Stacey Casey is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Washington Trust Bank, Numerica Credit Union, Wells Fargo Clearing, and U.S. Bancorp Investments. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Brett Hober is a financial advisor at Robert W. Baird, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2017. His prior experience includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Brett is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, utilizing a mix of manager-traded and model-traded strategies supported by internal research and technology.

Travis Stolcis is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, Financial Management, Inc., MSI Financial Services, Inc., and Valic Financial Advisors. 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, managed portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Mark Kinney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Cetera, Numerica Credit Union, and Thrivent Financial. 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, model portfolio programs, and access to institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, Butler is a design consultant for a residential remodeling company and serves as a strategic advisor at a law firm owned by his wife. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment process with options for discretionary management and third-party strategies, supported by a multi-advisor platform and a complex network of affiliated entities.

Ladonna Beaumont is a financial advisor with LPL Financial based in Spokane, WA, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. Her prior roles include positions at Spokane Teacher Credit Union, Cuso Financial Services, CUNA Brokerage Services, and Morgan Stanley. She volunteers with the Rotary Club of Coeur d’Alene Sunrise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Daniel Murphy is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 14 years. Outside his advisory role, Murphy operates a sole proprietorship addressing life, health, and disability insurance needs and is involved in selling Medicare supplement insurance through an independent agency. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of managed account programs and third-party manager options.

Wade Schertenleib is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with WE Financial Partners, Waddell & Reed, CUSO Financial Services, and Numerica Credit Union. Schertenleib has also been involved with the Chase Youth Foundation and Spokane Parks Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, serving a broad client base through a large network of investment adviser representatives.

Martha Bereiter is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Family Learning Organization since 2008. Outside of her advisory role, she is an independent sales representative for Scout & Cellar and engages in part-time sales of non-investment home products and mortgage-related services. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by discretionary management and custodial services through third parties.

Thor Anderson is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Carole Amsbury is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been advising clients since 2000. She specializes in providing goals-based wealth management strategies tailored to help clients achieve both short- and long-term financial objectives. Her areas of expertise include investment management, education funding, retirement income planning, tax minimization strategies, asset preservation, estate planning, and wealth transfer. Carole also offers clients access to individually recommended or combined strategies from Merrill or approved third-party investment managers. Carole holds a Bachelor of Science degree in Accounting from Florida State University, earned in 1983. She is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor™, in addition to being a qualified Portfolio Advisor. Starting her career as a Certified Public Accountant with a major accounting firm, she also has experience in the private real estate development sector. While she maintains her CPA designation, she does not provide tax advice in her current role. In her personal life, Carole is active in her community in Boca Raton, Florida, participating in ministries at St. Joan of Arc Catholic Church, supporting Friends of Gumbo Limbo, and coaching youth sports. She lives there with her husband and two children.

Jennifer Lucke is a financial advisor with Morgan Stanley in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in jewelry making as a sole proprietor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis.

Jonathan Merck is a CFP® professional with 17 years of industry experience, currently serving with Wells Fargo Clearing since 2016. He previously worked at Morgan Stanley from 2009 to 2013. Outside of his advisory role, he holds ownership interests in investment-related entities, including Merck Holdings LLC and Hoohee Enterprises, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cassidy Reiter is a financial advisor at LPL Financial in Spokane, WA, holding Series 66 and Series 63 licenses with over five years of industry experience. Prior to joining LPL Financial, Reiter worked at firms including 509 Wealth Management, Ameriprise Financial Services LLC, and MassMutual Northwest. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, 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.

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.

Peter Madison Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market return estimates.

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 a Series 66 designation and two years of industry experience. Prior to joining OSAIC in 2026, Foland worked at Foland Wealth Management and Tomato Street, and has experience with NBC Camps. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization.