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 with LPL Financial, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has worked at LPL Financial since 2022 and has been associated with Horizon Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and advanced technologies.

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 Senior Financial Advisor with Merrill Lynch Wealth Management based in Santa Barbara. With 26 years of experience in the financial services industry, she specializes in multi-generational wealth planning, legacy strategies, and investment management. Monica’s professional background includes several decades at Morgan Stanley in Newport Beach, where she developed long-term client relationships. Her advisory practice focuses on guiding families through complex financial decisions, emphasizing clarity and compassion. Monica often works with multiple generations of clients, a commitment reflected in her team where her son also serves as a Financial Advisor. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Mills College. Monica is fluent in English and Spanish. Outside of her financial career, Monica has served on the board of the Santa Barbara Opera and actively participates in the arts community. Her personal interests include music, opera, theater, equestrian activities, polo, bridge, golf, hot yoga, travel, and spending time with her husband and children.

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 CFP®, ChFC®, and Series 66-registered financial advisor with LPL Financial in Spokane, WA, with 25 years of industry experience. He has worked at LPL Financial since 2008. He is also associated with Real Life Financial, a separate business entity. 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, offering a range of advisory programs and financial planning services.

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 bringing 43 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to provide both discretionary and non-discretionary management.

Nathaniel Clark is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cetera Investment Services LLC, and Thrivent Financial. Outside of his advisory work, he participated in independent cycling and salvage activities during his time at Eastern Washington University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 Series 66-licensed financial advisor with four years of industry experience. He is currently with LPL Financial and previously held roles at Cadaret, Grant & Co., Inc., Securities America, Inc., Homestreet Bank, and Alliant Insurance. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Rigoberto Chavez Gomez is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services and Cuso Financial Services, LP, and has also been affiliated with Spokane Teachers Credit Union since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Penny Dillon is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she worked at Citigroup Global Markets, Inc. since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Tanner Wilburn is a Financial Advisor at Merrill Lynch Wealth Management based in Spokane, Washington. He offers personalized wealth planning and investment management services, focusing on the financial objectives and unique needs of his clients. Tanner's expertise includes education planning, employee benefits planning, family wealth management strategies, retirement planning, portfolio management, and retirement income strategies. Tanner holds a Bachelor's Degree from Eastern Washington University and is a Personal Investment Advisor (PIA). He is active in professional organizations such as the Emerging Leaders Society, Greater Spokane Incorporated, Network In Action Eastern Washington, Spokane Professional Society, and Spokane Valley Chamber of Commerce. His community involvement includes participation in the Emerging Leaders Society and United Way. Outside of his professional role, Tanner coaches and mentors young soccer players in Spokane, serving as the head soccer coach at Mead High School. He also enjoys cooking, particularly pasta cuisines, as well as fishing, football, golfing, racquetball, and traveling.

Christopher Nurvic is a financial advisor with Thrivent Investment Management in Liberty Lake, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Nurvic serves as a board member and treasurer for Cancer Can't, a nonprofit supporting people fighting cancer in the Inland Northwest. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across a broad range of planning topics without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option called WealthPlan while maintaining these services separately.