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 with Cetera, holding Series 63 and Series 66 licenses and 24 years of industry experience. His career 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, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

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, WA. He focuses on helping individuals, families, and business owners develop tailored financial strategies to build and preserve wealth. His services include retirement planning, investment management, and wealth transfer strategies. Before entering the financial industry in 2022, Alexander competed professionally as a golfer on the PGA Tour and Korn Ferry Tour for 15 years. He applies the goal- and result-oriented mindset from his athletic career to advising clients. Alexander holds a Bachelor's Degree from the University of Washington and the Chartered Retirement Planning Counselor (CRPC) designation. Alexander is involved in his community through organizations such as All Saints Catholic School, South Hill Little League, Gonzaga Prep Boys Golf, and the Wishing Star Foundation. He enjoys 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.

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, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Trustage/CMG/CBSI, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also associated with Horizon Retirement & Investments. 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, model portfolio programs, and institutional platforms, supported by technology and extensive financial product offerings.

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 Series 66 licensed financial advisor with LPL Financial, based in Spokane, WA. He has 10 years of industry experience, including prior roles at Waddell & Reed, Inc. and various insurance agencies. Perry is also involved with organizations such as the American Red Cross and the Eagle Ridge Homeowners Association. 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 institutional platforms, supported by a large network of investment adviser representatives.