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.

Carol Weems is a CFP® professional with 23 years of industry experience, currently affiliated with Independent Financial Partners in Spokane, WA. Her career includes roles at Triad Advisors, Inc., LPL Financial, and Resources Investment Advisors. She is also involved with CJK Investment Consultants, where she works with fixed insurance and annuity products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

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 at Ameritas Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Washington Trust Bank and Numerica Credit Union. Outside of his advisory role, he is the owner of Wise Choice Planning, LLC and serves as a consultant for Spokane Valley Performing Arts (SVPAC). Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Brian Sherwood is a financial advisor with First Command Advisory Services in Spokane, WA. He holds Series 63 and Series 65 licenses and has recently transitioned from a six-year military career in the US Navy to financial advising. Prior to his military service, he worked in education and food service. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from approved lists.

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 at D.A. Davidson & Co. with one year of industry experience. Prior to joining D.A. Davidson, Bailey spent 18 years at Mountain West Bank, a division of Glacier Bank. Bailey holds a Series 66 designation and is based in Spokane, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a Private Wealth program for clients with more than $20 million in net worth.

Jessicca Rude is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson since 2016. Outside of her advisory role, she serves as Board Treasurer for the Koru Multicultural and Diverse Library and as Board Secretary for the Aspire Community Theatre. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering services ranging from plan advisory to comprehensive financial planning and private wealth management.

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 at Hightower Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked for ten years at D.A. Davidson & Co. Geffken serves on the boards of the Spokane Sounders Soccer Club and Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions utilizing affiliated and third-party managers, with access to a range of investment vehicles including mutual funds, ETFs, and alternative investments.

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 with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves on the board of directors for the Brickert Country Estates Homeowners' Association in Post Falls, ID. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a specialized Private Wealth program for clients with more than $20 million in net worth.