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Jamie M

ChFC®, Series 66

Spokane, WA

Edward Jones

Jamie Millet is a financial advisor with Edward Jones in Spokane, WA, holding a ChFC® designation and a Series 66 license. He has seven years of industry experience, including prior roles at Web.com and a 14-year tenure with the Kalispel Tribal Economic Authority. Outside of his advisory work, Jamie has worked as a blackjack dealer and supervisor at the Kalispel Tribal Economic Authority casino resort. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions. The firm manages over $1 trillion in assets and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Military & Veterans Doctor or Medical Professional Young Professionals
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Mark W

Series 66

Spokane, WA

Edward Jones

Mark Wilkins is a financial advisor with Edward Jones in Spokane, WA, holding a Series 66 designation and four years of industry experience. He previously worked at Manito Golf and Country Club for seven years before joining Edward Jones in 2021. Outside of advising, he is involved in a barbecue catering business that operates mainly for charity events and participates in weekend golf tournaments as a golf professional. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Veradale, WA

Thrivent Investment Management

Rachel Albrecht is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. She has been with Thrivent Financial since 2013 in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed-account programs while maintaining separate services.

Business ownership considerations
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Catherine D

Series 66

Spokane, WA

Edward Jones

Catherine Dixon is a financial advisor at Edward Jones in Spokane, WA, holding a Series 66 designation and with eight years of industry experience. Prior to joining Edward Jones, she worked at PEAR.AI and spent over a decade at Eastern Washington University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Divorce financial planning Family Business ESG / Sustainable investing Founder/Business Owner Divorced Intergenerational Families
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Tyler G

Series 66

Spokane Valley, WA

Cetera

Tyler Graczyk is a financial advisor with Cetera holding a Series 66 designation and beginning his industry career in 2026. He has worked at Cetera and related entities since 2026 and has experience in non-financial roles at Meadowwood Golf Course and in education at Eastern Washington University and Central Valley High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to multiple investment platforms, including model portfolios and third-party managers.

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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Jesse A

Series 66

Spokane, WA

Raymond James Financial

Jesse Applehans is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. His career includes nine years at Edward Jones and his current roles at Raymond James Financial Services Advisors, Inc. and affiliated entities since 2023. He is also involved with Echelon Northwest Capital, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Spokane Valley, WA

Edward Jones

Filip Fullerton is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles, including positions at Chiro One Wellness Centers, Ventura Hats, and Fullerton Wines. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Real estate investing Wealth management Founder/Business Owner
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Gregory L

Series 66

Post Falls, ID

OSAIC

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 Edward Jones, LPL Financial, and Cross Financial Advisors. He operates a sole proprietorship, Cross Inland Wealth Management, providing account and asset management as well as financial planning. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization, delivering both discretionary and advisor-managed strategies supported by a complex network of affiliates and proprietary investment models.

Annuities Private / alternative investments
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David L

CFP®, Series 66

Spokane Valley, WA

Edward Jones

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.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive
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James W

Series 65

Spokane Valley, WA

Edelman Financial Engines

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.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Mark H

Series 66

Otis Orchards, WA

Thrivent Investment Management

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.

Business ownership considerations
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Christine B

Series 65, Series 63

Spokane Valley, WA

LPL Financial

Christine Brouillette is a financial advisor with LPL Financial in Spokane Valley, WA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with LPL Financial since 2022 and has concurrently worked at Horizon Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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

Series 63, Series 65

Spokane Valley, WA

Cetera

Nancy Almond is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Numerica Credit Union, Hart Capital Management, Columbia State Bank, and earlier tenures at Cetera entities. She serves on the boards of PROCU and Cetera Credit Union Council and co-chairs the finance committee of Safe Passage, a domestic violence prevention service. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $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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Mike V

CFP®, ChFC®, Series 66

Spokane, WA

LPL Financial

Mike Vanden Berge is a financial advisor with LPL Financial, holding the CFP®, ChFC®, and Series 66 designations and bringing 25 years of industry experience. He worked at Merrill from 2001 to 2008 before joining LPL Financial, where he has been since 2008. Outside of his advisory role, he operates a business called Real Life Financial. 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 other institutions. The firm offers a range of financial planning and portfolio management options, supported by research and technology, and manages over $819 billion in discretionary assets through a large network of advisors.

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

Series 63, Series 65

Spokane Valley, WA

Cetera

Eric Graczyk is a financial professional at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has held roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Cetera since 2022. He is also associated with Core Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a variety of program options, and access to third-party money managers.

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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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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Rigoberto C

Series 66

Spokane Valley, WA

LPL Financial

Rigoberto Chavez Gomez is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. He has previously worked at UBS Financial Services and Cuso Financial Services, LP, and is currently affiliated with Spokane Teachers Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with model portfolios, third-party asset management, and technology tools while managing over $819 billion in discretionary assets.

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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Rusty M

Series 66

Post Falls, ID

Edward Jones

Rusty Madsen is a financial advisor at Edward Jones in Post Falls, Idaho, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Wheatland Bank, Numerica Credit Union, and Columbia Bank. Outside of his advisory role, he owns a rental property managed by a third party. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

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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