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.

Jack Monaghan is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in Lofty Goals Aviation, LLC, a family business formed to buy and operate an airplane. 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 services including financial planning, model portfolios, and institutional platforms, utilizing both proprietary and third-party investment strategies.

John Babin is a financial advisor with OSAIC, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over two decades. Outside of advising, he serves as a certified US Lacrosse official and is involved with Headsman Records, assisting in artist development and event coordination. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to manage portfolios that may include a variety of investment vehicles.

Edward Kuharski is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. Prior to joining LPL Financial in 2021, he worked at RBC Capital Markets Corporation for 13 years. In addition to his advisory role, he provides tax preparation and accounting services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory solutions that include discretionary and non-discretionary strategies supported by technology tools and extensive resources.

Mary Hamby is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and eight years of industry experience. She has been with RBC Capital Markets LLC since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Gina Weberg is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior roles include positions at Riverfront Legacy Group and a long period as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed-account services through its WealthPlan program.

Erik Pedersen is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2026, he worked at firms including Charles Schwab, HighTower Securities, UBS Financial Services, Fidelity, and Ameriprise. 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 that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Shannon Gross is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm emphasizes research-driven investment solutions and operates a large network of advisors serving diverse client needs.

Vanessa Taylor is a financial advisor with UBS Financial Services in Spokane, WA, holding Series 63 and Series 66 licenses and possessing six years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab & Co. from 2020 to 2023, and at Washington Trust Bank from 2015 to 2020. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client strategies.

Jenifer Champlin is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years. Outside of her advisory role, she is involved with ChampLegacy, a rental real estate 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, and institutional clients. The firm delivers tailored non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

Tricia Jutras is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. 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.

Robert Kuharski is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of his advisory role, he serves as an advisor to Spokane Public Schools Career and Technical Education, assisting educators with financial literacy topics for high school students. Charles Schwab & Co., Inc. serves 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custodial and operational structures.

Travis Messinger is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Vorpahl Wing Advisors, Inc. for one year. He is involved with Fulcrum Financial Group, an entity 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 comprehensive operational and research tools.

Michael Craggett Jr. is a Series 66-credentialed advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2016. His prior work includes roles at Ameriprise, D.A. Davidson & Co., Chase Investment Services Corp., Wamu Investments, Inc., and Merrill. He is involved with several financial institution duties, including advisory roles with ALPS Federal Credit Union and High Peaks Federal Credit Union. 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 financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Colin Mc Mahon is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked in roles related to golf course and casino operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Chelsea Updegrove is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Parrish & Grove for five years and The Lands Council for eight years. Outside of her advisory role, she owns Wildflower Florals, a small florist business that arranges flowers for weddings and events on a limited basis for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Nikolay Bashmachnikov is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Zions Bank. He is based in Spokane, WA. 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.

Tracy Taylor is a financial advisor at Morgan Stanley with 38 years of industry experience. They have been with Morgan Stanley Smith Barney since 2009 and hold Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, employing firm-approved tools and methodologies to model potential outcomes.

Shawn Peroff is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and 30 years of industry experience. His previous roles include positions at Raymond James Financial Services, Citigroup Global Markets, Merrill, and operating Peroff Financial Group. He has also been involved in local soccer organizations. 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 third-party asset management, supported by a large network of investment adviser representatives.

Jeffrey Davies is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and Charles Schwab Bank since 1996 and 2005, respectively. He is based in Spokane, WA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment program.