James Johnson is a ChFC® and holds a Series 66 license, with 23 years of industry experience. He has been affiliated with Sound Investment Strategies, Inc. since 2007 and also maintains a separate insurance practice. Sound Advisory Services Inc. serves approximately 160 individual clients by referring them to a third-party money manager, Gradient Investments, LLC, providing advisory services including account paperwork assistance and client reviews. The firm does not manage assets directly but focuses on matching client goals with third-party investment strategies and holds educational seminars open to the public.

William Eldridge is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliates since 1988. Outside of his advisory role, he owns Treehouse Management Services, LLC, which manages payroll and office expenses. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations tailored to individual client portfolios.

Timothy Shilanski is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at Raymond James Financial Services, Inc. since 2002 and was previously involved in non-variable insurance from 2012 to 2017. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Ricky Molina is a financial advisor with Ameriprise in Berthoud, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked in healthcare-related roles at PAM Health, Encompass Health, and Ernest Health. Molina also provides infrequent healthcare industry consultations for GLG, Inc. and Coleman Research Group, Inc. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research and modeling with a range of advisory, brokerage, and insurance solutions through its institutional platform.

Kasey Turnbull is a financial advisor with Ameriprise in Spokane, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, Kasey worked at The Tin Roof and spent over two decades at Omnicare. Kasey is also an Associate Financial Advisor for Treehouse Management Services, LLC, the holding company for their practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Eli Christenson is a financial advisor at Ameriprise with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Ameriprise since 2019. Prior to his advisory career, he was employed by the Spokane Indians Baseball Team and worked at Gamble Sands Golf Course. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal advice. The firm’s approach integrates proprietary research and third-party data, focusing on asset allocation and Social Security strategies within a defined investment framework.

Phillip Faubert is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining Raymond James in 2026. Faubert is also the founder and president of Pacific Wealth Partners, a support company incorporated as an S-Corp. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Ryan Moore is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Lilly is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes prior roles at Ameriprise Financial Services, INC. and Edward Jones. Outside the advisory practice, he owns a plant nursery business in Washington. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using various discretionary and non-discretionary strategies.

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.

Elondra Jenkins is a Series 66-credentialed financial advisor at Edward Jones with six years of industry experience. Her career includes roles at Edward Jones, Global Credit Union, Primerica, and Bank of America. She has had limited involvement as a distributor for Young Living Essential Oils. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jael Stebbins is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, she worked at Packard Wheeler Succession and Spokane County Building and Planning. Her background also includes five years at Cardon Outreach/MedData Inc. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Caleb Lilly is a financial advisor with LPL Financial in Deer Park, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at LPL Financial since 2013, with a five-year period at Ameriprise Financial Services from 2018 to 2023. Caleb is also commissioned as a notary in Washington. 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.

Garrett Boyer is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he has work experience in industries including electrical services, landscaping, and logistics, as well as a nine-year tenure with Youth With A Mission. 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 through a large network of investment adviser representatives.

Kelly Stanicar is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Ameriprise since 2021 and previously spent seven years at Robert Baird & Co. Outside of her advisory role, she is involved with Treehouse Management Services LLC, where she manages an advisory business. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Caleb Stapp is a financial advisor with LPL Financial, holding a Series 66 credential and possessing six years of industry experience. His prior work includes roles at Edward Jones and the City of Deer Park. Outside of his advisory work, he is involved with Deep Creek Financial Planning under a DBA associated with his LPL business. 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.