James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 17 years of industry experience. He has led Atrato since its founding in 2009. Atrato Asset Management LLC provides investment advisory and family-office style services to wealthy families, high-net-worth individuals, and related private entities. The firm emphasizes strategic asset allocation and portfolio construction, managing client assets primarily on a non-discretionary basis and offering oversight of diverse investment types including private placements, real estate interests, and digital-asset related funds.

Katherine Van Wyngarden is a financial advisor at Atwood Financial Planning LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Wills & Associates, PLLC, Specialty Insulation, PLLC, and Presnell Gage, PLLC. Outside of her advisory role, she operates Kaybee Group, LLC, a blogging and social media platform offering general financial information, wellness, and lifestyle content. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs with a buy-and-hold strategy, offering non-discretionary investment support alongside programs such as concierge and accountability services.

Matthew Bowers is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with HBW Advisory Services LLC and previously worked at Equitable Advisors. Bowers serves as a platoon leader in the Idaho Army National Guard. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and sub-advisers, with a client servicing model that includes institutional and intermediary roles alongside a high client load per advisor.

Jeffrey Feuerstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include leadership within the Feuerstein Group and extensive work with Waddell & Reed, Inc. He has also served in various community and nonprofit capacities, including with the Pullman Regional Hospital Foundation and United Way. 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 supported by research-driven model portfolios and a variety of investment strategies.

Kyle Hooper is a financial advisor with Edward Jones in Colfax, WA, holding a Series 66 designation and eight years of industry experience. His prior work history includes positions at UC Irvine, Almota Elevator Company, Toby Nelson, and the Los Angeles Dodgers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Cotton Sears is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2022, he worked at HRC Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as an adjunct professor at Washington State University and as an institute instructor for the Church of Jesus Christ of Latter Day Saints. 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. The firm offers a range of financial planning and asset management solutions, including model portfolios and third-party subadvisors, with a focus on various investment strategies supported by advanced research tools.

Kirby Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at LPL Financial since 2009 and previously spent a year at Waddell & Reed in 2003. Outside of advisory services, he is involved in providing non-variable insurance products, including term and whole life insurance, as well as health insurance to small business groups and individuals. 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 and access to third-party asset managers, supported by a large network of investment adviser representatives.

Matthew Steele is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Jason Plemons is a financial advisor at LPL Financial with 21 years of industry experience. His prior roles include positions at US Bank, Petersen Hastings, Interstate Aviation, and Waddell & Reed Inc. He holds Series 63, 65, and 66 licenses. 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, and institutional platforms, supported by a large network of investment adviser representatives.

William Skavdahl is a financial advisor with LPL Financial in Pullman, WA, holding a Series 66 credential and bringing 11 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience at Waddell & Reed, Inc. and various insurance agencies. Skavdahl serves on the boards of the Pullman Regional Hospital and the Community Action Center, both nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with diversified investment strategies, technology tools, and extensive financial products across advisory and non-advisory platforms.

Lyn Brandt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Robert Gunderson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC/Morgan Stanley and Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Monica Owens is a Series 66–licensed financial advisor with 13 years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Craig Bolling and various insurance carriers. Outside of her advisory work, Owens has been involved with Maniacs since 2018. 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 portfolios, third-party asset management, and institutional platforms.

Korbin Reichardt is a financial advisor at Edward Jones in Colfax, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at the University of Idaho and Men's Wearhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.