Scott Mcclave is a financial advisor with Merrill in Spokane, WA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Voya Financial Advisors and Bank of America. He is a limited partner in two investment-related limited partnerships focused on managing apartment complexes. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked at Centaurus Financial INC. and Star Financial and Insurance Services Inc. She serves as an advisory board member for Spokane County Animal Control (SCRAPS). OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Alexander Prugh is a Financial Advisor with Merrill Lynch Wealth Management based in Spokane, Washington. He assists individuals, families, and business owners in developing personalized financial strategies aimed at building and preserving wealth. His services include retirement planning, investment management, and wealth transfer strategies, emphasizing clear communication and long-term client relationships. Before transitioning into finance in 2022, Alexander was a professional golfer for 15 years, competing on the PGA Tour and Korn Ferry Tour. He brings a goal- and result-oriented mindset from his athletic career to his financial advisory practice. Alexander holds a Bachelor's Degree from the University of Washington and holds designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Alexander is involved in his local community through organizations such as All Saints Catholic School, Gonzaga Prep Boys Golf, South Hill Little League, and the Wishing Star Foundation. His personal interests include 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.

Daniel Lee is a financial advisor with Merrill in Spokane, WA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley from 2016 to 2018 before joining Merrill and Bank of America in 2018. Outside of his advisory role, he provides tennis instruction at the member-owned Tacoma Lawn Tennis Club. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brenna Piper is a financial advisor at J.P. Morgan Securities based in Spokane, WA, holding a Series 66 designation with four years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of her advisory role, she is part owner of a hobby farm in Spokane Valley where she helps care for animals and supports the operation of a food dispenser for goats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

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 credentials and bringing 20 years of industry experience. He has worked at Cetera Advisors LLC since 2019 and owns Core Financial Group, where he provides investment and insurance services. Ferraro also sells health insurance through a separate fixed insurance agency. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets with more than 10,000 advisors and approximately 800,000 clients.

Jacob Perry is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 credential and previously worked at Waddell & Reed, Inc. from 2015 to 2021. Perry has been involved with multiple nonprofit organizations, including the American Red Cross and Whitman Hospital, where he has held roles for several years. 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 and access to model portfolio programs, employing both proprietary research and third-party strategies.

Jacob Woodbrey is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked at Primerica Financial Services. Outside of finance, he provides voice coaching lessons focusing on singing mechanics and general music skills. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses through a network of financial advisors. The firm emphasizes planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

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.