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.

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.

Peter Blackwell is a CFP® professional with 26 years of experience in financial advising. He is the principal advisor at Freedom Wealth Management LLC, an independent firm he founded in 2025. Prior to this, he worked for Edward Jones from 2004 to 2017 and LPL Financial from 2017 to 2026. Freedom Wealth Management serves individual and high-net-worth clients, trusts, small businesses, and charitable organizations with portfolio management and integrated financial planning. The firm builds customized portfolios using a variety of investment vehicles, emphasizes strategic asset allocation with tactical flexibility, and operates on LPL Financial platforms while coordinating with LPL research and third-party strategists.

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.

Maryanne John is a financial advisor at Serenity Advising in Spokane, WA, holding a Series 66 designation with 12 years of industry experience. Her prior roles include positions at Simple Wealth LLC, OSAIC, and Securities Service Network, Inc. In addition to her advisory work, she volunteers as a financial literacy educator for the nonprofit Financial Beginnings. Serenity Advising provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm emphasizes client-specific investment policy development and serves retirement plans as a limited-scope ERISA 3(21) fiduciary, utilizing fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory in its investment approach.

Brandon Michaelsen is a financial advisor at Freedom Asset Management with 19 years of industry experience. He holds the Series 66 designation and has previously worked at JMK & Associates, LLC, and LPL Financial. Michaelsen operates independently through his advisory firm based in Spokane, WA. Freedom Asset Management provides investment management and financial planning services primarily to individuals and business owners, including high-net-worth clients. The firm emphasizes continuous portfolio supervision and utilizes a variety of analytical methods across discretionary accounts totaling over $140 million in assets under management.

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 at Strong Tower Financial Group with 14 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has previously worked at Merrill Lynch, Northwestern Mutual, and Wells Fargo Clearing Services. Shane is also licensed as an independent insurance agent. Strong Tower Financial Group serves individuals, high-net-worth individuals, and small businesses by providing comprehensive financial planning, investment consultation, and portfolio management. The firm offers customized financial plans and educational workshops, using a combination of analytical methods and a core-and-satellite investment framework to manage accounts and deliver financial planning services.

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.

Peter Finn is a financial advisor with Finn Wealth Management LLC in Spokane, WA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Finn Wealth Management is an independent firm providing discretionary investment management and financial planning to individuals, trusts, businesses, and non-profit organizations. The firm uses a combination of fundamental, strategic, technical, and memetic analysis with a long-term investment approach, and it offers a range of tools including stocks, bonds, mutual funds, ETFs, structured products, and covered-call options.

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.

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.

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.

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.

Edwin Hill is a CFP® professional with 12 years of experience, currently serving at Stewardship Concepts Financial Services LLC since 2013. He holds the Series 63 designation and is based in Spokane, WA. Outside of his advisory role, Mr. Hill serves as Treasurer on the board of Big Table, a nonprofit supporting the hospitality industry, and is a member of the Spokane Chapter of the Financial Planning Association. Stewardship Concepts provides personal financial planning and discretionary investment management to individuals, families, trusts, family businesses, corporations, and charitable organizations. The firm operates as a fee-only fiduciary, emphasizing global diversification and strategic asset allocation with tactical adjustments guided by both fundamental and technical analysis.

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 37 years of industry experience. He previously worked at Focus Point Capital LLC, Wealthmark, LLC, NBC Partners, PLLC, and ICM Asset Management, Inc., and has experience in business consulting. He 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 is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm offers portfolio management with customized Investment Policy Statements, employing both fundamental and technical analysis, and uses a range of strategies including small and micro-cap securities and covered-call overlays.

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.

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.

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.