Bailey Erickson, MBA, CFP® joined the Quantum Team as an Operations Specialist in June of 2023, just after earning his Masters of Business Administration in Finance from Washington State University. Before graduating, he also received a Certificate of Financial Planning from UC Berkeley Extension. Bailey is passionate about helping others achieve financial success and has been thrilled to partner Quantum to reach that goal. His educational background in finance, paired with both his coaching skills and professional experience, aide Bailey in exceeding our clients’ expectations. As a former live-in fraternal advisor at WSU, Bailey was the recipient of both the 2021 and 2022 WSU IFC Chapter Advisor of the Year award. He continues to serve as the recruitment advisor for the Beta Theta Pi fraternity, helping the WSU chapter win the National award for Outstanding Recruitment Program in 2023. In his spare time, he also enjoys restoring classic cars, bass fishing, skiing and camping – hobbies he first cultivated in his hometown of Vancouver, WA. Having relocated to Spokane in 2023, it's been great putting down roots here with his wife, Abby, who was born and raised in Medical Lake. Bailey is a CERTIFIED FINANCIAL PLANNER® professional at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: What can I do today to prepare my finances for retirement? When can I realistically stop working, or is early or semi-retirement possible for me? How can I proactively lower the taxes on my retirement or other major windfalls? What’s the right mix of investments to protect my money and still see it grow? What thoughtful steps can I take to make the most of an inheritance? How can I protect my hard-earned nest egg from inflation and rising costs? What’s an easy way to budget for travel, hobbies, and experiences without overspending? How do we adjust our financial plan if anything unexpected happens? Can I see how different choices I make today will affect my retirement lifestyle? Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Thanks for checking out my profile! Here's a little about me: I'm happily married to the love of my life who somehow hasn't realized how far out of my league she is (so please don't tell her). When not working, I’m probably chasing after our two amazing kids who keep life loud and full in the best ways, or experimenting with new vegan curry recipes, or injuring myself trying to get back into a workout routine since I refuse to accept that I’m no longer a 20-something Marine. I'm often asked how I got into financial planning. After the military, I headed to San Diego State University not knowing what my next steps would be, but knowing that I 1) wanted to do meaningful work that could genuinely help people, 2) had a strong interest in finance, and 3) was compelled to continue my lifelong string of side projects and small businesses I kept finding myself in. Smashing those together led to becoming a CFP® and founding Next Gen Financial Planning to serve clients often overlooked by our profession, giving me the chance to help hundreds of people navigate their financial and life journeys. Along the way, I did my best to learn from every financial planner in San Diego or elsewhere who would answer my calls or emails. Jim taught me the importance of truly listening to clients before offering solutions. Michael showed me how to think like a business owner, not just an advisor. Nancy taught me that sales can be ethical and fun. Taylor showed me the power of community and supporting each other as we grow. I'm deeply grateful to them, and to the many others who helped me get here. Next Gen grew up to be bigger than just me, and I passed the torch over to the team in 2024. Now I'm excited to set my sights on a new mission with AdviceOnly because it's time for change, not just for me but in how our profession treats both financial advisors and the clients we serve. I’m building a new model to help advisors focus on giving advice, not sales pitches. Too many are overwhelmed by compliance/tech/admin, or feel lonely, or pressured to put the firm's financial performance over their sense of what’s right. Quick note: I'm not currently taking on new ongoing financial planning clients while focusing on building the AdviceOnly platform to support other advisors, so please consider checking out www.adviceonly.com or another credible place. I do still take on an occasional small hourly projects.

Michael Collesano is a financial advisor at Stirlingshire Investments with four years of industry experience. He holds Series 63 and Series 65 licenses and has a legal background as the president of Michael Collesano LLM PC, a New York State licensed attorney and real estate broker. He also owns NYC Property Expo Inc., a Manhattan residential real estate brokerage. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and other entities across both non-high-net-worth and high-net-worth segments. The firm employs a diverse investment approach combining quantitative, fundamental, technical, and modern portfolio theory analyses, offering a range of investment types and model strategies through its Advyzon marketplace.

Chad Rusten is Chief Financial Planner at Element Squared Private Wealth in Minneapolis, MN, holding the ChFC®, CLU®, CASL®, and CLTC designations along with Series 66 licenses. He has 23 years of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance, Eagle Strategies (NY Life), and Nylife Securities. He also operates as a sole proprietor in insurance sales and services, dedicating approximately 5% of his time to this activity. Element Squared Private Wealth provides discretionary asset management and integrated financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and charting analysis to construct diversified portfolios tailored to client objectives, offering financial planning as part of its advisory services.

Daniel Prevett is a financial advisor at Stirlingshire Investments with six years of industry experience and holds a Series 65 designation. He previously worked at Prevett Financial, Midway University, and Brewton-Parker Christian University. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models.

Nathan Manes is a financial advisor at Elderado Financial, Inc. in Montrose, CO, holding Series 63, Series 65, and CFP® designations with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Consolidated Electrical Distributors. Elderado Financial provides personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations, managing approximately $195 million in client assets. The firm emphasizes client education and outreach through regular communications and educational workshops, with a focus on philanthropy and tailored advisory relationships.

Mark Alarie is a financial advisor with Stirlingshire Investments in Orlando, FL, holding Series 7 and 66 designations with ten years of industry experience. His prior roles include positions at Primerica Advisors, Cetera, Regions Bank Investment Services, and Edward Jones. He also provides small business 401(k) consulting to help clients utilize qualified retirement plans. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs multiple investment analysis methods and trading strategies, providing access to a broad range of investment types and model strategies through the ADVYZON (AIM) marketplace.

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Roy Jones is a CFP® professional and MBA with a Graduate Certificate in Financial Planning. With 26 years of financial services experience, he serves as CEO of Everspire and its affiliated firms, MHL Investments, E6 Portfolios, and TomiPlan. Everspire is an SEC-registered investment adviser with more than $289 million in discretionary assets under management. The firm serves individuals, families, businesses, charitable organizations, and retirement plans through a dedicated-advisor model centered on goals- and cash-flow-based financial planning. Everspire’s investment philosophy integrates low-cost, globally diversified core portfolios, daily tax-loss harvesting capabilities, and tax-aware alternative strategies designed to support each client’s broader financial plan.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

Douglas Shaffer is a financial advisor with Stirlingshire Investments in Toledo, OH, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Valic Financial Advisors, Directions Credit Union, and Ameriprise Financial Services. Outside of his advisory work, he is involved in variable annuities sales with RetireOne and Highland Capital. Stirlingshire RIA LLC provides discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a multi-method investment approach, including quantitative, fundamental, technical, and modern portfolio theory, and offers a range of investment options through its Advyzon marketplace.

Daren Blonski is a financial advisor at Fermata Advisors in Sonoma, CA, holding CFP® and Series 66 credentials with 14 years of industry experience. He has worked at Fermata Advisory, LLC since 2019 and was previously with Enso Wealth Management from 2016 to 2020. Fermata Advisors provides investment management, financial planning, and retirement-plan consulting primarily to individuals, small businesses, and plan fiduciaries. The firm offers both discretionary and non-discretionary services using a combination of behavioral, charting, cyclical, fundamental, and technical analysis to guide portfolio allocations.

Carman Kubanda is a financial advisor with Innovative Wealth Building LLC in Fort Worth, TX, holding a Series 66 license and six years of industry experience. Prior to joining Innovative Wealth Building in 2023, he worked at First Command Financial Planning, Inc. and several other firms. Kubanda is also the owner of Wellbeing Financial, LLC, which provides insurance services and lead generation. Innovative Wealth Building LLC offers portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs long-term trading strategies guided by fundamental analysis and modern portfolio theory, managing accounts on both discretionary and non-discretionary bases.

Robert Cucchiaro is a Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He is a founding member and president of Summit Wealth and Retirement Partners, where he has served since 2012. Cucchiaro is also involved in financial advisor coaching through his ownership of Financial Advisor Field Guide, a program focused on practice management for new advisors. Additionally, he holds a role as an independent insurance agent and is a passive partial owner of a tax preparation business. Summit Wealth and Retirement Partners is an SEC-registered advisory team managing approximately $978 million in assets for individuals, business entities, and charitable organizations. The firm provides investment management, financial planning, and pension consulting services, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs, with an emphasis on fundamental analysis in asset allocation and security selection.

Christopher Hehman is a Series 66-licensed financial advisor at FMP Wealth Advisers with one year of industry experience. Prior to joining FMP Wealth Advisers, he worked at Dimensional Fund Advisors and has academic experience at Texas Tech University and Vandegrift High School. FMP Wealth Advisers provides fee-only financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, distinguishing itself by acting as an investment manager and sponsor to private pooled investment vehicles.

Eric Hutchens is a financial advisor with Allodium Investment Consultants, LLC, holding CFP®, CFA®, and Series 66 designations and bringing 18 years of industry experience. He has been with Allodium since 2015. Allodium Investment Consultants serves a diverse client base including individuals, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary investment management, financial planning, and fiduciary consulting, focusing on low-cost, tax-advantaged, passively oriented investments implemented via mutual funds, ETFs, and third-party managers, with customized portfolios and ongoing monitoring.

Nick Fuller is a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and financial planner at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: 💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Grant Blindbury is a Partner and key member of the management team at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's vision, continually advancing client experience and creating opportunities and space for professional development. He’s also a member of the executive and investment committees. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008, and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He is also an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council.

David Brooks Sr. is a financial advisor with SMART Wealth, LLC in Omaha, NE, holding Series 63, 65, and 66 designations and 18 years of industry experience. He has been associated with SMART Wealth since 2020 and has leadership roles in multiple affiliated companies, including serving as president of Tax SMART, LLC and Mid-West Learning, Inc., which provides marketing and educational services. Brooks also oversees DMDN Insurance Company, Inc., which offers pooled insurance solutions. SMART Wealth serves individual and high-net-worth households with retirement income strategies, investment advisory, and financial planning. The firm manages discretionary portfolios through in-house models and sub-advisers, offers a Private Wealth Partners division for affluent clients, and sponsors the SMARTWay ETFs, integrating proprietary products with affiliated services.

Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.