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.

Lance Riley is a financial professional with seven years of industry experience, currently affiliated with LPL Enterprise. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Trustage/CMG/CBSI. Before entering finance, he worked for over a decade in the Rialto Unified School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services as well as insurance products through an integrated platform.

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.