Daniel Ramon Ross

Maxim Makhnyk is a CFP®-designated financial advisor at Averton Wealth with six years of industry experience. He previously worked at LPL Financial, Trustage/CMG/CBSI, Edward Jones, and MW Consulting Engineers. Averton Wealth offers discretionary asset management alongside financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses quantitative planning tools like Monte Carlo analysis and modern portfolio theory to create customized strategies, providing both portfolio management and hourly financial planning engagements.

Charles Potter Jr. is the sole advisor at Simple Wealth LLC in Liberty Lake, WA, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Securities America, Inc. and Downriver Capital Management, as well as leading his own businesses, Investment Dynamics, Inc. and Simple Leadership. He serves as a board member for the Spokane Baptist Association Homes, a senior housing organization. Simple Wealth LLC manages approximately $54.2 million for about 108 clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and multiple analysis methods, employing a range of investment vehicles tailored to client goals and risk tolerance.

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.

Shane Veitenheimer is a financial advisor with Strong Tower Financial Group in Spokane Valley, WA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has previously worked at Merrill Lynch, Wells Fargo Clearing Services, and Northwestern Mutual among other firms. Shane is also licensed as an independent insurance agent. Strong Tower Financial Group provides financial planning, investment consultation, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a combined investment approach using fundamental, technical, and cyclical analyses alongside Modern Portfolio Theory, and offers a mix of hourly financial planning and portfolio management with regular public educational workshops.

Todd Carlson is the principal of Carlson Financial Advisory, LLC, an independent firm based in Liberty Lake, WA. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory work, he provides business valuation and consulting services, including the preparation of individual income taxes, through an affiliated accounting practice. Carlson Financial Advisory serves individual and high-net-worth clients by offering portfolio analysis and referring clients to a third-party investment adviser for implementation and ongoing management. The firm emphasizes modern portfolio theory and a long-term, mutual-fund-focused strategy, operating primarily in a non-discretionary capacity with a focus on due diligence and oversight of the external manager.

Brian Hull is the principal of Hull Wealth Management LLC in Liberty Lake, WA. He holds a Series 65 designation and has one year of experience as a financial advisor. Prior to founding his firm, he worked at Liberty Mutual Insurance and maintains an active CPA practice. Hull Wealth Management LLC provides CPA-integrated wealth management and financial planning services to individuals and high-net-worth households, including families and small business owners. The firm emphasizes passive indexing with low-cost ETFs and mutual funds, using tax-aware strategies such as asset location, rebalancing, and tax-loss harvesting.