Jonna Damiano is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including First Interstate Bank, Cetera, Columbia Bank, and Spokane Federal Credit Union. Damiano serves on the boards of the Meade High School Booster Club and the Cat Scramble Annual Golf Tournament, both nonprofit organizations. LPL Financial is a registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources to support diversified and alternative investment strategies.

David Himebaugh is a financial advisor at Raymond James & Associates in Spokane, WA, holding Series 63 and Series 65 licenses with 39 years of industry experience. Prior to joining Raymond James in 2025, he spent 10 years at Robert W. Baird & Co. Outside of his advisory work, Himebaugh owns and operates Northwest Taekwondo Academy, where he provides martial arts instruction. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by comprehensive research and multiple portfolio management styles.

Madison Underwood is a CFP® and holds a Series 66 license, with one year of industry experience. She is currently affiliated with Raymond James Financial and Summit Financial Group, having previously worked at Hightower Advisors and Mercer Advisors. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a related municipal advisor.

Erica Storey is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 66 licenses and has four years of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Oakland Companies, LLC, and Western Governors University. Outside of her advisory work, she has involvement with a rental property business. 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, supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Betz is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Zach Saugen is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA. He has four years of industry experience and has been with Thrivent since 2021. Outside of his advisory role, he serves on the Financial Counsel for his local church, providing financial oversight and accountability to senior leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and planning across various topics. The firm allows clients to integrate planning with managed-account services while maintaining separate engagements.

Michael Metcalf is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. His prior roles include positions at Ameritas Investment Corp and Property Casualty Insurance, along with operating Metcalf Financial Services, Inc. since 1980. Outside of finance, he is involved with Gibby Media Group, a media enterprise he has been part of since 1994. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and leveraging research and model portfolios from multiple sources.

Christopher Wittman is a Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, focusing on working with executives and individuals to transform their financial futures and achieve personal financial goals. His expertise includes family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His education includes a High School Diploma from University High School and coursework at St. Cloud State University. Raised in Spokane, Christopher currently resides there with his wife and two children. He is involved in community activities such as Spokane Indians Little League and St. Aloysius Gonzaga Catholic School. His personal interests include hiking, running, and traveling.

Jared Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing a career that began in 1997 to serve a diverse clientele across Washington and ten additional states. With extensive experience, Jared focuses on personalized wealth management strategies tailored to clients' long-term goals. His expertise covers areas including college education planning, family wealth management, legacy and retirement planning, socially responsible investing, tax minimization, and portfolio management services. Jared’s approach emphasizes a thorough understanding of each client’s unique financial situation and priorities, fostering relationships through a planning-based process that involves both spouses to capture comprehensive insights. He structures investment portfolios to navigate fluctuating market conditions, focusing on risk mitigation and inflation impact. Jared works with a broad spectrum of clients such as business owners, physicians, corporate executives, and individuals from multiple generations aiming to achieve financial security and retirement readiness. He holds a Bachelor's degree from Central Washington University and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jared also dedicates time to community service as a Mission Command Pilot for Angel Flight West, a volunteer medical transport organization. Outside of work, he enjoys adventure sports such as biking, boating, golfing, skiing, and spending time with his family in the Pacific Northwest.

Lindsay Burdett is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and three years of industry experience. She previously worked with CUSO Financial Services, LP and JMK & Associates. Burdett serves on the board of the nonprofit All Heart Infusion. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Sean Mahoney is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Edward Jones, he worked for MFS Fund Distributors Inc for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Ryan Price is a CFP®-certified financial advisor with Edward Jones in Spokane, WA, where he has worked for nine years. Prior to joining Edward Jones, he held positions at Gamble Sands Golf Course and Chelan Fresh Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Logan Phillips is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc. His background also includes roles in various businesses outside finance, such as River City Pizza and Mega Wash. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and employing model portfolios and research from multiple sources.

Davin Casper is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 credential. He has been with Edward Jones since 2012, accumulating over a decade of industry experience. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Gina Morais is a CFP®-credentialed financial advisor with 10 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. She previously worked at Minnesota Life and Securian Financial Services Inc. Outside of her advisory work, she operates a rental property that includes an in-law unit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

Adam Arzner is a financial advisor with UBS Financial Services in Spokane, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Pacific Residential Mortgage. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and investment strategies to client goals and risk tolerances.

Colleen Macaulay is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include long tenures at KMS Financial Services and Arbor Point Advisors. She has also operated Macaulay & Associates since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Ted Thomas Jr. is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved as a sales consultant for wellness products through Nikken. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of managed account strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard with a large nationwide network of advisors and branches.

Elisabeth Hawley is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and bringing 22 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with tailored investment strategies and integrated capital markets capabilities.

Joshua Lake is a financial advisor with Edward Jones in Spokane, WA. He holds a Series 66 designation and has five years of industry experience, including roles as Principal from 2012 to 2021 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.