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.

Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.

Sarah Busch is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with Boldin Advisors and previously worked at NewRetirement Advisors LLC and Northstar Financial Management, Inc. Outside of her advisory role, she is a 50% owner of a farming operation and a land holding company in Colton, WA. Boldin Advisors provides financial planning and consulting services to individuals, trusts, estates, and small businesses, emphasizing a long-term, diversified investment approach using indexed mutual funds and ETFs. The firm offers planning through fixed, hourly, or ongoing engagements but does not manage client portfolios or hold client assets.

Christopher Walker is a CFP® and ChFC® with 17 years of experience in financial services. He has worked at Purshe Kaplan Sterling Investments and Northwestern Mutual in various capacities before joining HRC Wealth Management, LLC, where he is part of an eight-advisor team. In addition to his advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to construct primarily long-term, multi-asset portfolios and offers ongoing portfolio monitoring and discretionary management.

Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.

Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.

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.

Mark Watson is a financial advisor at HRC Wealth Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, Watson serves as Treasurer for the Moscow High School Bears Gridiron Club and is a member of the Finance Committee for Eastside Mall, where he oversees accounting and tax filings. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach combining fundamental and technical analysis, with an emphasis on individualized advice and ongoing portfolio monitoring.

Cade Konen is a financial advisor at HRC Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Konen has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. He serves as treasurer and a 33% member of Vandall Boosters, Inc., a nonprofit organization. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental and technical methods to construct primarily long-term portfolios with a diversified mix of assets and maintains an affiliation with Hayden Ross PLLC, which offers tax and accounting services.

Eric Kiblen is a financial advisor with HRC Wealth Management, LLC in Moscow, Idaho, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and HRC Wealth Management since 2015. Outside of his advisory work, Kiblen serves as the head coach of the varsity softball team for the Moscow School District. HRC Wealth Management, operating as Hayden Ross, provides asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset approach that includes individual securities, mutual funds, ETFs, options, and alternative investments, with an emphasis on individualized advice, ongoing portfolio monitoring, and the use of both fundamental and technical analysis.

Kaitlin Jones is a CFP® and holds a Series 65 license with 12 years of industry experience. She is currently with Compound Planning, Inc., where she has worked since 2025. Her prior experience includes roles at Northstar Financial Management Inc. and HRC Wealth Management, LLC. Compound Planning, Inc. serves individuals, financial intermediaries, and institutional clients through portfolio management, turnkey asset management services, direct-index solutions, financial planning, and sub-advisory arrangements. The firm manages approximately $4.3 billion in assets and offers both discretionary and non-discretionary portfolio management with customization options and ongoing client oversight.

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.

Kirsten Helbling is a financial advisor with D.A. Davidson & Co. in Moscow, ID, holding a Series 66 designation and four years of industry experience. She has been with D.A. Davidson & Co. since 2016 and previously worked at La Casa Lopez from 2013 to 2016. Outside of her advisory role, she operates a small sole proprietorship unrelated to investments, where she spends a limited amount of time cleaning an office weekly. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Stephen Wesner is a financial advisor with D.A. Davidson & Co., holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He has been with D.A. Davidson since 2009. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm provides ERISA-compliant retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Rusty Schatz is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience and holds a Series 66 designation. He has been with D.A. Davidson since 2008. Outside of his advisory role, he serves as a visiting professor teaching a finance course at the University of Idaho and is a partner in a hay and cattle operation, Treasure Ridge Ranch LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Danny Smith is a financial advisor with Thrivent Investment Management in Moscow, Idaho, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016 and previously spent eight years at the Feuerstein Group. Smith serves as a board member for Greenfield Giving, an organization focused on supporting charitable works worldwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority and emphasizes ongoing plan reviews and integration with managed-account programs.

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 work includes long-term roles at Waddell & Reed and various insurance agencies, as well as involvement with community organizations such as the Pullman Regional Hospital Foundation and United Way. Feuerstein also serves as a notary public and has been active in local nonprofit and business activities in Pullman, WA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Dale Miller is a financial advisor with Morgan Stanley in Moscow, Idaho, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory role, Miller receives occasional publishing royalties from past books and is involved in business development with entities in automotive/transportation and publishing as well as a real estate partnership. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services that range from personalized planning to corporate financial planning agreements.

Nikki Prestimonico is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a single point of contact dedicated to providing responsive and knowledgeable client service to affluent families. She focuses on addressing the complex needs involved in growing, preserving, and transferring wealth, emphasizing the importance of forming strong relationships with clients and their families to maintain trust and reliability. Nikki has held various positions at Fidelity Investments since 2015, including Financial Consultant, Senior Relationship Manager, Wealth Management Relationship Manager, and Wealth Management Regional Director. Her experience spans several years in wealth management, demonstrating a progression of increasing responsibilities within the firm. She holds a California Insurance License.

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.

Connor Devries is a Series 66–licensed financial advisor with Thrivent Investment Management, based in Moscow, ID, with one year of industry experience. Prior to his current role, he worked at Frontier Adjusters and held positions at Whitman County Sheriff's Office and Inland Northwest Broadcasting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, tax, estate, and special needs without managing implementation. The firm combines holistic, goal-based analyses with a managed-account program, delivering planning services through a large network of financial advisors.

Dennis Logan is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he held positions at Pullman Radio Group, Cintas, and the University of Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of over 23,000 financial advisors.

Cotton Sears is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at HRC Wealth Management, Purshe Kaplan Sterling Investments, and an earlier tenure at LPL Financial. Outside of advising, he serves as an adjunct professor at Washington State University and works as a part-time institute instructor for the Church of Jesus Christ of Latter Day Saints. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research and a large network of investment adviser representatives.

Kirby Brown is a financial advisor with LPL Financial in Pullman, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Brown is involved in offering term and whole life insurance as well as health insurance to small business groups and individuals. LPL Financial serves a broad range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a variety of advisory and brokerage services supported by an in-house research team and offers flexible investment solutions tailored to client needs.

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.

Ryan Prestimonico is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He focuses on helping clients become better investors to work towards their financial goals. He has extensive experience in financial advisory roles, having previously served as Vice President and Financial Consultant at Charles Schwab from 2003 to 2018. Prior to that, he was a Financial Advisor at UBS - Paine Webber from 2002 to 2003 and an Investment Representative at Edward Jones from 2000 to 2002. Ryan holds a California Insurance License.

David Drumhiller is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at LPL Financial, Washington State Employee Credit Union, WSECU Investment Management, and COUNTRY FINANCIAL. Outside of advising, he serves as a commissioner for the City of Pullman and is a member of the advisory council for the Pullman Regional Hospital Foundation. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer supporting a broad client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments with advanced portfolio optimization tools and offers access to a wide range of investment vehicles and third-party managers.

Kadie Reichardt is a financial advisor at Edward Jones in Moscow, ID, holding a Series 66 designation with industry experience beginning in 2025. Prior to joining Edward Jones, she worked at Moscow Realty for five years and at TruStage for nineteen years. 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 strategies supported by more than 23,700 financial advisors nationwide. The firm manages approximately $1.01 trillion in assets and provides services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

John Mlazgar Jr. is a financial advisor with Edward Jones in Moscow, ID, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a photography website and serves as a board member for the Saint Mary's school foundation. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including tax-efficient solutions and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities beyond advisory services.

Jason Plemons is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at US Bank, Petersen Hastings, Interstate Aviation, and Waddell & Reed Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

William Skavdahl is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and community organizations. He serves on the boards of Pullman Regional Hospital and the Community Action Center. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gregory Bloom is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

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.

Shawn Greenfield is a financial advisor with Thrivent Investment Management in Moscow, ID, holding a Series 66 credential and five years of industry experience. Prior to joining Thrivent in 2020, he worked at Navitas and Washington State University. Outside of finance, Greenfield is the CEO of Greenfields Photography, specializing in nature and portrait photography, and serves as treasurer and board member for Palouse Care Network, a nonprofit addressing pregnancy and sexual health concerns. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based planning across a broad range of financial topics. The firm offers these services without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Broadus Littlejohn III is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 66 credentials and bringing 16 years of industry experience. He worked at Covenant Investment Advisors, LLC from 2008 to 2020 before joining Thrivent Financial and Thrivent Investment Management in 2020. Outside of his advisory role, he serves as a board member for the Davenant Institute, a nonprofit focused on classical Protestant scholarship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option while maintaining these services as separate engagements.

Robert Gunderson is a financial advisor with Edward Jones in Pullman, Washington, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at E*TRADE Securities LLC/Morgan Stanley and Equitable Advisors, among other roles. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Andrew Nicholas is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its investment management arm since 2015. Outside of his advisory role, he is the owner of AGN Holdings LLC, a real estate holding company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Monica Owens is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Her prior roles include work at Craig Bolling and Waddell & Reed, Inc. She is also involved with Maniacs, an outside activity she has maintained since 2018. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Fereday is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at Securities America Advisors and SII Investments, Inc. He is also involved in non-variable insurance activities. LPL Financial offers advisory and brokerage services to a diverse client base that includes individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Beau Melton is a financial advisor with Edward Jones in Moscow, Idaho, holding a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020. Melton serves as a board member for the Latah County Library Foundation, providing quarterly investment performance and market updates without compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Ryan Hamilton is a financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at Zions Bank and Umpqua Bank. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Korbin Reichardt is a Series 66 credentialed financial advisor with Edward Jones in Moscow, Idaho. He joined Edward Jones in 2026 and has prior work experience at the University of Idaho, Men's Wearhouse, and Wilson West Lawn High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Jeffrey Bollinger is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® designation and Series 63 license. He has worked at Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products with approximately $1.01 trillion in assets under management.

Derek Hamilton is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Edward Jones in Pullman, WA. Prior to his tenure at Edward Jones, he worked at Pioneer Title Company of Washington for seven years. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Carolyn Hicklin is a financial advisor with Edward Jones in Moscow, ID, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.