Gina Weberg is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Her prior roles include positions at Riverfront Legacy Group and a long period as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based planning covering a wide range of topics and allows clients to combine planning with managed-account services through its WealthPlan program.

Erik Pedersen is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2026, he worked at firms including Charles Schwab, HighTower Securities, UBS Financial Services, Fidelity, and Ameriprise. 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 that include financial planning, model portfolios, third-party asset management, and institutional platforms.

Shannon Gross is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm emphasizes research-driven investment solutions and operates a large network of advisors serving diverse client needs.

Eric Conway is a financial advisor with Edward Jones in Spokane Valley, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and also has a long-standing involvement with Media One Creative. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

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 financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years. Outside of her advisory role, she is involved with ChampLegacy, a rental real estate business. 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 delivers tailored non-discretionary planning and uses analytical tools such as deterministic and probability modeling to support client goals.

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 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.