Jonah Michael Bies

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.

Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Eric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.