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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.
Jennifer I
Series 66
Colbert, WA
OSAIC
Jennifer Imel is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. Her work history includes roles at Northwestern Mutual Wealth Management Company and affiliated entities from 2016 onward, as well as more recent positions with Brandon Anthony Melnick, Marion Martinez, and Douglas Lupton. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers. The firm offers integrated brokerage, advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers.
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 Cross Financial Advisors, LLC and LPL Financial, LLC. Lester manages a sole proprietorship, Cross Inland Wealth Management, providing account and asset management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.
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.
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.
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.
Christine B
Series 65, Series 63
Spokane Valley, WA
LPL Financial
Christine Brouillette is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. She has worked at LPL Financial since 2022 and has been associated with Horizon Credit Union since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research, model portfolios, and advanced technologies.
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.
Mike V
CFP®, ChFC®, Series 66
Spokane, WA
LPL Financial
Mike Vanden Berge is a CFP®, ChFC®, and Series 66-registered financial advisor with LPL Financial in Spokane, WA, with 25 years of industry experience. He has worked at LPL Financial since 2008. He is also associated with Real Life Financial, a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.
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.
Billy S
Series 66
Spokane, WA
Merrill
Billy Storlie Jr. is a financial advisor at Merrill with 8 years of industry experience and holds a Series 66 designation. He has been affiliated with both Bank of America N.A. and Merrill Lynch Pierce Fenner & Smith since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.
Nathaniel C
Series 63, Series 66
Mead, WA
LPL Financial
Nathaniel Clark is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Cetera Investment Services LLC, and Thrivent Financial. Outside of his advisory work, he participated in independent cycling and salvage activities during his time at Eastern Washington University. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Rigoberto C
Series 66
Spokane Valley, WA
LPL Financial
Rigoberto Chavez Gomez is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services and Cuso Financial Services, LP, and has also been affiliated with Spokane Teachers Credit Union since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.
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.
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.
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.
Taryn W
Series 66
Spokane Valley, WA
LPL Financial
Taryn Weiks is a financial advisor with LPL Financial in Spokane Valley, WA, holding a Series 66 designation and nine years of industry experience. She has worked with Financial Advocates Investment Management since 2018 and has been affiliated with LPL Financial since 2016. Outside of her advisory role, she hosts pets through Rover.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing research and model portfolios to provide both discretionary and non-discretionary management options.
Thomas C
Series 63, Series 65
Spokane Valley, WA
LPL Financial
Thomas Coffin II is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he works as a health and fitness coach with Team Beachbody. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by model portfolios and research from LPL Research and third-party subadvisors.
Patrick D
Series 66
Greenacres, WA
Cetera
Patrick Day is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Parkland Securities, among other firms. Outside of financial services, he serves as secretary for International House of Travel, assisting with the coordination of wine tours. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary program options.
Dennis T
Series 63, Series 66
Spokane Valley, WA
Edward Jones
Dennis Tomlinson is a financial advisor at Edward Jones with 21 years of industry experience, all of which have been with the firm since 2005. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he occasionally serves as a licensed pastor performing weddings and fill-in preaching at Life Center North Church in Spokane, WA. 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 offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.
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