Ricky Molina is a financial advisor with Ameriprise in Berthoud, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare-related roles at PAM Health, Encompass Health, and Ernest Health. Molina also provides infrequent healthcare industry consultations for GLG, Inc. and Coleman Research Group, Inc. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its institutional platform.

Kasey Turnbull is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, Kasey worked at The Tin Roof and spent over two decades at Omnicare. Kasey is also an Associate Financial Advisor for Treehouse Management Services, LLC, the holding company for their practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Brittan Reich is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to joining Primerica Advisors, Reich has worked at firms including PFS Investments Inc. and has been involved in sales of investment-related products, as well as part-time compensation related to referrals for home security and automation services. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers.

Eli Christenson is a financial advisor at Ameriprise with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Ameriprise since 2019. Prior to his advisory career, he was employed by the Spokane Indians Baseball Team and worked at Gamble Sands Golf Course. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal advice. The firm’s approach integrates proprietary research and third-party data, focusing on asset allocation and Social Security strategies within a defined investment framework.

Cory Brandt is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and previously worked at Numerica Credit Union for seven years. Outside of advising, he provides free notary public services for clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Stacey Carruthers is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA, with three years of industry experience. Prior to joining Thrivent Investment Management, she was affiliated with Thrivent Financial and Bryan Preuss - Thrivent Financial. Outside of her advisory role, she organizes and runs a small home baking operation, preparing holiday desserts and treats for family and friends by taking orders through personal channels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without portfolio management or implementation. The firm uses goal-based analyses and offers clients the option to combine planning with managed-account programs under a consolidated billing system while keeping services separate.

Emma Woolley is a financial advisor with Primerica Advisors in Spokane Valley, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2012. Outside of advising, Woolley holds leadership roles in professional networking groups, including serving as Secretary Treasurer for BNI and as an Area Director Consultant for BNI Inland Empire. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm employs an independent due diligence process for asset manager selection and utilizes third-party managers for portfolio implementation.

Casey Clabby is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2008 to 2022. He is also president of Southgate Capital Group, a support company based in Spokane, WA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and also offers specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Drew Constanzer is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans since 2011. Outside of his advisory work, he is a 10% owner of Constaburg Libations, LLC, an enterprise involved in overseeing wine distribution. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from portfolio management and does not include implementation or discretionary trading authority as part of its Dedicated Planning Service.

Jordan Root is a financial advisor at Edward Jones in Post Falls, Idaho, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Coeur D'Alene Resorts and Vail Chophouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.

Maurice Nollette is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Lincoln Investment Planning for 16 years and has operated Nollette Investments since 2006. He serves as a board member of the Stoneridge Condo Owners' Association. 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 utilizing various portfolio strategies and supports over 22,800 advisors managing more than $819 billion in assets.

Dennis Elrod Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he worked at upd8td.com for three years. 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 network of financial advisors and branch offices across the United States.

Keenan Cole is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently located in Post Falls, ID. He has been with LPL Enterprise since 2026 and has prior experience working for Silverwood Theme Park and educational institutions including North Idaho College and North Idaho STEM Charter Academy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Pavel Pechenov is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at Community Health Plan of Washington, Providence Health & Services, and CHAS Health. Outside of his advisory role, he is the founder and chair of the Spokane Slavic Chamber of Commerce. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that primarily utilizes model-delivery strategies managed by third-party asset managers. The firm supports nearly 3,700 advisors and approximately $15.5 billion in assets under management.

William Wright is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked with Linsco Private Ledger since 2006. Outside of his advisory role, Wright is employed part-time at Wheel Sport Bicycles. 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 access to model portfolios and third-party asset management, supported by advanced research and operational tools.

Danny Taylor is a CFP® with 42 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and has owned and operated Taylor & Associates, an insurance and benefits firm, since 1983. His outside business activities include managing insurance products such as health, life, LTC, disability, Medicare Advantage, and Medicare supplement insurance. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Matthew Altmeyer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates and Signator Investors. Outside of his advisory work, he is involved in a farming business located in Colbert, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Lusk 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 Spokane Teachers Credit Union, CUSO Financial Services, UBS Financial Services, D.A. Davidson & Co., and Edward Jones. Outside of advising, he is a partial owner of a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad suite of non-advisory financial products.

Gabriel Mccloskey is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JP Morgan Chase Bank and J.P. Morgan Securities since 2015. He also founded and operated McCloskey, LLC from 2017 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of investment and advisory services.

Elondra Jenkins is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Her career includes roles at Edward Jones, Global Credit Union, Primerica, and Bank of America. She has had limited involvement as a distributor for Young Living Essential Oils. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.