Zachary Cordova is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc., having joined the firm after five years at Edward Jones. In addition to his advisory role, he serves as president of Cascade Financial Group, a financial support company he owns. 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 investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Bryan Anderson is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Spokane Teachers Credit Union, CUSO Financial Services, and Amazon. 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, third-party asset management, and institutional platforms.

Gregg Larson is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Larson is also the owner of a tax preparation business operating in Spokane. 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 written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Donald Garves is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Jared Walsh is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Securities, Merrill, Bank of America, and Banner Bank. His current roles involve working under the Banner Investment Services and Banner Wealth & Investment Services names affiliated with LPL Financial. 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 services, utilizing both proprietary and third-party strategies supported by various advisor tools.

Jordan Welter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work history includes roles at Bank of America, Lanzce Douglass Properties, and Go Green. Enterprises. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Ross is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has a diverse work history including roles at Henry Schein Dental, PFS Investments Inc., Primerica Financial Services, and Crystal Clear Windows. In addition to his advisory work, Ross is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, maintaining oversight of model offerings and portfolio management.

Joel Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. in Spokane, WA. He holds the CFP® and ChFC® designations and has 20 years of industry experience, including 19 years with Edward Jones prior to joining Raymond James in 2025. He is a partner at Leading Light Wealth PLLC, a business entity he created to support his advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joel Kosoff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes six years with Wells Fargo Bank and six years at Jimmy Johns. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Samantha Westfall is a financial advisor at Edward Jones in Spokane, WA, with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she was not employed in the financial industry for eight years. Outside of her advisory role, she has worked as an independent consultant for Mary Kay, purchasing products for herself and her local network. 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 offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Kyle Cooley is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he held various positions including custodial work at Cascade Dental. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stacie Duenich is a financial advisor at Edward Jones with 27 years of industry experience. She has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Cooper is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at Cetera, U.S. Bancorp Investments, and Edward Jones. She is involved with PRICA LLC, a non-variable insurance business in Spokane, WA. LPL Financial serves individuals, retirement plan participants, banks, trust companies, and institutions by providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and portfolio management solutions, notable for its scale and diverse non-advisory financial activities.

Bradley Messerschmidt is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Spokane, WA, and has 10 years of industry experience. He has been with Thrivent and its affiliated firms since 2015. Outside of his advisory role, Messerschmidt is involved in community service as a board member of Elevations, a nonprofit providing therapy resources to children with disabilities, and is engaged in entrepreneurial ventures including founding two businesses focused on educational kits and hunting products. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across a range of personal and business financial topics, delivering written recommendations without implementing them, and offers an optional managed-account program through a consolidated billing system called WealthPlan.

Bryan Preuss is a financial advisor with Thrivent Investment Management in Spokane, WA, holding a Series 66 credential and bringing 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves as a Scoutmaster for the Boy Scouts of America, overseeing youth activities and providing leadership guidance. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Gregory Lester is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Cross Financial Advisors, LLC and LPL Financial, LLC. Lester manages a sole proprietorship, Cross Inland Wealth Management, providing account and asset management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Jerry Felts is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with OSAIC and has prior experience with Securities America Advisors, Inc. and SECURITIES AMERICA, inc. He also engages in life insurance and annuity sales as an insurance agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and a range of investment products across discretionary and non-discretionary accounts.

David Lambo is a CFP® and Series 66 certified financial advisor with Edward Jones, based in Spokane Valley, WA. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach at Ridgeline High School and is a member of the finance committee at the HUB Sports Center in Liberty Lake. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Walker is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of industry experience. His prior roles include positions at Fellowship Financial Planning, Forster Financial, and Idaho Central Credit Union. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions supported by a proprietary modeling process and planner delivery.

Mark Holder is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he serves as a board member of the Spokane Estate Planning Council, supporting educational events and board development for estate planning professionals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs, without discretionary trading authority or institutional portfolio management.