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 at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. She has operated Macaulay & Associates as a separate business entity alongside her advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, combining traditional approaches with technology tools to support both discretionary and non-discretionary account management.

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.

Lauren Sondalle is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2020 and brought 16 years of experience in working closely with individuals and business owners. Her approach focuses on empowering clients to achieve their goals and build confidence in their financial futures. Lauren specializes in managing new wealth, socially responsible and values-based investing, ESG investing, and retirement income planning. She holds the Personal Investment Advisor (PIA) designation, a Bachelor's Degree from Eastern Washington University, and a High School Diploma/GED from Fallbrook Union High School. In addition to her professional work, Lauren is involved in community organizations such as 2nd Harvest, Habitat for Humanity, and S.N.A.P. Her personal interests include cooking, gardening, music, reading, and spending time with her family.

Timothy Benton is a Series 66-licensed financial advisor with Edward Jones in Spokane, WA, bringing four years of industry experience. Prior to joining Edward Jones in 2022, he spent seven years at Herff Jones Yearbooks / Varsity Brands. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products, supported by a nationwide network of over 23,000 advisors.

Brian Mc Cann is a financial advisor with Morgan Stanley in Spokane, WA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2017. Outside of finance, Mc Cann is a self-employed musician and serves as an adjunct instructor in the Music Department at Gonzaga University. He also holds a leadership role as Vice President and board member of the Spokane Jazz Society. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Eric Coltrain is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including WE Financial Partners, Waddell & Reed, Cuso Financial Services, and Numerica Credit Union. His practice is based in Spokane, WA. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.

Kim Bosold is a financial advisor at Ameriprise with 41 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. since 1985, including her current position since 2020. Bosold holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael King is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cuna Brokerage Services, Cuna Mutual Group, and D.A. Davidson & Co. He is associated with Global Retirement & Investment Services, a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

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.”

Anna Bowers is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. She has held prior roles at Spokane Teachers Credit Union, CUSO Financial Services, Cetera, Charles Schwab, Bank of America, Merrill, and Umpqua Bank. Bowers also provides investment products and services through LPL Financial under the trade name STCU Investment 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial activities.

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.

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.

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.

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.

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.

Benjamin Ladner is a financial advisor with Equitable Advisors in Spokane, WA, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Albertsons, Advanced Fire Systems, and Washington State University. He also worked at Creek at Qualchan Golf Course for two years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, delivering services through a network of Investment Adviser Representatives and third-party asset managers.

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.