Logan Phillips is a financial advisor at LPL Financial with three years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc. His background also includes roles in various businesses outside finance, such as River City Pizza and Mega Wash. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and employing model portfolios and research from multiple sources.

Davin Casper is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 credential. He has been with Edward Jones since 2012, accumulating over a decade of industry experience. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Gina Morais is a CFP®-credentialed financial advisor with 10 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. She previously worked at Minnesota Life and Securian Financial Services Inc. Outside of her advisory work, she operates a rental property that includes an in-law unit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

Adam Arzner is a financial advisor with UBS Financial Services in Spokane, WA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Pacific Residential Mortgage. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and investment strategies to client goals and risk tolerances.

Colleen Macaulay is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include long tenures at KMS Financial Services and Arbor Point Advisors. She has also operated Macaulay & Associates since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Ted Thomas Jr. is a financial advisor with Edward Jones in Moses Lake, WA, holding Series 63 and Series 66 registrations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved as a sales consultant for wellness products through Nikken. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of managed account strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard with a large nationwide network of advisors and branches.

Elisabeth Hawley is a financial advisor with RBC Capital Markets in Spokane, WA, holding a Series 66 designation and bringing 22 years of industry experience. She has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of wrap fee advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with tailored investment strategies and integrated capital markets capabilities.

Joshua Lake is a financial advisor with Edward Jones in Spokane, WA. He holds a Series 66 designation and has five years of industry experience, including roles as Principal from 2012 to 2021 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Sondalle is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill Lynch since 2020 and brought 16 years of experience in working closely with individuals and business owners. Her approach focuses on empowering clients to achieve their goals and build confidence in their financial futures. Lauren specializes in managing new wealth, socially responsible and values-based investing, ESG investing, and retirement income planning. She holds the Personal Investment Advisor (PIA) designation, a Bachelor's Degree from Eastern Washington University, and a High School Diploma/GED from Fallbrook Union High School. In addition to her professional work, Lauren is involved in community organizations such as 2nd Harvest, Habitat for Humanity, and S.N.A.P. Her personal interests include cooking, gardening, music, reading, and spending time with her family.

Timothy Benton is a Series 66-licensed financial advisor with Edward Jones in Spokane, WA, bringing four years of industry experience. Prior to joining Edward Jones in 2022, he spent seven years at Herff Jones Yearbooks / Varsity Brands. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products, supported by a nationwide network of over 23,000 advisors.

Brian Mc Cann is a financial advisor with Morgan Stanley in Spokane, WA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2018 and Morgan Stanley Smith Barney LLC since 2017. Outside of finance, Mc Cann is a self-employed musician and serves as an adjunct instructor in the Music Department at Gonzaga University. He also holds a leadership role as Vice President and board member of the Spokane Jazz Society. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Eric Coltrain is a financial advisor with LPL Financial based in Spokane, WA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at WE Financial Partners, Waddell & Reed, Cuso Financial Services, and Numerica Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Kim Bosold is a financial advisor at Ameriprise with 41 years of industry experience. She has held roles at Ameriprise Financial Services, Inc. since 1985, including her current position since 2020. Bosold holds Series 63 and Series 65 designations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael King is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at LPL Financial since 2022 and concurrently with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research-supported model portfolios.

Adrian Jordan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Washington Trust Bank and New York Life Insurance Co. among other firms. Outside of finance, Adrian was involved with Cda Parasail, an outdoor recreation business, from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 serving as an advisor at LPL Financial in Spokane, WA. Her prior experience includes roles at Spokane Teachers Credit Union, Charles Schwab, Bank of America, Merrill, and Umpqua Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven portfolio management.

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.