Roger Waller is a financial advisor with American Independent Securities Group, LLC, based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining American Independent Securities Group in 2019, he worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. from 2016 to 2018. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base that includes individual investors, pension plans, charitable organizations, and corporations. The firm emphasizes tailored recommendations and manages accounts through an open architecture platform using a range of investment strategies, offering both discretionary and non-discretionary management options.

Kevin Grady is a CFP®-designated financial advisor at EverSource Wealth Advisors, LLC with 24 years of industry experience. He previously worked for Cambridge Investment Research Advisors, Inc. for nine years before joining EverSource in 2023. Outside of his advisory role, Mr. Grady serves on the advisory board for Adult and Teen Challenge of Spokane. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services through a national network of advisors, employing multiple investment programs and a values-based approach including Life Impact® Stewardship Planning.

Mark Miller is a financial advisor at MissionSquare Retirement with 26 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at ICMA Retirement Corporation since 2008. Outside of his advisory role, he owns and operates a farming business focused on harvesting and maintaining hay. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, employing investment advice developed by Morningstar Investment Management.

Liam Pearson Gamble is a financial advisor at Merit Financial Advisors in Spokane, WA, holding Series 65 and Series 63 credentials with seven years of industry experience. He has previously worked at Northern Capital Retirement Services, Inc., Northern Capital Management, Inc., and TD Ameritrade. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and uses a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Committee.

Robert Anderberg is a financial advisor at Plancorp, LLC with six years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Plancorp, Anderberg worked at Murray Street Capital Advisors, Magellan Federal, and F5 Financial Planning, among other firms. Outside of his advisory role, he serves as secretary for Gethsemane Lutheran Church and provides financial counseling to Armed Service Members through Magellan Federal. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm’s investment process uses Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management along with in-house tax preparation and third-party manager due diligence.

Jason Fox is a financial advisor with Prosperity Capital Advisors in Spokane Valley, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Prosperity Capital Advisors, he worked at Jericho Junction for five years and Maple Leaf Foreign Language School for eight years. In addition to his advisory role, Mr. Fox is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers a range of non-advisory services and intermediary roles.

Timothy Laughlin is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Spokane, WA. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade Investment Management, MassMutual, and MSI Financial Services. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-constructed models and third-party programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

David Chapman is a CFP® with 19 years of industry experience, currently serving at Prospera Financial Services, Inc. He previously worked at Bank of America, N.A. and Merrill. He also acts as trustee of a family trust established in 2011. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering advisory and financial planning services via multiple platforms and customizable portfolio management.

Kevin Glynn is a financial advisor at Northwest Asset Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwest Asset Management since 2018. Glynn also has experience with Merriman Wealth Management. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory in its investment approach, offering customized investment management, retirement and financial planning, consulting, tax preparation, and back-office services.

Cassandra Camerer is a Series 65 licensed financial advisor with nine years of industry experience. She is affiliated with Creativeone Wealth, LLC and has held roles at ChangePath, LLC and Ten Capital Wealth Advisors, LLC. Outside of advising, she is a co-owner of an Amway independent business focusing on health, beauty, and home care products. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to manage client portfolios.

Spencer Shelman is a CFA® charterholder with 16 years of industry experience. He currently serves as an advisor at Advisory Solutions Group and previously worked for Palouse Capital Management, Inc. for 11 years. Advisory Solutions Group, operating as FocusPoint Solutions, 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 uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with asset allocation, model implementation, and account administration.

Richard Biel is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining his current firm in 2019. Outside of his advisory role, Biel is involved in fixed insurance sales as a general agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases, with compliance oversight and multiple implementation pathways.

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.

David Eck is a financial advisor with Inspire Advisors, LLC in Liberty Lake, WA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Inspire Advisors since 2019 and previously at Cambridge Investment Research Advisors and other firms. Eck is also an owning member of Awesometown LLC dba Oakstreet Financial, where he operates as an independent insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individuals, high-net-worth clients, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and providing tax-mitigation services.

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.