James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 16 years of industry experience. He has led Atrato Asset Management since its founding in 2009. Atrato Asset Management LLC provides discretionary and non-discretionary investment advisory and family office services primarily to wealthy family groups and high-net-worth individuals. The firm focuses on portfolio construction, asset allocation, manager selection, and ongoing oversight, typically operating on a non-discretionary basis and utilizing fundamental and cyclical analysis alongside third-party managers and private 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 in Pullman, WA, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include work at Waddell & Reed and leadership of the Feuerstein Group. He has served on nonprofit boards such as the Pullman Regional Hospital Foundation and United Way. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

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 at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at HRC Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory role, Sears serves as an adjunct professor at Washington State University and as a part-time institute instructor for the Church of Jesus Christ of Latter Day Saints. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and consulting services, supported by research and model portfolios from both internal and third-party sources.

Kirby Brown is a financial advisor at LPL Financial with 22 years of industry experience and holds Series 63 and Series 65 credentials. He has been with LPL Financial since 2009. Brown also maintains involvement in non-variable insurance products, offering term and whole life insurance as well as health insurance to small business groups and individuals. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by various model portfolios and research.

Matthew Steele is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

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, Series 65, and Series 66 registrations. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

William Skavdahl is a financial advisor with LPL Financial in Pullman, Washington, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Waddell & Reed, various insurance carriers, and service on the boards of Pullman Regional Hospital and the Community Action Center. He has also served as a notary for over two decades. 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. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, research, and technology-driven strategies.

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 credentialed financial advisor with 13 years of industry experience. She has worked at LPL Financial since 2021 and previously held positions at Craig Bolling and Waddell & Reed, Inc. Outside of her advisory roles, she has been involved with the Maniacs organization since 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.