Carlos De Imus is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2016 and serves as a board member for Spokane United Methodist Housing. Additionally, he is involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service that provides written Recommendation Reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Randy Martin is a CFP®-certified financial advisor with 40 years of industry experience. He currently works at Cetera and has been with Cetera Wealth Services, LLC since 2013. His prior experience includes a long tenure at The Lincoln National Life Insurance Company beginning in 1989. Martin is also involved in fixed insurance activities, including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, and institutional clients through a large network of independent advisors. The firm offers diversified portfolio management options, financial planning, and access to both affiliated and third-party investment managers.

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, B. Riley Wealth Advisors, and National Securities Corporation. Outside of finance, he is a business owner of Breakstone Salon, a hair salon in Spokane, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, supported by research and various portfolio management options.

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, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked with LPL Financial since 2013 and is currently also affiliated with Global Retirement Partners, LLC and HUB International, Inc. His outside business activities include managing non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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 CFP® and ChFC® professional with 13 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, Anderson serves as CEO of Sovereign Wealth Strategies Group, an affiliated financial planning and advising business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized municipal advisory services and employer consulting programs.

Rusty Madsen is a financial advisor at Edward Jones in Post Falls, ID, holding a Series 66 designation. He has industry experience beginning in 2014 with prior roles at Columbia Bank, Numerica Credit Union, and Wheatland Bank. Outside of his advisory work, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices nationwide.

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 with LPL Financial in Spokane Valley, WA, holding a Series 66 designation and nine years of industry experience. She has worked with Financial Advocates Investment Management since 2018 and has been affiliated with LPL Financial since 2016. Outside of her advisory role, she hosts pets through Rover.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing research and model portfolios to provide both discretionary and non-discretionary management options.

Travis Clemons is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and seven years of industry experience. He has worked with Spokane Teachers Credit Union and CUSO Financial Services, among other roles within the financial sector. Clemons also maintains involvement with Spokane Teachers Credit Union through investment services offered under the trade name STCU Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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. Outside of his advisory role, he works as a health and fitness coach with Team Beachbody. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by model portfolios and research from LPL Research and third-party subadvisors.

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.