the name Belle Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a nationwide network of investment adviser representatives.

Mark Kinney is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Cetera, Numerica Credit Union, and Thrivent Financial. He holds Series 63 and Series 65 licenses. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.