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.

Jeremy Hunsaker is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing, Morgan Stanley, and Edward Jones. He is based in Spokane, WA. 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 institutional platforms, supported by a large network of investment adviser representatives.

Jaime Sanchez is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2018. Prior to that, he was employed at J.P. Morgan Securities and JPMorgan Chase Bank. 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 plans, corporations, and charitable organizations.

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.

Dennis Elrod Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he worked at upd8td.com for three years. 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, supported by a large network of financial advisors and branch offices across the United States.

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.

Pavel Pechenov is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Primerica Advisors in 2021, he worked in healthcare organizations including Community Health Plan of Washington and Providence Health & Services. He is also the founder and chair of the Spokane Slavic Chamber of Commerce. Primerica Advisors offers a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Danny Taylor is a CFP® professional with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been there since 2011, alongside operating Taylor & Associates since 1983. Outside of his advisory role, he owns and manages Taylor & Associates, which provides insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Matthew Altmeyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He also has involvement with a farm in Colbert, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors, offering a range of financial planning and investment management solutions.

Morgan Hyslop is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for nine years. Outside of his advisory role, he is president of Hytop Financial Services, LLC, a financial services support company, and is involved with Hyslop Family LLC, an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal advising and SIMPLE IRA employer consulting.

Joshua Tomlinson is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the hospitality industry, including roles at Craft and Gather and Twigs Martini & Bistro. Outside of advising, he has experience in hospitality service, including bartending. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Shane Leonard is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with one year of industry experience. His previous roles include positions at Mountain West Bank and Wells Fargo, among others. Outside of advising, he works part-time as a Print and Marketing Associate at Staples Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a large network of advisors and branches nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Matthew Yorlano is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked previously at Washington Trust Bank, Freeform Interiors, and Jimmy Johns. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Shane Boehm is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Washington Trust Bank, and Columbia Bank. He is also employed as a Wealth Advisor at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Patricia Lasich is a financial advisor with Raymond James Financial in Spokane, WA, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 14 years and is involved as a joint owner with Back Forty Enterprise, a business owned by her husband where she handles receipt and documentation tracking. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and other clients, utilizing non-discretionary planning tailored to client goals through analytical tools and risk profiling. The firm also supports municipal and public-finance work and offers specialized advisory programs including SIMPLE IRA employer 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.

Christopher Sullivan is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has previously worked at BCH Financial Group and Cetera Advisors LLC. Outside of his advisory role, Sullivan owns a business consulting firm focused on business development, acquisition, and succession planning. Cetera is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party strategies.