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 21 years of industry experience, currently serving at LPL Financial since 2012. He operates as an independent insurance agent and is also an author, engaging in publishing activities including book sales and related appearances. Additionally, he teaches periodically at college campuses, including Whitworth University. 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. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios, third-party subadvisors, and advanced technologies.

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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 who holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Mass Mutual, he worked at New York Life Insurance Co and Nylife Securities LLC. Outside of his advisory work, Curtis referees youth basketball games for Spokane Basketball Officials on a part-time basis. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and charitable organizations, using firm-approved tools to develop written recommendations within collaborative, annual planning engagements.

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 with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Numerica Credit Union, and Washington Trust Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform with over $256 billion in assets under management.

Brett Hober is a financial advisor with Robert W. Baird & Co. in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His work history includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Robert W. Baird in 2017. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager monitoring.

Travis Stolcis is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at LPL Financial as well as Financial Advocates Investment Management and Financial Management, Inc. He operates a related business under the name Belle Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a nationwide network of investment adviser representatives.

Mark Kinney is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Cetera, Numerica Credit Union, and Thrivent Financial. He holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has prior experience at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, he works as a design consultant for a residential remodeling firm and serves as a strategic advisor for Butler Law PC, a family-owned legal practice. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include a range of asset classes and employs various third-party platforms and investment solutions.

Ladonna Beaumont is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Spokane Teacher Credit Union, Cuso Financial Services, CUNA Brokerage Services, and Cuna Mutual Group. She is also a volunteer with the Rotary Club of Coeur d’Alene Sunrise. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Daniel Murphy is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for FSC Securities Corporation for 14 years. Outside of his advisory role, he operates an independent life, health, and disability insurance practice and is involved with an insurance agency selling Medicare supplement plans. Osaic Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services using various asset-allocation tools and offers access to multiple managed account solutions and third-party money managers.

Wade Schertenleib is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has previously worked with CUSO Financial Services, Numerica Credit Union, and Waddell & Reed, Inc. Schertenleib has also been involved with the Spokane Parks Foundation and the Chase Youth Foundation. 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 offers a variety of advisory programs and financial planning services, supporting both discretionary and non-discretionary account management with access to model portfolios and research from multiple sources.

Martha Bereiter is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Family Learning Organization since 2008. Outside of her advisory role, she is an independent sales representative for Scout & Cellar and engages in part-time sales of non-investment home products and mortgage-related services. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by discretionary management and custodial services through third parties.

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.