John Zalevits is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and 28 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and nine years managing John Zalevits LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 10 years of industry experience. He has previously worked with Waddell & Reed, Inc., and has been involved with organizations such as the American Red Cross and Whitman Hospital. Perry also serves with the Eagle Ridge Homeowners Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support both discretionary and non-discretionary management.

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 been with LPL Financial since 2009. Outside of his advisory role, he is involved in Lofty Goals Aviation, LLC, a business formed with his wife to buy and operate an airplane. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

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, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Before joining LPL Financial in 2021, he worked for RBC Capital Markets Corporation for 13 years. He also provides tax preparation and accounting services outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches with access to proprietary and third-party research.

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 CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Charles Schwab Bank, Charles Schwab & Co., HighTower Securities, UBS Financial Services, and Fidelity Brokerage Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to diverse model portfolios and research resources.

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.

Lisa Owen is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors and 15,100 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vanessa Taylor is a financial advisor at UBS Financial Services with six years of industry experience. She previously worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and Washington Trust Bank. Taylor holds Series 66 and Series 63 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management through its roles as a broker-dealer, investment adviser, and futures commission merchant.

Jenifer Champlin is a Series 66-licensed financial advisor with Raymond James Financial, based in Spokane, WA. She has three years of industry experience, including six years at Edward Jones prior to joining Raymond James in 2025. Outside of her advisory role, she has a minor involvement in rental real estate through a personal business venture. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutions, using tailored, non-discretionary strategies supported by advanced analytical tools.

Tricia Jutras is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Kuharski is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of his advisory role, he serves as an advisor to Spokane Public Schools Career and Technical Education, assisting educators with financial literacy topics for high school students. Charles Schwab & Co., Inc. serves 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custodial and operational structures.

Travis Messinger is a Series 66-licensed financial advisor with LPL Financial in Spokane, WA, bringing 11 years of industry experience. He has been with LPL Financial since 2016. He is also involved with Fulcrum Financial Group, an entity associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research.

Michael Craggett Jr. is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and bringing 26 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Financial Advocates Investment Management. Craggett also serves in investment-related roles with multiple credit unions, including ALPS Federal Credit Union and High Peaks Federal Credit Union. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolio strategies.

Colin Mc Mahon is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked in roles related to golf course and casino operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.