Lisa Owen is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors and 15,100 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vanessa Taylor is a financial advisor at UBS Financial Services with six years of industry experience. She previously worked at Charles Schwab Bank, SSB, Charles Schwab and Co., Inc., and Washington Trust Bank. Taylor holds Series 66 and Series 63 licenses. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm integrates institutional trading capabilities with wealth management through its roles as a broker-dealer, investment adviser, and futures commission merchant.

Jenifer Champlin is a Series 66-licensed financial advisor with Raymond James Financial, based in Spokane, WA. She has three years of industry experience, including six years at Edward Jones prior to joining Raymond James in 2025. Outside of her advisory role, she has a minor involvement in rental real estate through a personal business venture. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutions, using tailored, non-discretionary strategies supported by advanced analytical tools.

Tricia Jutras is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding a Series 66 designation and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Kuharski is a financial advisor at Charles Schwab with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of his advisory role, he serves as an advisor to Spokane Public Schools Career and Technical Education, assisting educators with financial literacy topics for high school students. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custodial and operational structures.

Travis Messinger is a Series 66-licensed financial advisor with LPL Financial in Spokane, WA, bringing 11 years of industry experience. He has been with LPL Financial since 2016. He is also involved with Fulcrum Financial Group, an entity associated with his LPL business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and research.

Michael Craggett Jr. is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and bringing 26 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Financial Advocates Investment Management. Craggett also serves in investment-related roles with multiple credit unions, including ALPS Federal Credit Union and High Peaks Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolio strategies.

Colin Mc Mahon is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2023, he worked in roles related to golf course and casino operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Chelsea Updegrove is a financial advisor at Edward Jones with four years of industry experience. She previously worked at Parrish & Grove for five years and The Lands Council for eight years. Outside of her advisory role, she owns Wildflower Florals, a small florist business that arranges flowers for weddings and events on a limited basis for friends and family. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Nikolay Bashmachnikov is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 63 and Series 65 licenses and having three years of industry experience. His work history includes roles at Wells Fargo Bank, nA and Zions Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tracy Taylor is a financial advisor at Morgan Stanley with 38 years of industry experience. They have been with Morgan Stanley Smith Barney since 2009 and hold Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, employing firm-approved tools and methodologies to model potential outcomes.

Shawn Peroff is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Raymond James Financial Services and operated his own firm, Peroff Financial Group. Shawn’s background also includes involvement in youth soccer organizations. 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, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jeffrey Davies is a financial advisor at Charles Schwab with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and Charles Schwab Bank since 1996 and 2005, respectively. He is based in Spokane, WA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative-investment program.

Charles Ker is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Woodbury Financial Services and Kestra Financial Services. 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 financial planning, advisory programs, retirement consulting, and brokerage services through a broad network of investment adviser representatives.

William Arnold is a financial advisor with Raymond James Financial in Spokane, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Raymond James Financial and its affiliate since 2009. Outside of his advisory work, he serves on the Finance and Investment Committee of Assumption Catholic Parish. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to model potential outcomes and supports clients through various advisory programs and institutional consulting services.