Christopher Wright is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with Integrated Financial Services of Washington and Brookstone Capital Management since 2014. Wright also served at Moody Broadcasting for 29 years. Outside of his advisory role, he is president of the board of directors at the Genesis Institute and works as an independent insurance agent specializing in life, disability, and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a wide client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Thomas Drynan is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2008, he has operated Drynan Strategic Financial Solutions, a firm brokering non-registered insurance products through various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and specializes in advisory services connected to insurance and annuity products within the New York Life affiliate structure.

Nicholas Drynan is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Eagle Strategies (NY Life) and holds a Series 66 license. He has two years of industry experience, including his current role at Drynan Strategic Financial Solutions. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Brian Hurst is a financial advisor with Eagle Strategies (NY Life) based in Spokane Valley, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Hurst is the owner and lead teacher of The Science Factory, a summer camp, and he also provides business consulting for his wife's YouTube channel. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Edward Vu is a financial advisor at Brookstone Capital Management LLC in Spokane, WA, holding a Series 65 designation. He has one year of industry experience and has previously worked in various roles including at Whitworth University and Blue Crane Clinic LLC. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes a combination of strategic and dynamic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Edna La Zelle is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and five years of industry experience. She has worked at several firms, including Ameriprise, Eagle Strategies (NY Life), Nylife Securities LLC, and Henker Financial Partners. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Jared Jones is a financial advisor at CWM, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Financial Management, Inc. and LPL Financial, LLC for the past 15 years. In addition to his advisory role, he operates Waymaker Wealth Advisors, providing financial services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Drew Schaefer is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at several firms, including Fortis Financial Partners, Waymaker Wealth Advisors, Financial Advocates Investment Management, Financial Management, Inc., and LPL Financial, LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm manages portfolios primarily on a discretionary basis utilizing model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Kirby Brown is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with United Planners since 2019 and concurrently serves as president of Starr Investments, LLC, an insurance-related business in Spokane Valley, WA. Brown has been active in non-variable insurance production since 2009. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Noah Drynan is a CFP® professional with two years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Spokane, WA. He operates Drynan Strategic Financial Solutions, focusing on New York Life products and services. Prior to his advisory roles, he has experience at the University of Notre Dame and Gonzaga Preparatory High School. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes customized recommendations and manages a substantial majority of assets on a non-discretionary basis.

James Bauman is a CFP® with 12 years of industry experience, currently serving as an advisor at Farther. His prior roles include positions at ATT, Optimum Capital Strategies LLC, and Strive. Outside of financial advising, he owns a triathlon coaching company. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary algorithmic model portfolios with automatic rebalancing.

Gary Febus is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2025. Prior to his current roles, Gary was involved with Habitat for Humanity-Spokane and operated a talent agency, Scout Model & Talent Agency. He has also maintained a personal website, GaryFebus.com, since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Sarah Foley is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Foley operates Foley Financial Group, through which she sells New York Life products and brokers non-registered insurance products. She also volunteers in a leadership role with Business Networking International in Spokane Valley. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Eldridge is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliates since 1988. Outside of his advisory role, he owns Treehouse Management Services, LLC, which manages payroll and office expenses. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations tailored to individual client portfolios.

Eugene Kubik is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Kubik serves on the board of the nonprofit Spring of Hope. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Toby Storlie is a financial advisor with Wells Fargo Clearing in Spokane, WA, holding Series 65 and Series 63 licenses. He has experience at notable firms including J.P. Morgan Securities and JPMorgan Chase Bank. Outside of finance, he has been involved with A Wooden Wedding LLC, a business venture he managed from 2021 to 2024. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and employs over 14,000 financial advisors, providing both brokerage and advisory solutions.

Jeffrey Watson is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked at Cetera and Cetera Advisors LLC since 2019, with prior experience at Northwest Farm Credit Services and Numerica Credit Union. Outside of his advisory role, he serves as a church council member at Mission Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and third-party manager selections.

Jordan Carrell is a financial advisor with OSAIC in Spokane, WA, holding a Series 66 designation and two years of industry experience. Prior to joining OSAIC, he worked at Securities America, Inc. and spent ten years at Mewbourne Oil Company. He is the president of Carrell Financial Services LLC, where he plans to offer life insurance policies. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to manage diversified portfolios on both discretionary and non-discretionary bases.

Jani Cotton is a financial advisor with Primerica Advisors holding Series 65 and Series 63 credentials. She has over 18 years of professional experience including roles at Providence Sacred Heart Medical Center and Broadway Heights Dental. She has been with Primerica Financial Services since 2009 and joined PFS Investments Inc. in 2026. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supported by custodial and execution services from Pershing and BNY Mellon Advisors.

Asa Wolfe is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Primerica Advisors. His background includes service in the U.S. Army from 2017 to 2021 and entrepreneurship through ownership of a short- and long-term room rental business. Wolfe also holds a role as Events Director for the Kootenal County Young Professionals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and focuses on scalable advisory services delivered through an extensive network of advisors.