Cassidy Reiter is a financial advisor with LPL Financial in Spokane, WA, holding Series 66 and Series 63 credentials. Reiter has experience with multiple firms including 509 Wealth Management, Ameriprise Financial Services LLC, and MassMutual Northwest. 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, supporting a broad range of investment strategies and leveraging technology for operational support.

Michael Brunelle is a financial advisor with Charles Schwab in Spokane, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Bank of America Corporation for 15 years and First Financial Northwest Bank for two years. Outside of advising, he has self-published a novel on Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management along with integrated brokerage, custody, and financial planning services.

Tessina Sturges is a financial advisor at Thrivent Investment Management with Series 66 credentials and five years of industry experience. She has worked at Thrivent Financial since 2019 and previously at Resolve Financial Group, Inc. and Metropolitan Creditors Trust. Outside of advising, she serves on the Board of Directors for Riverview Retirement Community and works as an independent contractor performing data mining and transaction tracing for companies in bankruptcy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning and managed-account programs without discretionary trading authority, focusing on broad financial topics and delivering periodic reviews of recommendations.

Robyn Hutchinson is a financial advisor at Equitable Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of financial advising, she works as a sales associate in women's clothing retail. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing various third-party managers and advisory platforms.

Nathan Brown is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation with two years of industry experience. His prior work includes roles in real estate, restoration, and sports and entertainment. Outside of his advisory role, he has been involved in property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated capabilities. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices.

London Foland is a financial advisor at OSAIC with Series 66 credentials and two years of industry experience. Prior to joining OSAIC, Foland worked at Foland Wealth Management and has held roles outside the financial industry, including four years with NBC Camps. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Donavan Welch is a financial advisor at Edward Jones in Spokane, WA, with 18 years of industry experience and a Series 66 designation. His career includes prior roles at Spokane Teachers Credit Union, Cuso Financial Services, Lp, and Valic Financial Advisors, as well as an earlier tenure at Edward Jones. Outside of his advisory work, he owns Welch Co., LLC, a holding company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

Joshua Clements Sampson is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2008. Outside of his advisory role, he is a co-founder of GraFin Boating, LLC, an entity established to manage shared boating assets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated funds under a fiduciary standard.

Payton Gray is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2017, Gray worked at Premier Partners Wealth Management and spent four years at Grand Canyon University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Jonna Damiano is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Ten Capital Wealth Management, First Interstate Bank, Cetera, and Ameriprise. She 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 national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with LPL Financial, holding the Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include 16 years at Ameritas Investment Corp and ongoing involvement with Metcalf Financial Services, Inc. since 1980. Outside of financial advising, he has been engaged with Gibby Media Group since 1994 in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, and supports over 22,800 advisors managing more than $819 billion in assets.

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 four years of industry experience. She has held roles at Spokane Teacher Credit Union, CUSO Financial Services, and JMK & Associates. Burdett serves on the board of the nonprofit All Heart Infusion. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by technology tools and oversees over $819 billion in discretionary assets.

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.