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Bryce P

CFP®, Series 66

Spokane, WA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Benjamin L

Series 66, Series 63

Spokane, WA

Equitable Advisors

Benjamin Ladner is a financial advisor with Equitable Advisors in Spokane, WA, holding Series 66 and Series 63 licenses and four years of industry experience. His work history includes roles at Equitable Advisors, Albertsons, Advanced Fire Systems, and Washington State University, among others. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and goals.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Cody M

Series 63, Series 65

Spokane, WA

Fidelity

Cody Maschmeier is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity since 2008, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is involved in managing and organizing several business entities focused on property management and bookkeeping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Jeffery S

Series 63, Series 66

Spokane, WA

Cetera

Jeffery Schlenker is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work 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, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daryce W

CFP®, Series 63, Series 66

Spokane, WA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Scott M

Series 66

Spokane, WA

Merrill

Scott Mcclave is a financial advisor with Merrill in Spokane, WA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Voya Financial Advisors and Bank of America. He is a limited partner in two investment-related limited partnerships focused on managing apartment complexes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Brian M

Series 66

Spokane, WA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Blake J

Series 66

Spokane, WA

Robert Baird & Co.

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.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Melissa W

Series 66

Spokane, WA

OSAIC

Melissa Williams is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked at Centaurus Financial INC. and Star Financial and Insurance Services Inc. She serves as an advisory board member for Spokane County Animal Control (SCRAPS). OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Annuities Private / alternative investments
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Alexander P

Series 66

Spokane, WA

Merrill

Alexander Prugh is a Financial Advisor with Merrill Lynch Wealth Management based in Spokane, Washington. He assists individuals, families, and business owners in developing personalized financial strategies aimed at building and preserving wealth. His services include retirement planning, investment management, and wealth transfer strategies, emphasizing clear communication and long-term client relationships. Before transitioning into finance in 2022, Alexander was a professional golfer for 15 years, competing on the PGA Tour and Korn Ferry Tour. He brings a goal- and result-oriented mindset from his athletic career to his financial advisory practice. Alexander holds a Bachelor's Degree from the University of Washington and holds designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Alexander is involved in his local community through organizations such as All Saints Catholic School, Gonzaga Prep Boys Golf, South Hill Little League, and the Wishing Star Foundation. His personal interests include biking, fishing, football, golfing, hiking, skiing, spending time with his family, and traveling.

General retirement planning Wealth management Retirement income strategy Multi-generational wealth transfer
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Michelle C

Series 66

Spokane, WA

Edward Jones

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.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy ESG / Sustainable investing Retired Founder/Business Owner Executive
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John Z

Series 66

Spokane, WA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rhonda M

Series 66

Spokane, WA

Wells Fargo Clearing

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.

Retired Founder/Business Owner
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Curtis S

CFP®, Series 66

Spokane, WA

Edward Jones

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.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Military & Veterans
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Daniel L

Series 66

Spokane, WA

Merrill

Daniel Lee is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley from 2016 to 2018 before joining Merrill and Bank of America in 2018. Outside of his advisory role, he provides tennis instruction at the member-owned Tacoma Lawn Tennis Club. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tax-loss harvesting Active portfolio management Wealth management
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Jacob P

Series 66

Spokane, WA

LPL Financial

Jacob Perry is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 credential and previously worked at Waddell & Reed, Inc. from 2015 to 2021. Perry has been involved with multiple nonprofit organizations, including the American Red Cross and Whitman Hospital, where he has held roles for several years. 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, including financial planning and access to model portfolio programs, employing both proprietary research and third-party strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jacob W

Series 66

Spokane, WA

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jack M

Series 66

Spokane, WA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John B

Series 63, Series 65

Spokane, WA

OSAIC

John Babin is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over two decades. Outside of finance, he is a certified US Lacrosse referee and is involved in artist development through his membership in Headsman Records, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various managed account strategies and third-party manager programs.

Annuities Private / alternative investments
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Edward K

Series 63, Series 65

Spokane, WA

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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