Cody Huckins is a ChFC® with four years of industry experience, currently affiliated with Wells Fargo Clearing in Spokane, WA. His prior experience includes roles at NYLife Securities LLC and Allstate Financial Services, LLC. 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.

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 65 and Series 63 licenses and having four years of industry experience. Prior to joining Primerica, Reich has worked at PFS Investments Inc. and has experience in education and other sectors, including roles at Moody Bible Institute and Enlightium Academy. Reich also receives compensation for referring home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors serves 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 relies on model-delivery strategies created by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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.

Garrett Hanson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Bryce Aguilar is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with Run PNW LLC and served in various educational roles, including at Spokane Falls Community College and the College Success Foundation. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individuals and institutions, with over $1 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions, operating under a fiduciary standard.

Tyrone Barbery is a financial advisor with Raymond James Financial in Spokane, WA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services in 2021. Barbery is the CEO and President of two support companies, Echelon Capital Investments and Echelon Northwest Capital, where he manages firm operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools and maintaining unique municipal advisor affiliations alongside specialized advisory programs.

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.

Thomas Kuuskvere is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He has been with Merrill since 1988. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.