Lisa Mitrovich is a financial advisor with The Wealth Consulting Group in Spokane, WA. She holds the Series 66 designation and has six years of industry experience. She has worked with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers services through various custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory support.

Daniel Rhoades is an investment adviser representative with Principal Advised Services in Spokane, WA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at various Principal entities since 2010, including Principal Life Insurance Company, Principal Financial Services, and Principal Bank. In addition to his advisory role, he serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models and discretionary investment management. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Matthew Barton is a financial advisor at MissionSquare Retirement with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fisher Investments, WealthFactor, LLC, and Farther Finance Advisors, LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed with Morningstar Investment Management.

William Moon II is a CFA® charterholder with 11 years of industry experience. He is currently with Davidson Investment Advisors, Inc., where he has worked since 2018, previously holding positions at D.A. Davidson & Co. and Hart Capital Management, Inc. Outside of his advisory role, Moon is involved in local community activities as the owner of a crepe food service business and serves as a collegiate baseball commentator for KHQ Television Group and Gonzaga University. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis across multiple asset classes and emphasizes active, long-term management with tax-aware strategies.

Cassandra Frederiksen is a financial advisor with Merit Financial Advisors in Spokane, WA, holding Series 66 and Series 63 licenses and having 10 years of industry experience. Her career includes roles at LPL Financial, Mariner Independent Advisor Network, and Purshe Kaplan Sterling Investments. She is also a commissioned notary public in the state of Washington. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across multiple offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal committee, allowing advisors to customize portfolios using various models and platforms.

Scott Kine is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Integra Financial Services, Ohio National Financial Services, Integrated Business Network, and Princor Financial Services Corporation. Outside of his advisory work, he serves as an assistant coach for the Shadle Park High School varsity fast pitch team. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs through various third-party platforms.

Michael Smalley is a CFP® professional at Merit Financial Advisors in Spokane, WA, with 16 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Viren and Associates. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Tyler Snyder is a financial advisor at Eversource Wealth Advisors, LLC with two years of industry experience. Prior to joining Eversource, he worked at Grady Financial Network and Pierce Lane Partners, and spent 13 years at TriMet. He owns Strahorn Consulting LLC, a small business consulting firm, and is a licensed insurance agent. Beginning in August 2025, Tyler will deliver financial presentations to employees of Costco and other companies in the Pacific Northwest through My Secure Advantage. Eversource Wealth Advisors serves a broad range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, using multiple investment programs and a comprehensive investor profiling process.

Paul Viren is a ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments, Mariner Independent Advisor Network, LPL Financial Corporation, and Strategic Wealth Advisors Group. Outside of advising, he is an artist who creates and exhibits pens in local galleries, serves as chairperson for the Whitworth Presbyterian Church Endowment Committee, and is co-authoring a book aimed at educating financial advisors and investors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally overseen sleeves and models, offering customizable investment solutions supported by an internal Investment Management team and committee.

Devin Paine is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Wealth Enhancement Group, Palouse Capital Management, PFS Investments Inc., Primerica Financial Services, and a prior career at Intel. He is also the owner of The Success Promise, LLC, a business entity established for investment-related purposes. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, account administration, and management of external retirement assets.

Kevin Zickler is a financial advisor at MissionSquare Retirement with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Voya Financial Advisors, Inc., and several other firms. Outside of his advisory role, he coaches youth soccer for the Spokane Youth Sports Association. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by providing plan administration, recordkeeping, education, and advisory services for deferred compensation and qualified retirement plans. Their Guided Pathways Advisory Services deliver personalized investment advice and managed accounts supported by Morningstar Investment Management’s models and analysis.

Gary Markham is a financial advisor with Commonwealth Financial Network in Spokane, WA, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, MSI Financial, and Pillar Financial Group. He is also the owner of Spokane Small Business Benefits, LLC, a private entity focused on insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $213 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

David Gordon is a CFP® with 18 years of experience in financial advising. He is currently with Hightower Advisors and has previously worked at Ten Capital Wealth Advisors, LLC and Mutual Advisors, LLC. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

David Pollock is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth, operating under the Advisers Act fiduciary standard.

Johnny Johnston is a financial advisor with Valic Financial Advisors in Spokane, WA. He holds a Series 66 designation and has 20 years of industry experience. Prior to his current role at Valic Financial Advisors since 2005, he has also been associated with Agia since 2022, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Jillian Bell is a financial advisor with Valic Financial Advisors in Spokane, WA, holding a Series 66 designation and 13 years of industry experience. She has been with VALIC Financial Advisors since 2014 and also serves as an agent with Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Jonah Bies is a financial advisor at CWM, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortis Financial Partners and Waymaker Wealth Advisors. Outside of his advisory role, he also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered adviser serving a diverse client base including individuals, families, foundations, and institutions through a large network of partner offices and more than 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, focusing on retirement plan and institutional services.

Reid White is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Primerica Advisors in Spokane, WA. He previously worked at Northwestern Mutual Wealth Management Company and its related entities for eight years. In addition to advising, he operates as an insurance agent providing life, disability, and long-term care insurance, as well as fixed annuities. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs multiple proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Christopher Wright is a financial advisor at Brookstone Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with Integrated Financial Services of Washington and Brookstone Capital Management since 2014. Wright also served at Moody Broadcasting for 29 years. Outside of his advisory role, he is president of the board of directors at the Genesis Institute and works as an independent insurance agent specializing in life, disability, and annuity products. Brookstone Capital Management provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a wide client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Tyler Crume is a financial advisor with D.A. Davidson & Co. in Spokane, WA. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior experience includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and wealth management, distinguishing itself with municipal advisory activities and affiliated custodial entities.