Kirby Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at LPL Financial since 2009 and previously spent a year at Waddell & Reed in 2003. Outside of advisory services, he is involved in providing non-variable insurance products, including term and whole life insurance, as well as health insurance to small business groups and individuals. 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 and access to third-party asset managers, supported by a large network of investment adviser representatives.

Matthew Steele is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Ryan Prestimonico is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He focuses on helping clients become better investors to work towards their financial goals. He has extensive experience in financial advisory roles, having previously served as Vice President and Financial Consultant at Charles Schwab from 2003 to 2018. Prior to that, he was a Financial Advisor at UBS - Paine Webber from 2002 to 2003 and an Investment Representative at Edward Jones from 2000 to 2002. Ryan holds a California Insurance License.

David Drumhiller is a CFP® professional affiliated with OSAIC who has 19 years of industry experience. His prior roles include positions at LPL Financial LLC, Washington State Employee Credit Union, and COUNTRY FINANCIAL. He serves as a commissioner for the City of Pullman and is an advisory council member for the Pullman Regional Hospital Foundation. OSAIC serves a broad mix of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services with a comprehensive investment approach that includes asset allocation tools, automated rebalancing, and access to third-party money managers.

Randy Norris is a financial advisor with Morgan Stanley in Clarkston, WA, holding a Series 66 designation and having 15 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory services.

Kadie Reichardt is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Moscow Realty for five years and TruStage for nineteen years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Ward is a financial advisor with LPL Financial based in Clarkston, WA, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Jeff Feuerstein and Waddell & Reed, Inc., as well as work with various insurance carriers. 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 and model portfolio programs, supported by technology tools and oversight of over $819 billion in discretionary assets.

Jason Plemons is a financial advisor at LPL Financial with 21 years of industry experience. His prior roles include positions at US Bank, Petersen Hastings, Interstate Aviation, and Waddell & Reed Inc. He holds Series 63, 65, and 66 licenses. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Christian Leer is a financial advisor with Edward Jones in Clarkston, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

William Skavdahl is a financial advisor with LPL Financial in Pullman, WA, holding a Series 66 credential and bringing 11 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience at Waddell & Reed, Inc. and various insurance agencies. Skavdahl serves on the boards of the Pullman Regional Hospital and the Community Action Center, both nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with diversified investment strategies, technology tools, and extensive financial products across advisory and non-advisory platforms.

Trevor Arnone is a Series 66-licensed financial advisor with Edward Jones in Clarkston, WA, where he has worked since 2011. He has 15 years of industry experience. Outside of his advisory role, he serves as a trustee on the board of the Tri State Hospital Foundation in Clarkston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated financial services beyond traditional advisory offerings.

Patrick Cruser is a CFP® and holds a Series 66 license. He has 17 years of experience in the financial industry and has been with Edward Jones since 2008. He is based in Clarkston, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, with approximately $1.01 trillion in assets under management supported by a network of more than 23,700 advisors nationwide.

Gregory Bloom is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Joseph Travis is a financial advisor with Stifel in Lewiston, Idaho, holding a Series 66 designation and 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Travis serves as a board member of the Lewis-Clark Valley Healthcare Foundation and is secretary of the Valley Off Road Bike Association, where he manages record-keeping for the nonprofit. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary methodologies for asset allocation and financial planning.

Lyn Brandt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Scott Baldwin is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Baldwin serves on the boards of Twin County United Way and Jackson’s Pay It Forward Foundation, organizations focused on community fundraising and support for children facing medical crises. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing analyses to support client decision-making across various financial planning areas.

Jessica Riehle is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Zions Bank and Vista Outdoor. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Shawn Greenfield is a Series 66-credentialed financial advisor with six years of industry experience, currently serving at Thrivent Investment Management. His prior roles include positions at Navitas and Washington State University. Outside of his advisory work, he is the CEO of Greenfields Photography and serves as treasurer and board member for Palouse Care Network, a nonprofit focused on supporting individuals facing unplanned pregnancy and sexual health concerns. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under consolidated billing.

Kendrick Jared is a financial advisor with Edward Jones in Clarkston, WA, holding a Series 66 designation and two years of industry experience. He previously served in multiple roles at Whitepine School District spanning from 2015 to the present. Jared also serves as the Region 2 1A Schools Representative on the board of the Idaho High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and offices.

Broadus Littlejohn III is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 66 credentials and bringing 16 years of industry experience. He worked at Covenant Investment Advisors, LLC from 2008 to 2020 before joining Thrivent Financial and Thrivent Investment Management in 2020. Outside of his advisory role, he serves as a board member for the Davenant Institute, a nonprofit focused on classical Protestant scholarship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option while maintaining these services as separate engagements.