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.

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.

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.

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.

Taylor Demars is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA. He holds the CFP® designation and Series 66 license and has six years of industry experience. Prior to joining Demars Financial Group, he worked at Crown Capital Securities, LP and LPL Financial. Outside of his advisory role, Demars is involved with Flocks and Fields, LLC, a non-investment related business entity. Demars Financial Group provides discretionary asset management, financial planning, limited pension consulting, and recommendations for third-party money managers to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client objectives using a combination of model portfolios, third-party sub-advisers, and various analytical approaches, managing approximately $374 million in discretionary assets across several hundred client accounts.

Ryan Robinson is a financial advisor with Pacific Wealth Advisory, LLC in Spokane Valley, WA, holding a Series 65 designation and two years of industry experience. He is also an equity partner at Thrive CPA, PLLC, where he provides accounting services. Robinson’s prior experience includes roles at Stauffer & Associates, PLLC and Butler, Robinson & Associates PS CPAs. Pacific Wealth Advisory offers 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 based on Modern Portfolio Theory, utilizing diversified mutual funds and relying on third-party sub-advisors and operational support.

Jon Dawn is a financial advisor at Long Bridge Capital Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2014 to 2019. Outside of advising, he also works as a credit analyst for a fintech company. Long Bridge Capital Management is a discretionary investment adviser that manages approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, utilizing a mix of fundamental and technical analysis to manage diversified portfolios that include mutual funds, equities, ETFs, fixed income, and non-U.S. securities.

Robert Astin is a financial advisor at Pacific Wealth Advisory, LLC in Spokane Valley, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Pacific Wealth Advisory, he worked at Thrive CPA, PLLC—where he is a partner—and previously held roles at Green CPA, PLLC, Schweitzer Engineering Laboratories, and Ernst & Young, LLP. In addition to his advisory work, Astin maintains active involvement as a partner at Thrive CPA, PLLC, providing CPA services to clients. Pacific Wealth Advisory serves individual and high-net-worth clients, business entities, and retirement plans with asset management, ERISA plan services, and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment strategy using primarily institutional asset-class mutual funds and offers both discretionary and non-discretionary portfolio management.

Molly Martin is a financial advisor at Concinnus Financial, Inc. with six years of industry experience. She holds a Series 65 designation and has been with Concinnus Financial since 2019. Prior to that, she worked at Checks and Balances Enterprises, Inc. for seven years. Concinnus Financial provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, also offering retirement-plan consulting and participant education. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to develop client-specific asset allocations and operates an in-house tax preparation and accounting practice alongside its advisory services.

Christie Rooney is a financial advisor at DW Investment Solutions, Inc. in Spokane Valley, WA, holding a Series 65 credential with four years of industry experience. She has been with DW Investment Solutions since 2020. DW Investment Solutions serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm offers discretionary investment supervisory services and financial planning, using both fundamental and technical analysis with a variety of investment strategies and products.

Pamela Dobson is a financial advisor at Moulton Wealth Management, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisors and D.A. Davidson & Co. in addition to her current role. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm manages approximately $159.7 million for about 477 clients, offering tailored investment strategies and retirement cash-flow planning, along with free public seminars and workshops.

Linda Walker is a Series 65-credentialed financial advisor with 19 years of industry experience. She has been with DW Investment Solutions, Inc. since 2009. DW Investment Solutions serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm provides discretionary investment supervisory services and financial planning, employing both fundamental and technical analysis with a range of investment products and maintaining quarterly account reviews.

Donald Moulton is a CFP® with 24 years of industry experience and is a principal at Moulton Wealth Management, Inc. He has worked at the firm since 2008 and previously at Cetera Advisors LLC. In addition to his advisory role, he is involved in tax preparation through RTPS Income Tax Preparation, Inc. and reviews estate planning documents at Moulton Law Office. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs a range of investment strategies tailored to client objectives and risk tolerances, manages accounts on a discretionary basis with periodic reviews, and offers retirement cash-flow planning and public educational seminars at no charge.

Rial Moulton is a CFP® and PFS™ with 29 years of industry experience. He is the principal at Moulton Wealth Management, Inc., where he has worked since 2008. His prior experience includes roles at Cetera ADVISORS LLC and ownership of a law practice. In addition to financial advising, he is involved in tax preparation through RTPS Income Tax Preparation and has experience as an insurance agent. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm incorporates retirement cash-flow planning, uses a combination of fundamental and technical analysis, and manages accounts on a discretionary basis with periodic reviews. It also offers free public seminars and sponsors a wrap fee program, which is uncommon among peer supported firms.

Richard Kennedy is a financial advisor at Demars Financial Group LLC in Spokane Valley, WA. He holds a Series 65 designation and has recently entered the industry. His prior experience includes roles at Flocks and Fields LLC and McGriff Insurance Services, as well as self-employment and positions in education. Demars Financial Group LLC offers 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 a variety of investment strategies, including fundamental and technical analysis, to construct customized and model portfolios.

John Meyer is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at Severin Investments LLC since 2016 and previously spent 16 years at LPL Financial, LLC. In addition to his advisory role, he acts as a trustee for a revocable trust and serves as a direct writing agent for an insurance agency. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm offers discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support, utilizing proprietary model portfolios and an investment policy statement process managed by an internal Investment Committee.