Ryan Hert is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Ameriprise since 2020 and previously at ACF West from 2017 to 2021. Hert also manages an advisory business, Heritage Wealth Advisors LLC. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, providing non-discretionary, research-driven recommendations that incorporate tax-smart strategies and adaptive withdrawals.

Edward Hunton is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. His prior roles include positions at B. Riley Wealth Management, National Securities Corporation, First Command Brokerage Services, and UBS Financial Services. Outside of financial services, he is a business owner of a hair salon in Spokane, Washington. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining large-scale advisory capabilities with non-advisory financial activities.

Amanda Johnson is a Series 66-credentialed financial advisor at OSAIC based in Spokane, WA, with nine years of industry experience. Her work history includes roles at Royal Alliance Associates, Waddell & Reed, and various insurance agencies. Outside of advising, she also serves as a notary public. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated portfolio rebalancing across multiple investment types and supports both discretionary and non-discretionary account management.

Michael Furrer is a financial advisor with LPL Financial in Spokane, WA, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience, including prior roles at Woodbury Financial Services and HUB International. In addition to his advisory work, he operates Global Retirement Partners, an independent registered investment advisor. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing a range of investment strategies supported by research and technology tools.

Leah Stussy is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she operates Leah Stussy Photography, providing photography services including shooting, editing, and delivering photographs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Greg Hotchkiss is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with UBS Financial Services since 2006. Outside of his advisory role, he serves as president of Cameron & Co. and participates in a local road maintenance association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Brian Foland is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, following a long tenure at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Foland is also involved in insurance sales through Foland Wealth Management. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services using firm-developed asset-allocation tools and supports a range of investment options and third-party managed-account solutions.

Mark Anderson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spokane, WA. He holds the CFP® and ChFC® designations and has 14 years of industry experience. Prior to joining Raymond James in 2022, he worked at Northwestern Mutual in various roles from 2012 to 2022. Anderson also serves as CEO of Sovereign Wealth Strategies Group, a financial planning and advising firm affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers, with a focus on technology integration and specialized municipal advisory services.

Berit Thompson is a financial advisor at Morgan Stanley with 50 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

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.

Taryn Weiks is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has been affiliated with Financial Advocates Investment Management since 2018 and LPL Financial since 2016. Outside of her advisory work, she hosts pets through Rover.com. 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 and access to model portfolios, supported by a large network of investment adviser representatives and various operational and research tools.

Travis Clemons is a Series 66-registered financial advisor with LPL Financial, based in Spokane, WA, and has seven years of industry experience. He has held roles at Spokane Teachers Credit Union and CUSO Financial Services, LP prior to joining LPL Financial in 2025. 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 portfolios, third-party asset management, and institutional platforms.

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, following prior roles at MSI Financial Services, Inc. and First Command Brokerage Services, Inc. Outside of his advisory work, he serves as a health and fitness coach with Team Beachbody. 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 advisors, utilizing a variety of portfolio strategies and operational technologies.

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 22 years of experience in the financial industry. He has been with LPL Financial since 2012 and previously worked at Pacific West Financial Consultants Inc and Aletheia Research and Management Inc. In addition to his advisory role, Graham is an author and has taught at various college campuses, including Whitworth University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.