Taryn Weiks is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Financial Advocates Investment Management. Outside of her advisory role, she provides pet sitting services through Rover.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

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 in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes prior roles at UBS Financial Services and Piper Sandler & Co., totaling over three decades before joining Wells Fargo Advisors in 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and planning tools to develop tailored client 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.

Patrick Day is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Parkland Securities, among other firms. Outside of financial services, he serves as secretary for International House of Travel, assisting with the coordination of wine tours. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Rease Morin is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, Morin worked at Financial Advocates Investment Management and Financial Advocates. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Bruce Schmitt is a financial advisor at Thrivent Investment Management with 38 years of industry experience. He has been with Thrivent Investment Management and THRIVENT Financial since 2002. He holds the Series 63, Series 65, and Series 66 designations and is based in Spokane, WA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics. The firm combines goal-based analyses with a managed-account program under a consolidated billing option while maintaining separate planning and portfolio management services.

Curtis Stanford is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he referees youth basketball games on a part-time basis in Spokane, WA. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software and offers a range of specialized planning programs including recent additions like Divorce Planning.

Dennis Tomlinson is a financial advisor at Edward Jones with 21 years of industry experience, all of which have been with the firm since 2005. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he occasionally serves as a licensed pastor performing weddings and fill-in preaching at Life Center North Church in Spokane, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Stacey Casey is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Washington Trust Bank, Numerica Credit Union, Wells Fargo Clearing, and U.S. Bancorp Investments. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Brett Hober is a financial advisor at Robert W. Baird, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2017. His prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Brett is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Travis Stolcis is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, Financial Management, Inc., MSI Financial Services, Inc., and Valic Financial Advisors. 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 advisory and brokerage services, including financial planning, managed portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Mark Kinney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Cetera, Numerica Credit Union, and Thrivent Financial. 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 access to institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, Butler is a design consultant for a residential remodeling company and serves as a strategic advisor at a law firm owned by his wife. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment process with options for discretionary management and third-party strategies, supported by a multi-advisor platform and a complex network of affiliated entities.