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.

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.

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.

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 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 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 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.

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.

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.

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.

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.

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 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 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.

Patrick Sembar is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Morgan Stanley Private Bank, and Morgan Stanley. Outside of his advisory role, he owns a small insurance agency focused on fixed insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting various strategies through an extensive multi-advisor platform.

Taryn Weiks is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 66 designation and has worked previously at Financial Advocates Investment Management. Outside of her advisory role, she provides pet sitting services through Rover.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

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, following prior roles at MSI Financial Services, Inc. and First Command Brokerage Services, Inc. Outside of his advisory work, he serves as a health and fitness coach with Team Beachbody. 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 financial planning and investment management services through a large network of advisors, utilizing a variety of portfolio strategies and operational technologies.

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 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.

Stacey Casey is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Washington Trust Bank, Numerica Credit Union, Wells Fargo Clearing, and U.S. Bancorp Investments. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.