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.

Joshua Miller is a Series 66-credentialed advisor at LPL Financial with experience dating back to 2020 at Silver Pine Wealth Management. Prior to his advisory roles, he was involved with Tobler Marina for 15 years. He is based in Coeur D'Alene, Idaho. 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 services including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools.

Kenneth Wall is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and OSAIC. Based in Coeur D'Alene, ID, he has been with LPL Financial since 2024. 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, including model portfolios, third-party asset management, and institutional platforms.

Lauren Burton is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she was employed at Johnson Construction & Development, Inc. and Homes4rent. 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, supported by a large network of financial advisors and branch offices nationwide.

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.

Tad Johnson is a Series 66-credentialed financial advisor with LPL Financial, based in Coeur D'Alene, Idaho. He has three years of industry experience and has previously worked at Avantax Investment Services and several CPA firms. Johnson also operates Tad Johnson, CPA, PLLC, a business entity for tax and investment purposes. 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 portfolio programs, third-party asset management, and institutional platforms.

Daphne Conner is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation. Prior to joining Raymond James, she worked at Edward Jones for five years and Inspiro for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by proprietary research and multiple portfolio management 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.

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.

Cameron Cubberley is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SagePoint Financial, OSAIC, and Northwestern Mutual Investment Management. He also operates a non-investment business entity, Contrarian LLC, for tax purposes. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Ryan Chapman is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, he has worked at the Coeur d'Alene Resort Golf Course. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

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.

Donald Scharenberg is a financial advisor with Stifel in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and works with affiliated trust companies and banks to support various financial needs.

Stewart Meggs is a financial advisor with Merrill who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, where he has worked since 2011. 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. The firm offers model-based and discretionary investment strategies supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.