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Christine B

Series 65, Series 63

Spokane Valley, WA

LPL Financial

Christine Brouillette is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Horizon Credit Union since 2013, where she serves as a sales assistant in a financial institution capacity. Brouillette joined LPL Financial in 2022. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by extensive operational tools and a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jessica E

Series 66

Spokane, WA

Edward Jones

Jessica Ekstrom is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner
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Celine R

Series 66

Spokane, WA

Edward Jones

Celine Reyes is a Series 66 licensed financial advisor with Edward Jones in Spokane, WA, and has four years of industry experience. Prior to her financial advisory role, she held positions at Priority Lube and Hot Basket Bakeshop. 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 network of advisors and branch offices.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Nathaniel C

Series 63, Series 66

Mead, WA

LPL Financial

Nathaniel Clark is a financial advisor with LPL Financial based in Mead, WA. He holds Series 63 and Series 66 registrations and has five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc. and Cetera Investment Services LLC. Clark was also involved with Mangia Catering and Independent-Cycle/Iron Horse Salvage during his early career. 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 and brokerage services, including financial planning and access to third-party asset management programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher N

Series 66

Liberty Lake, WA

Thrivent Investment Management

Christopher Nurvic is a financial advisor with Thrivent Investment Management in Liberty Lake, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Nurvic serves as a board member and treasurer for Cancer Can't, a nonprofit supporting people fighting cancer in the Inland Northwest. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across a broad range of planning topics without discretionary trading authority. The firm integrates planning and managed-account services under a consolidated billing option called WealthPlan while maintaining these services separately.

Business ownership considerations
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Leah S

Series 66

Liberty Lake, WA

Edward Jones

Leah Stussy is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she operates Leah Stussy Photography, providing photography services including shooting, editing, and delivering photographs. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Women Professionals Women Business Owners Intergenerational Families
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Brian F

Series 63, Series 65

Spokane, WA

OSAIC

Brian Foland is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2024, following a long tenure at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. Foland is also involved in insurance sales through Foland Wealth Management. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services using firm-developed asset-allocation tools and supports a range of investment options and third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rusty M

Series 66

Post Falls, ID

Edward Jones

Rusty Madsen is a financial advisor at Edward Jones in Post Falls, ID, holding a Series 66 designation. He has industry experience beginning in 2014 with prior roles at Columbia Bank, Numerica Credit Union, and Wheatland Bank. Outside of his advisory work, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional
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Taryn W

Series 66

Spokane Valley, WA

LPL Financial

Taryn Weiks is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has been affiliated with Financial Advocates Investment Management since 2018 and LPL Financial since 2016. Outside of her advisory work, she hosts pets through Rover.com. 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, supported by a large network of investment adviser representatives and various operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelly S

Series 66

Spokane, WA

Ameriprise

Kelly Stanicar is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Ameriprise since 2021 and previously spent seven years at Robert Baird & Co. Outside of her advisory role, she is involved with Treehouse Management Services LLC, where she manages an advisory business. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Stacey C

Series 63, Series 66

Liberty Lake, WA

Cetera

Stacey Casey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Numerica Credit Union, and Washington Trust Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform with over $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Travis S

Series 63, Series 65

Spokane, WA

LPL Financial

Travis Stolcis is a financial advisor with LPL Financial in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, Financial Management, Inc., MSI Financial Services, Inc., and Valic Financial Advisors. 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, managed portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark K

Series 63, Series 65

Spokane Valley, WA

LPL Financial

Mark Kinney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Cetera, Numerica Credit Union, and Thrivent 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supporting advisors with both discretionary and non-discretionary investment strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Christopher B

Series 66

Post Falls, ID

OSAIC

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has prior experience at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, he works as a design consultant for a residential remodeling firm and serves as a strategic advisor for Butler Law PC, a family-owned legal practice. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include a range of asset classes and employs various third-party platforms and investment solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Martha B

Series 63, Series 65

Liberty Lake, WA

Primerica Advisors

Martha Bereiter is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Family Learning Organization since 2008. Outside of her advisory role, she is an independent sales representative for Scout & Cellar and engages in part-time sales of non-investment home products and mortgage-related services. Primerica Advisors serves primarily individual investors, including 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 managed by unaffiliated asset managers, supported by discretionary management and custodial services through third parties.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kiley S

Series 66

Spokane, WA

Edward Jones

Kiley Schenk is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, Kiley worked for To Market Northwest for five years and was employed by Liberty School District for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Peter M

Series 63, Series 65

Post Falls, ID

Morgan Stanley

Peter Madison Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market return estimates.

General estate planning guidance
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London F

Series 66

Spokane, WA

OSAIC

London Foland is a financial advisor at OSAIC with Series 66 credentials and two years of industry experience. Prior to joining OSAIC, Foland worked at Foland Wealth Management and has held roles outside the financial industry, including four years with NBC Camps. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a focus on diversified portfolios and multiple advisory platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Donavan W

Series 66

Spokane, WA

Edward Jones

Donavan Welch is a financial advisor at Edward Jones in Spokane, WA, with 18 years of industry experience and a Series 66 designation. His career includes prior roles at Spokane Teachers Credit Union, Cuso Financial Services, Lp, and Valic Financial Advisors, as well as an earlier tenure at Edward Jones. Outside of his advisory work, he owns Welch Co., LLC, a holding company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 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.

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Business ownership considerations Business succession planning General estate planning guidance Educators, Teachers, and Academics Founder/Business Owner
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Jeramey P

CFP®, Series 66

Hauser, ID

Raymond James Financial

Jeramey Probert is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. Probert is also the owner of Sound Harbor Financial LLC, a support company operating as a DBA for Raymond James. 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, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside partnerships that enhance its municipal and public finance capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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