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.

Rhianna Scates is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investments Inc. since 2018 and has been associated with Primerica Financial Services since 2015. Outside of her advisory role, she participates in multi-level marketing with Doterra and works part-time in grocery delivery services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, with trading and execution delegated to BNY Mellon Advisors.

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 licenses and has four years of industry experience. His work history includes positions at several firms and organizations, such as Albertsons, Advanced Fire Systems, and Washington State University. He also spent two years working at Creek at Qualchan Golf Course. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Cody Maschmeier is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity since 2008, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he is involved in managing and organizing several business entities focused on property management and bookkeeping. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

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.

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.

Jeffery Schlenker is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work 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, employer-sponsored 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 third-party money managers.

Daryce Wyborney is a CFP®-certified financial advisor with 39 years of industry experience, currently affiliated with LPL Financial. Her career includes extensive experience with Waddell & Reed and various insurance carriers, alongside operating her own advisory practice since 2004. She is also co-owner of a family business, Don Sorensen LLC, which is unrelated to investment activities, and has been involved with Volunteers of America since 2010. 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 financial planning and investment management services through a large network of advisers, combining scale with a broad suite of advisory and non-advisory financial products.

Brian Munson is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and 16 years of industry experience. He previously worked at Ameriprise Financial Services and Waddell & Reed, Inc. Outside of his advisory role, Munson has served at Shadle High School and Young Life College since 2018. 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 other institutions. The firm offers a range of financial planning and investment management solutions, incorporating both proprietary and third‑party model portfolios and tools.

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.

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.

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.

Alexander Prugh is a Financial Advisor with Merrill Lynch Wealth Management based in Spokane, Washington. He assists individuals, families, and business owners in developing personalized financial strategies aimed at building and preserving wealth. His services include retirement planning, investment management, and wealth transfer strategies, emphasizing clear communication and long-term client relationships. Before transitioning into finance in 2022, Alexander was a professional golfer for 15 years, competing on the PGA Tour and Korn Ferry Tour. He brings a goal- and result-oriented mindset from his athletic career to his financial advisory practice. Alexander holds a Bachelor's Degree from the University of Washington and holds designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Alexander is involved in his local community through organizations such as All Saints Catholic School, Gonzaga Prep Boys Golf, South Hill Little League, and the Wishing Star Foundation. His personal interests include biking, fishing, football, golfing, hiking, skiing, spending time with his family, and traveling.

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.

John Zalevits is a financial advisor with LPL Financial based in Spokane, WA, holding a Series 66 credential and 28 years of industry experience. His prior experience includes 24 years at Waddell & Reed, Inc. and running his own firm, John Zalevits LLC, for nine years. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.