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Michael K

Series 63, Series 65

Spokane, WA

LPL Financial

Michael King is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research-supported model portfolios.

College savings (529s, UTMA, etc.)
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Shane A

Series 66

Spokane, WA

Thrivent Investment Management

Shane Austin is a financial advisor with Thrivent Investment Management in Spokane, WA, holding a Series 66 designation and three years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2022. Prior to his current role, he worked at Real Life Spokane for 11 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive goal-based planning on a range of topics without discretionary trading authority, allowing clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Anna B

CFP®, Series 66

Spokane, WA

LPL Financial

Anna Bowers is a CFP® professional with 13 years of industry experience, currently serving as an advisor at LPL Financial in Spokane, WA. Her prior experience includes roles at Spokane Teachers Credit Union, Charles Schwab, Bank of America, Merrill, and Umpqua Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven portfolio management.

College savings (529s, UTMA, etc.)
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Joseph C

CFP®, ChFC®, Series 63, Series 66

Spokane, WA

Raymond James & Associates

Joseph Carter is a financial advisor with Raymond James & Associates in Spokane, WA, holding CFP® and ChFC® designations and bringing 24 years of industry experience. He previously worked at Edward Jones for 14 years before joining Raymond James in 2025. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Aaron N

Series 63, Series 65

Spokane, WA

Cetera

Aaron Norris is a financial advisor at Cetera with seven years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Numerica Credit Union and Washington Trust Bank. Before his financial career, he worked at Pizza Hut and was a student until 2017. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates as a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Rickey B

Series 63, Series 66

Airway Heights, WA

Cambridge Investment Research Advisors

Rickey Bowen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012. Outside of advising, Bowen is involved in independent insurance sales and operates a travel agency under the name Goldrush Getaways. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and model-based strategies tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Jalissa A

Series 66

Spokane, WA

Merrill

Jalissa Adamson is a Wealth Management Advisor specializing in providing clients with customized financial strategies aimed at supporting their lifetime goals and aspirations. She brings extensive experience in wealth management, focusing on areas such as college education planning, divorce transition planning, personal retirement planning, portfolio management services, and small business strategies. Jalissa’s background includes over four decades in the financial services industry, including significant expertise in capital markets and securities trading. She holds a Bachelor’s degree in business finance from the University of Minnesota and maintains professional certifications such as CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach emphasizes integrity, discipline, and professionalism in client relationships. Outside her professional pursuits, Jalissa engages in personal interests such as boating, fishing, scuba diving, and spending time with her family. She is affiliated with Merrill Lynch Wealth Management and applies her expertise to deliver comprehensive investment, financial, and retirement planning services.

Wealth management General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business Financial Management
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Bryce P

CFP®, Series 66

Spokane, WA

Cetera

Bryce Powers is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Voya Financial Advisors and multiple positions at Whitworth University. Powers is also involved in selling fixed insurance products and operates a financial and insurance services business under the name WealthMap Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a national network of independent advisors. The firm offers a range of portfolio management and retirement services, employing a multi-manager platform that includes affiliated and third-party managers, with program structures designed for both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Benjamin L

Series 66, Series 63

Spokane, WA

Equitable Advisors

Benjamin Ladner is a financial advisor at Equitable Advisors with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Equitable Advisors since 2021 and has held various positions in retail and service industries, including roles at Albertsons, Advanced Fire Systems, and Washington State University. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and endorsed third-party managed account platforms, with a mix of discretionary and non-discretionary asset management.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Cody M

Series 63, Series 65

Spokane, WA

Fidelity

Cody Maschmeier is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Fidelity Investments in various roles since 2008. Outside of his advisory work, he is involved in property management and bookkeeping through his role as organizer of Torre Tenebrosa, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
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Corey R

Series 66

Spokane Valley, WA

Cetera

Corey Ross is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. He has worked with firms including LPL Financial and has been affiliated with Cetera since 2017. Ross is also the executive director of The Extra Mile Academy, a nonprofit focused on financial literacy. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform with diverse program options and manages over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Casey G

Series 63, Series 66

Spokane Valley, WA

Edward Jones

Casey Getty is a financial advisor with Edward Jones in Spokane Valley, WA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor network, broad range of advisory programs, and affiliated capabilities including a trust company and proprietary mutual funds.

General retirement planning Retired Founder/Business Owner Executive
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Jeffery S

Series 63, Series 66

Spokane, WA

Cetera

Jeffery Schlenker is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career includes roles at Raymond James Financial Services, Umpqua Bank, Columbia Wealth Advisors, and Washington Trust Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Daryce W

CFP®, Series 63, Series 66

Spokane, WA

LPL Financial

Daryce Wyborney is a CFP® certificant with 39 years of industry experience, currently advising clients at LPL Financial since 2021. She has previously worked with Waddell & Reed and maintains a long-standing affiliation with Volunteers of America. Outside of her advisory work, she is co-owner of a family business, Don Sorensen LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by both internal and third-party research and provides discretionary and non-discretionary management services.

College savings (529s, UTMA, etc.)
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Brian M

Series 66

Spokane, WA

LPL Financial

Brian Munson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Waddell & Reed, Inc. Outside of his advisory work, he has been involved with Young Life College and Shadle High School since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement consulting, and brokerage services, supported by research and model portfolios from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Joshua S

Series 66

Spokane Valley, WA

Edward Jones

Joshua Simmons is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. 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 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Blake J

Series 66

Spokane, WA

Robert Baird & Co.

Blake Jensen is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and previously worked for KHQ-TV for 12 years before joining R.W. Baird. Blake is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Melissa W

Series 66

Spokane, WA

OSAIC

Melissa Williams is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining OSAIC in 2024, she worked at Centaurus Financial Inc. for nine years and has maintained a position with Star Financial and Insurance Services Inc. since 2009. Outside of her advisory role, Williams serves on the advisory board for Spokane County Animal Control, participating in community discussions about animal welfare policies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, and access to multiple third-party investment solutions, employing asset-allocation tools and risk-tolerance assessments to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alexander P

Series 66

Spokane, WA

Merrill

Alexander Prugh is a Financial Advisor with Merrill Lynch Wealth Management, based in Spokane, Washington. He works with individuals, families, and business owners to develop tailored financial strategies aimed at building and preserving wealth. His services include retirement planning, investment management, and wealth transfer strategies, with an emphasis on clear communication and personalized planning. Alexander has been in the financial industry since 2022, bringing a results-oriented mindset shaped by his 15 years as a professional golfer. He earned a Bachelor's Degree from the University of Washington and holds the Chartered Retirement Planning Counselor (CRPC) designation. Prior to his financial career, Alexander competed professionally on the PGA Tour and Korn Ferry Tour, with notable achievements including a win at the 2009 Michael Hill New Zealand Open. Outside of his professional work, Alexander is involved with community organizations such as All Saints Catholic School, South Hill Little League, and the Wishing Star Foundation. He enjoys biking, fishing, football, golfing, hiking, skiing, spending time with his family, and traveling.

General retirement planning Wealth management Retirement income strategy Multi-generational wealth transfer Retirement withdrawal strategies
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Michelle C

Series 66

Spokane, WA

Edward Jones

Michelle Courson is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy ESG / Sustainable investing Retired Founder/Business Owner Executive
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