John Zalevits is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and 28 years of industry experience. His career includes 24 years at Waddell & Reed, Inc. and nine years managing John Zalevits LLC. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Elenor Drick is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2012 and joined Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rhonda Maddelina is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory work, she serves as power of attorney for her mother and estate executor for her father. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Curtis Spores is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Ameriprise Financial Services and served six years in the United States Air Force. Edward Jones is a full-service wealth management firm that serves 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.

Scott Murock is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He is also a member and manager of STRAC LLC, a commercial real estate business based in Spokane, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors.

Phillip Hansen is a financial advisor with LPL Financial in Spokane Valley, WA, holding a Series 66 designation and 19 years of industry experience. He has worked with Trustage/CMG/CBSI since 2009 and joined LPL Financial in 2022. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brenna Piper is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 designation and four years of industry experience. She has worked at JPM Chase Bank NA and Chase, and earlier at Mountain West Bank. Outside of her advisory role, she is part owner of a hobby farm in Spokane Valley, WA, where she assists with animal care and a self-service goat feeder. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary programs supported by an in-house manager solutions team and centralized due diligence.

Neil Hornor is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America and Wells Fargo Clearing. In addition to his advisory role, he manages a consulting business, Discovery Solutions LLC, which assists law offices with the discovery portion of trial preparation. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households, pension and corporate plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Orlando Ferraro is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2019 and owns Core Financial Group, where he provides investment and insurance services. Additionally, he works as a health insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various program options, supporting both discretionary and non-discretionary portfolio management and financial planning.

Jacob Perry is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 10 years of industry experience. He has previously worked with Waddell & Reed, Inc., and has been involved with organizations such as the American Red Cross and Whitman Hospital. Perry also serves with the Eagle Ridge Homeowners Association. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support both discretionary and non-discretionary management.

Jacob Whitman is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management, Equitable Advisors, and Goodale and Barbieri Company. Outside of his advisory role, he is involved with educational services in Washington State, contracting to manage professional development programs for teachers. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved software and structured planning engagements.

Jack Monaghan is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 25 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in Lofty Goals Aviation, LLC, a business formed with his wife to buy and operate an airplane. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Jeffrey Reynolds is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

John Babin is a financial advisor with OSAIC, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. for over two decades. Outside of advising, he serves as a certified US Lacrosse official and is involved with Headsman Records, assisting in artist development and event coordination. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to manage portfolios that may include a variety of investment vehicles.

Edward Kuharski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Before joining LPL Financial in 2021, he worked for RBC Capital Markets Corporation for 13 years. He also provides tax preparation and accounting services outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches with access to proprietary and third-party research.

Mary Hamby is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and eight years of industry experience. She has been with RBC Capital Markets LLC since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management capabilities.

Gina Weberg is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior roles include positions at Riverfront Legacy Group and a long period as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed-account services through its WealthPlan program.

Erik Pedersen is a CFP® professional with 25 years of experience in the financial services industry. He is currently with LPL Financial and has held prior roles at Charles Schwab Bank, Charles Schwab & Co., HighTower Securities, UBS Financial Services, and Fidelity Brokerage Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management with access to diverse model portfolios and research resources.

Shannon Gross is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm emphasizes research-driven investment solutions and operates a large network of advisors serving diverse client needs.

Eric Conway is a financial advisor with Edward Jones in Spokane Valley, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and also has a long-standing involvement with Media One Creative. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.