Todd Carlson

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.

David Demars is a CFP® and ChFC® with 28 years of industry experience. He is currently with Demars Financial Group LLC and has previously worked at LPL Financial, Fidelity Financial Services, Crown Capital Securities, and Northwest Financial Advisors. Outside of his advisory work, he owns Retirement Plan Specialists Inc., a business focused on retirement plan services. Demars Financial Group LLC provides discretionary asset management, financial planning, pension consulting, and third-party manager selection for individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis, among other methods, to construct and monitor customized portfolios.

Benjamin Green is a financial advisor at Pacific Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has served as managing partner and CPA at Thrive CPA, PLLC since 2021. His prior work includes roles at Green CPA, PLLC and Green Newton Jamison, LLP. Pacific Wealth Advisory provides investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach using diversified mutual funds and offers both discretionary and non-discretionary portfolio management.

Eric Martin is a financial advisor at Concinnus Financial, Inc with six years of industry experience. He holds a Series 65 designation and has worked at Concinnus Financial since 2019. Outside of his advisory role, Martin has a longstanding position at Provident Electric since 2006. Concinnus Financial provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, along with retirement-plan consulting and participant education. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to create tailored asset allocations and operates an in-house tax preparation and accounting practice to support coordinated tax planning.

Brent Sears is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Centaurus Financial, Inc., and has operated his own business, Brent M Sears Financial, Inc./Guidance Financial, since 2002. Demars Financial Group LLC offers discretionary asset management, financial planning, limited pension consulting, and third-party manager selection services to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis along with customized or model portfolios to provide ongoing portfolio management and written financial plans.

Charles Potter is a financial advisor at Simple Wealth LLC with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory work, he serves as a board member for the Spokane Baptist Association Homes, a senior housing organization. Simple Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning for individual, high-net-worth, and charitable clients. The firm employs asset-allocation-based strategies combining fundamental, technical, cyclical, and computer-model analysis, with accounts managed on either a discretionary or client-approval basis.