Samuel Pegg is a financial advisor with LPL Financial in Spokane Valley, WA. He holds Series 63 and Series 65 designations and has three years of industry experience. His prior roles include positions at Cetera, U.S. Bancorp Investments, and U.S. Bank. Outside of financial advising, Pegg is involved with Rimrock Yard Care LLC, providing pruning services. 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, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

Brett Robbins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Matheus Lumber Company, Welch Comer Engineers and Surveyors, and KP Estimating. Robbins also has experience with Boise State University and was involved with CDA American Legion Baseball. 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, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Shadi Nimri is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, Nimri held roles at Lukes Accounting and Tax Planning, STCU, Corporate Tools, Eastern Washington University, and the Washington State Department of Revenue. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and organizations.

Michelle Demand is a financial advisor with LPL Financial in Spokane Valley, WA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. She previously worked at Cetera Wealth Services, LLC for 15 years before joining LPL Financial in 2013. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Ryan Graczyk is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He is the owner of Core Financial Group, where he provides investment and insurance services. His career includes roles at MSI Financial Services, Commonwealth Financial Network, and Cetera Advisors LLC. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and retirement services, featuring multiple program structures and access to third-party managers.

Michael Otis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Outside of his advisory work, he serves as a board member for a nonprofit organization and is involved in ice skating as an instructor and judge. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

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.

Cameron Malcolm is a financial advisor with J.P. Morgan Securities in Spokane Valley, WA, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been affiliated with J.P. Morgan and its related entities since 2012. Outside of his advisory role, Malcolm is involved in managing resort and rental properties through ownership positions in entities including Affluent Resources and personal real estate ventures. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Douglas Rupiper is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Before joining Wells Fargo in 2023, he worked at Edward Jones from 2016 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Clayton Murock is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Albertsons and a law office prior to joining Edward Jones. Clayton is a member of STRAC LLC, a family real estate entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.

Austin Mullenix is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work includes roles at Bank of America and Archer Daniel Midland. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, pension plans, and charitable organizations.

Shawn Herring is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Nike and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Ethan Whitney is a financial advisor with Edward Jones in Rathdrum, ID. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Edward Jones, he worked in the automotive and retail sectors and was involved in a family farm business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Patrick Ferry is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked with the East Valley Education Association and East Valley School District. He has also been involved with the East Valley School District as a teacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branches.

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.

Kimberly Durbin is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Kestra Advisory, Wells Fargo Advisors, and Edward Jones. In addition to her advisory role, Durbin is involved in real estate as a licensed Realtor in Post Falls, ID. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of advisors.

Peter Zeman is a financial advisor at Edward Jones in Post Falls, ID, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017. Prior to joining the firm, he worked at Sunbelt Rentals from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

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.