Kiley Schenk is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation. Kiley has over a decade of industry experience, including roles at Edward Jones since 2018, and prior experience with To Market Northwest and Liberty School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Thor Anderson is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Carole Amsbury is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been advising clients since 2000. She specializes in providing goals-based wealth management strategies tailored to help clients achieve both short- and long-term financial objectives. Her areas of expertise include investment management, education funding, retirement income planning, tax minimization strategies, asset preservation, estate planning, and wealth transfer. Carole also offers clients access to individually recommended or combined strategies from Merrill or approved third-party investment managers. Carole holds a Bachelor of Science degree in Accounting from Florida State University, earned in 1983. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor™, in addition to being a qualified Portfolio Advisor. Starting her career as a Certified Public Accountant with a major accounting firm, she also has experience in the private real estate development sector. While she maintains her CPA designation, she does not provide tax advice in her current role. In her personal life, Carole is active in her community in Boca Raton, Florida, participating in ministries at St. Joan of Arc Catholic Church, supporting Friends of Gumbo Limbo, and coaching youth sports. She lives there with her husband and two children.

Jennifer Lucke is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in jewelry making as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis.

Jonathan Merck is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he holds ownership interests in several investment-related entities, including Merck Holdings LLC and Hoohee Enterprises, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment offerings.

Cassidy Reiter is a financial advisor at LPL Financial in Spokane, WA, holding Series 63 and Series 66 licenses. Reiter has experience working with several firms including 509 Wealth Management, Paul Hanson, Northwestern Mutual Investment Services, Symmetry Financial Group, Ameriprise Financial Services, and MassMutual Northwest. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided by investment adviser representatives using a variety of strategies.

Michael Brunelle is a financial advisor with Charles Schwab in Spokane, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America Corporation for 15 years and First Financial Northwest Bank for two years. Outside of advising, he has self-published a novel on Amazon. Charles Schwab serves primarily 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 along with integrated brokerage, custody, and financial planning services.

Tessina Sturges is a financial advisor at Thrivent Investment Management with Series 66 credentials and five years of industry experience. She has worked at Thrivent Financial since 2019 and previously at Resolve Financial Group, Inc. and Metropolitan Creditors Trust. Outside of advising, she serves on the Board of Directors for Riverview Retirement Community and works as an independent contractor performing data mining and transaction tracing for companies in bankruptcy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning and managed-account programs without discretionary trading authority, focusing on broad financial topics and delivering periodic reviews of recommendations.

Robyn Hutchinson is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of financial advising, she works as a sales associate in women's clothing retail. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing various third-party managers and advisory platforms.

London Foland is a financial advisor at OSAIC with Series 66 credentials and two years of industry experience. Prior to joining OSAIC, Foland worked at Foland Wealth Management and has held roles outside the financial industry, including four years with NBC Camps. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Donavan Welch is a financial advisor at Edward Jones in Spokane, WA, with 18 years of industry experience and a Series 66 designation. His career includes prior roles at Spokane Teachers Credit Union, Cuso Financial Services, Lp, and Valic Financial Advisors, as well as an earlier tenure at Edward Jones. Outside of his advisory work, he owns Welch Co., LLC, a holding company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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, operating under a fiduciary standard.

Caleb Stapp is a financial advisor with LPL Financial, holding a Series 66 credential and possessing six years of industry experience. His prior work includes roles at Edward Jones and the City of Deer Park. Outside of his advisory work, he is involved with Deep Creek Financial Planning under a DBA associated with his LPL 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 a large network of investment adviser representatives.

Joshua Clements Sampson is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2008. Outside of his advisory role, he is a co-founder of GraFin Boating, LLC, an entity established to manage shared boating assets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated funds under a fiduciary standard.

Payton Gray is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2017, Gray worked at Premier Partners Wealth Management and spent four years at Grand Canyon University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

David Himebaugh is a financial advisor at Raymond James & Associates in Spokane, WA, holding Series 63 and Series 65 licenses with 39 years of industry experience. Prior to joining Raymond James in 2025, he spent 10 years at Robert W. Baird & Co. Outside of his advisory work, Himebaugh owns and operates Northwest Taekwondo Academy, where he provides martial arts instruction. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by comprehensive research and multiple portfolio management styles.

Madison Underwood is a CFP® and Series 66-licensed financial advisor with two years of industry experience. She is currently with Raymond James Financial and has previously worked at Summit Financial Group, Hightower Advisors, and Mercer Advisors. Prior to her financial advisory career, she held positions at Robert Louis Stevenson School and California State University Monterey Bay. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Erica Storey is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 66 licenses and has four years of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Oakland Companies, LLC, and Western Governors University. Outside of her advisory work, she has involvement with a rental property business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Betz is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Zach Saugen is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA. He has four years of industry experience and has been with Thrivent since 2021. Outside of his advisory role, he serves on the Financial Counsel for his local church, providing financial oversight and accountability to senior leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and planning across various topics. The firm allows clients to integrate planning with managed-account services while maintaining separate engagements.

Michael Metcalf is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include 16 years at Ameritas Investment Corp and ongoing involvement with Metcalf Financial Services, Inc. since 1980. Outside of financial advising, he has been engaged with Gibby Media Group since 1994 in a non-investment capacity. 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, utilizing both proprietary and third-party investment strategies, and supports over 22,800 advisors managing more than $819 billion in assets.