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 roles include positions at Woodbury Financial Services, Kestra Financial Services, Kestra Investment Services, and Ameriprise. Ker is also involved in insurance services through Orr & Associates Insurance Services. 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 advanced operational and research tools.

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.