Paul Dumais is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. He has been with D.A. Davidson & Co. since 1998 and holds Series 63 and Series 65 credentials. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

David Lambert is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has 41 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for family trusts in Washington. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers a range of model-based and customized investment strategies supported by ongoing due diligence and monitoring.

Michael Moody is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Bankers Life Advisory Services, Moody worked at Bankers Life Securities, Inc. and Banker's Life & Casualty, Inc., and has been involved with Moody's Guitars, an entrepreneurial venture, since 2007. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

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.

James Terrells Jr. is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Northwest Investment Advisors, Inc. and Lodestone Wealth Management, LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, offering customized investment strategies across various securities.

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.

Julian Stewart is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Stewart serves as a board member of the Tamarack Center in Spokane, WA. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients.

Trevor Dumais is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding a Series 66 designation with three years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Janicki Industries from 2020 to 2022 and was a full-time student from 2013 to 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

Alesha Lozano is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2011 to 2023. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its recommendations.

Marc Rubin is a financial advisor at Edward Jones in Liberty Lake, WA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Concur Technologies. Outside of his advisory role, he is the managing partner of Max's Hideaway LLC, a vacation home business in Redmond, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

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.

Cody Huckins is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation and Series 63 license, with three years of industry experience. His prior work includes roles at NYLife Securities LLC and Allstate Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Joseph Behler is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked at Dingus, Zarecor & Associates from 2015 to 2019. He has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Samuel Pegg is a financial advisor with LPL Financial in Spokane Valley, WA, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at U.S. Bancorp Investments and Cetera, among others. Outside of advising, he has been involved in pruning services through Rimrock Yard Care LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Brandon Hoadley is a Series 66-licensed financial advisor with Edward Jones, based in Spokane, WA, and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Liberty Mutual Insurance for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Garrett Hanson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. Hanson has also held positions outside finance, including roles at Big 5 Sporting Goods and Panda Express. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.