James Walker is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of industry experience. His prior roles include positions at Fellowship Financial Planning, Forster Financial, and Idaho Central Credit Union. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions supported by a proprietary modeling process and planner delivery.

Kevin Peterson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. Before joining Thrivent, he worked in education for over a decade within the Mead and Moses Lake School Districts. He serves on the advisory board for Whitworth University’s new Masters in Financial Planning program and is the chair of the personnel committee at St. Luke Lutheran Church in Spokane. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning relationships, with the option to combine planning and managed-account services under a consolidated billing system.

David Moore is a financial advisor with Thrivent Investment Management in Spokane, WA. He holds the Series 66 designation and has prior experience with Washington Trust Bank and the U.S. Navy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and planning on a one-time or ongoing basis without discretionary trading authority.

Mark Holder is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he serves as a board member of the Spokane Estate Planning Council, supporting educational events and board development for estate planning professionals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs, without discretionary trading authority or institutional portfolio management.

Christine Brouillette is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Horizon Credit Union since 2013, where she serves as a sales assistant in a financial institution capacity. Brouillette joined LPL Financial in 2022. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive operational tools and a large network of investment adviser representatives.

Nancy Almond is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Numerica Credit Union, Hart Capital Management, Columbia State Bank, and earlier tenures at Cetera entities. She serves on the boards of PROCU and Cetera Credit Union Council and co-chairs the finance committee of Safe Passage, a domestic violence prevention service. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Monica Williams is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Charles Schwab and Russell Investments. She has also been affiliated with Kaplan University for over a decade. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and monitoring through its Chief Investment Office and provides tax-efficient investment capabilities integrated with Bank of America’s broader capital markets platform.

Jessica Ekstrom is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices across the United States.

Christopher Ready is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 11 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Celine Reyes is a Series 66 licensed financial advisor with Edward Jones in Spokane, WA, and has four years of industry experience. Prior to her financial advisory role, she held positions at Priority Lube and Hot Basket Bakeshop. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Mike Vanden Berge is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He worked at Merrill from 2001 to 2008 before joining LPL Financial, where he has been since 2008. Outside of his advisory role, he operates a business called Real Life Financial. 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 portfolio management options, supported by research and technology, and manages over $819 billion in discretionary assets through a large network of advisors.

Eric Graczyk is a financial professional at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has held roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Cetera since 2022. He is also associated with Core Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a variety of program options, and access to third-party money managers.

Billy Storlie Jr. is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 designation. He has been affiliated with both Bank of America N.A. and Merrill Lynch Pierce Fenner & Smith since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Logan Morley is a financial advisor at Charles Schwab with Series 66 registration and experience in the financial industry dating back to 2015. Prior to joining Schwab, he worked at Washington Trust Bank, US Bank, and Rosauers. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management supported by centralized custody and operational infrastructure.

Frederic Cox III is a financial advisor with LPL Financial in Spokane, WA, holding Series 63, 65, and 66 licenses and possessing 43 years of industry experience. He worked at Voya Financial Partners and Voya Financial Advisors before joining LPL Financial in 2012. Cox also operates Premier Partners Wealth Management, an investment-related business. 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 LPL Research and third-party subadvisors.

Nathaniel Clark is a financial advisor with LPL Financial based in Mead, WA. He holds Series 63 and Series 66 registrations and has five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and Cetera Investment Services LLC. Clark was also involved with Mangia Catering and Independent-Cycle/Iron Horse Salvage during his early career. 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 a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.

Lonnie Hand is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, Lonnie focuses on providing personalized wealth management strategies tailored to the individual financial goals and changing market conditions of clients. Lonnie's expertise includes services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, tax minimization, and retirement income. Lonnie holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Lonnie earned a Bachelor's Degree from the University of Montana System.

Heather Bowman is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual priorities and aims to help them develop comprehensive short-, mid-, and long-term financial goals. Her approach includes providing guidance on investing, retirement planning, and preparing for unexpected expenses. Heather holds a Bachelor's Degree from Gonzaga University and holds the Personal Investment Advisor (PIA) designation. Before her career in financial advising, she played professional basketball overseas for nearly a decade, experiences she draws upon in her commitment to teamwork and client well-being. Outside of her professional role, Heather enjoys activities such as basketball, camping, cooking, golfing, pickleball, reading, spending time with family, traveling, watching movies, and practicing yoga.

Christopher Patrick is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America, Inc., Homestreet Bank, and Alliant Insurance. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its large network of investment adviser representatives.

Rigoberto Chavez Gomez is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. He has previously worked at UBS Financial Services and Cuso Financial Services, LP, and is currently affiliated with Spokane Teachers Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with model portfolios, third-party asset management, and technology tools while managing over $819 billion in discretionary assets.