Joseph Matelich is a financial advisor with Physician Advising LLC in Newport, WA, holding Series 63 and Series 65 credentials. He has nine years of industry experience, including prior roles at RoseCap Investment Advisors and Backroads. Since 2017, he has been with Physician Advising LLC in various capacities. Physician Advising LLC provides financial planning and discretionary investment management to individuals, high-net-worth individuals, trusts, and businesses. The firm employs a buy-and-hold passive indexing strategy based on Modern Portfolio Theory, managing diversified portfolios primarily with index mutual funds and ETFs.

Iliana Reinhardt is a financial advisor at Reinhardt Consulting with one year of industry experience. She holds a Series 65 designation and has prior experience at Saltbox Financial LLC and Wholehearted Bookkeeping. Reinhardt Consulting provides written financial plans and non-discretionary investment advisory services primarily to individuals and families. The firm also offers paid tax filing and accounting services, technical assistance for digital assets, and periodic educational seminars, using a long-term, fundamental analysis-based investment approach tailored to client goals and risk tolerance.

Marilee Stephens is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 designations and 32 years of industry experience. She previously worked at First Financial Equity Corporation for 11 years before joining her current firm in 2022. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Andrew Dibble is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He served in the United States Marine Corps for 20 years before beginning his advisory career. Additionally, he is involved with Imagine Financial, LLC in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by a high client-to-advisor ratio and a platform-focused approach.

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.

Elizabeth Glazier is a financial advisor with LPL Financial and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Edward Jones, Idaho Forest Group, and Thorne Research. She is also involved with Electrends LLC, operating Cottonwood Cove RV Park in Priest River, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Joshua Parke is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024, following prior roles at OSAIC and SagePoint Financial. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Seth Callos is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory work, he serves on the board of the Priest River Development Corporation and assists with a local food cart business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.