Kevin Betz is a financial advisor at Ameriprise with 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. He holds Series 63 and Series 65 licenses. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Zach Saugen is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA. He has four years of industry experience and has been with Thrivent since 2021. Outside of his advisory role, he serves on the Financial Counsel for his local church, providing financial oversight and accountability to senior leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and planning across various topics. The firm allows clients to integrate planning with managed-account services while maintaining separate engagements.

Michael Metcalf is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior roles include 16 years at Ameritas Investment Corp and ongoing involvement with Metcalf Financial Services, Inc. since 1980. Outside of financial advising, he has been engaged with Gibby Media Group since 1994 in a non-investment capacity. 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, utilizing both proprietary and third-party investment strategies, and supports over 22,800 advisors managing more than $819 billion in assets.

Christopher Wittman is a Financial Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, focusing on working with executives and individuals to transform their financial futures and achieve personal financial goals. His expertise includes family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His education includes a High School Diploma from University High School and coursework at St. Cloud State University. Raised in Spokane, Christopher currently resides there with his wife and two children. He is involved in community activities such as Spokane Indians Little League and St. Aloysius Gonzaga Catholic School. His personal interests include hiking, running, and traveling.

Jared Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing a career that began in 1997 to serve a diverse clientele across Washington and ten additional states. With extensive experience, Jared focuses on personalized wealth management strategies tailored to clients' long-term goals. His expertise covers areas including college education planning, family wealth management, legacy and retirement planning, socially responsible investing, tax minimization, and portfolio management services. Jared’s approach emphasizes a thorough understanding of each client’s unique financial situation and priorities, fostering relationships through a planning-based process that involves both spouses to capture comprehensive insights. He structures investment portfolios to navigate fluctuating market conditions, focusing on risk mitigation and inflation impact. Jared works with a broad spectrum of clients such as business owners, physicians, corporate executives, and individuals from multiple generations aiming to achieve financial security and retirement readiness. He holds a Bachelor's degree from Central Washington University and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jared also dedicates time to community service as a Mission Command Pilot for Angel Flight West, a volunteer medical transport organization. Outside of work, he enjoys adventure sports such as biking, boating, golfing, skiing, and spending time with his family in the Pacific Northwest.

Lindsay Burdett is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and four years of industry experience. She has held roles at Spokane Teacher Credit Union, CUSO Financial Services, and JMK & Associates. Burdett serves on the board of the nonprofit All Heart Infusion. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by technology tools and oversees over $819 billion in discretionary assets.

Sean Mahoney is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Edward Jones, he worked for MFS Fund Distributors Inc for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Ryan Price is a CFP®-certified financial advisor with Edward Jones in Spokane, WA, where he has worked for nine years. Prior to joining Edward Jones, he held positions at Gamble Sands Golf Course and Chelan Fresh Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Logan Phillips is a financial advisor with LPL Financial holding a Series 66 credential and three years of industry experience. He previously worked with Thrivent Financial and has additional experience in various service and management roles across multiple industries. 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 advisory services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by technology tools for operational and research purposes.

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 at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. She has operated Macaulay & Associates as a separate business entity alongside her advisory roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, combining traditional approaches with technology tools to support both discretionary and non-discretionary account management.

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 at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including WE Financial Partners, Waddell & Reed, Cuso Financial Services, and Numerica Credit Union. His practice is based in Spokane, WA. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms.