Carol Weems is a CFP® professional with 22 years of experience in financial advising. She is currently with Independent Financial Partners and has previously worked at Triad Advisors, Inc., Resources Investment Advisors, and LPL Financial. In addition to her advisory role, she is involved with CJK Investment Consultants, focusing on fixed insurance and annuity products. Independent Financial Partners is a nationwide firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized advisory model. The firm offers a range of services including investment advisory, financial planning, trust, and retirement-plan consulting, with notable capabilities in formal retirement-plan advisory and pension consulting.

Jerry Thew is a financial advisor with Centaurus Financial, Inc. in Spokane, WA, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He has been with Centaurus Financial since 2011. Outside of his advisory role, he works as a Medicare and medical insurance agent and is involved in life insurance sales. Centaurus Financial, Inc. serves a broad range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches.

Brent Wise is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. He has worked at Ameritas Advisory Services and Ameritas Life Insurance Corp., and he owns Wise Choice Planning, LLC. Additionally, he serves as a consultant for Spokane Valley Performing Arts (SVPAC). Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing a range of investment strategies and maintaining firm-level affiliations that support comprehensive client solutions.

Thomas Drynan is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Since 2008, he has operated Drynan Strategic Financial Solutions, a firm brokering non-registered insurance products through various outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives and specializes in advisory services connected to insurance and annuity products within the New York Life affiliate structure.

Collin Main is a financial advisor with TIAA-CREF in Spokane, WA, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Charissa Hatten is a financial advisor with Valic Financial Advisors in Spokane, WA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Clay Trenz Financial Services/Acuity Wealth Advisors and Young Living Essential Oils. Outside of finance, she is an occasional guest speaker at churches and non-profits, drawing on her background in biblical studies, nonprofit leadership, and teaching. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Nicholas Drynan is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Eagle Strategies (NY Life) and holds a Series 66 license. He has two years of industry experience, including his current role at Drynan Strategic Financial Solutions. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Besse Bailey is a financial advisor with D.A. Davidson & Co. based in Spokane, WA. She holds a Series 66 designation and has 18 years of prior experience at Mountain West Bank, division of Glacier Bank, before joining D.A. Davidson in 2025. D.A. Davidson & Co. provides a broad array of investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards under the Advisers Act and ERISA, offering both qualitative and quantitative investment analysis along with municipal advisory and underwriting services.

Jessicca Rude is a financial advisor at D.A. Davidson & Co. in Spokane, WA, with 10 years of industry experience and a Series 66 credential. She has served on the boards of two nonprofit organizations: Koru Multicultural and Diverse Library, where she is Treasurer, and Aspire Community Theatre, where she is Secretary. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advice, financial planning, equity research, and specialized wealth management programs.

Maria Pollack is a financial advisor at Hightower Advisors with a Series 65 designation. She has two years of industry experience, including roles at TEN Capital Wealth Advisors and involvement with Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm employs a multi-manager investment approach, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles to serve its clients.

Daryl Geffken is a financial advisor with Hightower Advisors holding a Series 66 designation and seven years of industry experience. He worked for D.A. Davidson & Co. for ten years before joining Hightower Advisors in 2024. Geffken serves as a board member for the Spokane Sounders Soccer Club and Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment strategies.

Brian Hurst is a financial advisor with Eagle Strategies (NY Life) based in Spokane Valley, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Hurst is the owner and lead teacher of The Science Factory, a summer camp, and he also provides business consulting for his wife's YouTube channel. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Carano is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Carano has been with Eagle Strategies since 2022 and has a longer tenure with affiliated New York Life entities dating back to 2009. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, managing a majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Buddy Honshell is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at D.A. Davidson since 2011. Outside of his advisory role, he serves as a board member for the Brickert Country Estates Homeowners' Association in Post Falls, Idaho. 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 offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards while utilizing both qualitative and quantitative investment analysis.

Jacob Timm is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Ten Capital Investment Advisors, LLC since 2012. Timm joined Hightower Advisors in 2023 and is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management among other services.

Colson Cripps is a CFP® and ChFC® affiliated with Eagle Strategies (NY Life) with four years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as entrepreneurial experience with Cripps Financial Group LLC. He has additional work history in diverse fields including retail and product development. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis, working extensively with institutional plan sponsors within the New York Life affiliate structure.

Christopher Codd is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at MGI Funds Distributors, LLC and Mercer Investments, LLC. Outside of his advisory role, Codd serves on the boards of Catholic Charities of Spokane and the Catholic Diocese of Spokane Foundation and volunteers with Hospice of Spokane and several local Catholic school finance committees. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm offers fiduciary advisory services, retirement plan support, financial planning, and a private wealth program for clients with significant net worth, utilizing both qualitative and quantitative investment analysis.

Aristo Arana is a financial advisor at Centaurus Financial, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been with Centaurus Financial since 2010 and has worked at Mark Nissley since 2007. Outside of his advisory role, he assists with securities-related business activities and helps clients understand Medicare insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis, with both discretionary and non-discretionary arrangements.

Benjamin Klundt is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. Prior to this, he worked with Ten Capital Investment Advisors LLC for over a decade. He also serves as a board member for the Boy Scouts of America–Inland Northwest Council. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting through a multi-manager investment approach that includes both affiliated and third-party managers.

Christopher Bor is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Ameritas-affiliated firms since 2024 and was previously with Securities America Inc and Securities America Advisors for nine years, as well as with Sunset Financial Services and Kansas City Life Insurance for over a decade. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm uses a platform approach that includes in-house and third-party managed portfolios, discretionary and non-discretionary programs, and integration with Ameritas affiliates.