Joseph Carter is a financial advisor with Raymond James & Associates in Spokane, WA, holding CFP® and ChFC® designations and bringing 24 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Aaron Norris is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Numerica Credit Union and Washington Trust Bank. Before his financial career, he worked at Pizza Hut and was a student until 2017. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Rickey Bowen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012. Outside of advising, Bowen is involved in independent insurance sales and operates a travel agency under the name Goldrush Getaways. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based strategies tailored to client needs.

Jalissa Adamson is a Wealth Management Advisor specializing in providing clients with customized financial strategies aimed at supporting their lifetime goals and aspirations. She brings extensive experience in wealth management, focusing on areas such as college education planning, divorce transition planning, personal retirement planning, portfolio management services, and small business strategies. Jalissa’s background includes over four decades in the financial services industry, including significant expertise in capital markets and securities trading. She holds a Bachelor’s degree in business finance from the University of Minnesota and maintains professional certifications such as CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach emphasizes integrity, discipline, and professionalism in client relationships. Outside her professional pursuits, Jalissa engages in personal interests such as boating, fishing, scuba diving, and spending time with her family. She is affiliated with Merrill Lynch Wealth Management and applies her expertise to deliver comprehensive investment, financial, and retirement planning services.

Bryce Powers is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Voya Financial Advisors and multiple positions at Whitworth University. Powers is also involved in selling fixed insurance products and operates a financial and insurance services business under the name WealthMap Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a national network of independent advisors. The firm offers a range of portfolio management and retirement services, employing a multi-manager platform that includes affiliated and third-party managers, with program structures designed for both discretionary and non-discretionary account management.

Benjamin Ladner is a financial advisor with Equitable Advisors in Spokane, WA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Albertsons, Advanced Fire Systems, and Washington State University. He also worked at Creek at Qualchan Golf Course for two years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, delivering services through a network of Investment Adviser Representatives and third-party asset managers.

Cody Maschmeier is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity Investments in various roles since 2008. Outside of his advisory work, he is involved in property management and bookkeeping through his role as organizer of Torre Tenebrosa, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and long-term asset allocation benchmarks.

Corey Ross is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. He has worked with firms including LPL Financial and has been affiliated with Cetera since 2017. Ross is also the executive director of The Extra Mile Academy, a nonprofit focused on financial literacy. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform with diverse program options and manages over $256 billion in assets.

Jeffery Schlenker is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at Raymond James Financial Services, Umpqua Bank, Columbia Wealth Advisors, and Washington Trust Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Daryce Wyborney is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial. Her career includes extensive experience with Waddell & Reed and various insurance carriers, alongside operating her own advisory practice since 2004. She is also co-owner of a family business, Don Sorensen LLC, which is unrelated to investment activities, and has been involved with Volunteers of America since 2010. 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 advisers, combining scale with a broad suite of advisory and non-advisory financial products.

Brian Munson is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and 16 years of industry experience. He previously worked at Ameriprise Financial Services and Waddell & Reed, Inc. Outside of his advisory role, Munson has served at Shadle High School and Young Life College since 2018. 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 investment management solutions, incorporating both proprietary and third‑party model portfolios and tools.

Blake Jensen is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for KHQ-TV for 12 years before joining R.W. Baird. Blake is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Melissa Williams is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining OSAIC in 2024, she worked at Centaurus Financial Inc. for nine years and has maintained a position with Star Financial and Insurance Services Inc. since 2009. Outside of her advisory role, Williams serves on the advisory board for Spokane County Animal Control, participating in community discussions about animal welfare policies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple third-party investment solutions, employing asset-allocation tools and risk-tolerance assessments to manage portfolios across various asset classes.

Alexander Prugh is a Financial Advisor with Merrill Lynch Wealth Management, based in Spokane, WA. He focuses on helping individuals, families, and business owners develop tailored financial strategies to build and preserve wealth. His services include retirement planning, investment management, and wealth transfer strategies. Before entering the financial industry in 2022, Alexander competed professionally as a golfer on the PGA Tour and Korn Ferry Tour for 15 years. He applies the goal- and result-oriented mindset from his athletic career to advising clients. Alexander holds a Bachelor's Degree from the University of Washington and the Chartered Retirement Planning Counselor (CRPC) designation. Alexander is involved in his community through organizations such as All Saints Catholic School, South Hill Little League, Gonzaga Prep Boys Golf, and the Wishing Star Foundation. He enjoys biking, fishing, football, golfing, hiking, skiing, spending time with his family, and traveling.

Michelle Courson is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

John Zalevits is a financial advisor with LPL Financial based in Spokane, WA, holding a Series 66 credential and 28 years of industry experience. His prior experience includes 24 years at Waddell & Reed, Inc. and running his own firm, John Zalevits LLC, for nine years. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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 Series 66 licensed financial advisor with LPL Financial, based in Spokane, WA. He has 10 years of industry experience, including prior roles at Waddell & Reed, Inc. and various insurance agencies. Perry is also involved with organizations such as the American Red Cross and the Eagle Ridge Homeowners Association. 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 a large network of investment adviser representatives.

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.