Ryan Moore

James Johnson is a ChFC® and Series 66-registered financial advisor with 22 years of industry experience. He has been operating Sound Investment Strategies, Inc. since 2007 and is also licensed as an insurance agent. Sound Advisory Services Inc. provides investment advice primarily to individual clients by facilitating discretionary portfolio management through a third-party registered investment adviser, Gradient Investments. The firm focuses on client education, investment process oversight, and ongoing non-discretionary support without directly managing or custodying client assets.

Rebecca Jensen is a financial advisor at APEX Advisory Group, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding APEX Advisory Group in 2020, she worked at NYLIFE Securities LLC and New York Life Insurance Co. and has a background with Sphyra, LLC and Max Q Training Company, Inc. She is also the managing member of No Worries CFO, LLC, a tax preparation and accounting firm. APEX Advisory Group provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a valuation-driven, fundamental, long-term investment approach and utilizes third-party discretionary managers for portfolio implementation, while offering tax, insurance, and exit-planning services through affiliated entities.

Bill Smith is a financial advisor with APEX Advisory Group, Inc. in Spokane, WA, holding a Series 63 designation and 35 years of industry experience. He has been affiliated with multiple related entities, including The Apex Group and Questar Asset Management, since 1987. In addition to advisory services, he spends part of his time selling insurance products. APEX Advisory Group, Inc. provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm follows a valuation-driven, fundamental, and long-term investment philosophy, primarily implementing portfolios through third-party discretionary managers while offering tax, insurance, and exit-planning services through affiliated entities.

Steven Neff is a financial advisor at Long Bridge Capital Management with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Focus Point Capital LLC, Wealthmark, LLC, and NBC Partners, PLLC. Neff serves on the loan committee for Ignite Northwest and volunteers as a co-manager for Springboard, organizations that support early-stage companies. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, employing a combination of fundamental and technical analysis with both long-term and short-term trading strategies. The firm manages various asset classes and incorporates small- and micro-cap investments, leveraged funds, and an enhanced-income approach within customized Investment Policy Statements.

Richard Cullen is a CFP® with 13 years of industry experience, currently serving at Inland Financial Planning in Spokane, WA. His prior roles include positions at Cullen Financial Planning LLC, Lodestone Wealth Management, and Northern Capital Management, among others. Cullen is also an officer in the Washington Air National Guard, where he has served since 2006. Additionally, he is involved in a family business that coordinates the manufacturing and sales of gardening and harvesting aprons. Inland Financial Planning provides wealth management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm manages discretionary portfolios using a combination of quantitative and qualitative analysis, incorporating core-and-satellite allocations and offering participant educational workshops and retirement plan advisory support.

Jennifer Traynor is a financial advisor at Inland Financial Planning in Spokane, WA, with two years of industry experience. She holds a Series 65 designation and previously worked for Fidelity State Bank & Trust Co. and Noonday Collection. Inland Financial Planning provides wealth management, comprehensive financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm combines quantitative and qualitative analysis in its investment approach, utilizing core-and-satellite allocations and offering both discretionary portfolio management and participant educational workshops.