Travis Messinger is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2016 and previously worked at Vorpahl Wing Advisors, Inc. for one year. He is involved with Fulcrum Financial Group, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by comprehensive operational and research tools.

Michael Craggett Jr. is a Series 66-credentialed advisor with 26 years of industry experience, currently affiliated with LPL Financial since 2016. His prior work includes roles at Ameriprise, D.A. Davidson & Co., Chase Investment Services Corp., Wamu Investments, Inc., and Merrill. He is involved with several financial institution duties, including advisory roles with ALPS Federal Credit Union and High Peaks Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios, third-party subadvisors, and customized 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.

Andrew Woolley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica since 2012 in various capacities and has also been involved with Spokane Teachers Credit Union and his own business ventures. Outside of advisory work, Woolley manages Emma Woolley and Associates, LLC, a legal entity formed for Primerica business purposes, and works part-time as an Uber Eats delivery person. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

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 with LPL Financial in Spokane, WA, holding Series 63 and Series 65 credentials and 30 years of industry experience. His previous roles include positions at Raymond James Financial Services, Citigroup Global Markets, Merrill, and operating Peroff Financial Group. He has also been involved in local soccer organizations. 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 and third-party asset management, supported by a large network of investment adviser representatives.

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.

Lance Riley is a financial professional at LPL Enterprise with seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Trustage/CMG/CBSI. Before entering finance, he worked for over a decade with the Rialto Unified School District. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and a Model Wealth Portfolios wrap program.

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.