Drew Kenneth Constanzer

Darin Hayes is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2005. Outside of his advisory role, Hayes is involved in publishing and marketing several books through his business ventures and participates in local politics as a precinct committeeman for the Kootenai County Republican Central Committee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory services under fiduciary standards, combining qualitative and quantitative analysis, and distinguishes itself through municipal advisory activities and affiliated custodial services.

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.

Patrick Wardian is the principal of Wardian Wealth Management, Inc. in Coeur d'Alene, ID, holding a Series 65 credential and with 18 years of industry experience. He has worked at Wardian Wealth Management since 2009 and previously at Madison Avenue Securities from 2013 to 2018. Outside of financial advising, he owns and markets a retirement-focused referral network called Your Retirement Resource Center. Wardian Wealth Management provides financial planning and consulting services to individuals, high-net-worth clients, and business entities. The firm focuses on producing written financial plans and one-time consultations without managing client assets or prescribing specific securities.