Cassandra Frederiksen is a financial advisor at Merit Financial Advisors in Spokane, WA, holding Series 66 and Series 63 licenses with 11 years of industry experience. She previously worked at LPL Financial, Mariner Independent Advisor Network, and Purshe Kaplan Sterling Investments. In addition to her advisory role, Frederiksen is a commissioned agent for fixed insurance products and serves as a notary public in Washington. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation managed through centralized “sleeves” and model portfolios, supported by an internal investment team and committee, and offers customized solutions through a network of investment adviser representatives.

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 with 16 years of experience in the financial services industry. He currently works at Merit Financial Advisors and previously held positions at PKS Investments, LPL Financial LLC, Mariner Independent Advisor Network, Viren and Associates, and Charles Schwab. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term diversified asset allocation managed through a combination of centrally managed model portfolios, third-party managers, and customizations by investment adviser representatives.

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 financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at LPL Financial Corporation, Strategic Wealth Advisors Group, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is an artist who creates and exhibits pens in local galleries, co-authoring a book aimed at educating financial advisors and investors, and serves as chairperson for the Endowment Committee at Whitworth Presbyterian Church. Merit Financial Group is a multi-team advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy with oversight from an internal investment team and committee, offering customized portfolios and a mix of in-house and third-party management options.

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 with MissionSquare Retirement in Spokane, WA, holding a Series 66 designation and 12 years of industry experience. Prior to joining MissionSquare in 2026, he worked at Voya Financial Advisors for six years and held positions at several other firms including Edward Jones and Spokane Teachers Credit Union. Outside of work, 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 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, with investment advice developed by Morningstar Investment Management.

David Gordon is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2023. His prior experience includes roles at Ten Capital Wealth Advisors, Mutual Advisors, Mutual Securities, Cetera Wealth Services, LPL Financial, and Ameriprise. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Johnny Johnston is a financial advisor with Valic Financial Advisors in Spokane, WA. He holds a Series 66 designation and has 21 years of industry experience. Since 2005, he has worked with Valic Financial Advisors and has been involved with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors managing approximately $29.2 billion.

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.

Carlos Torres is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes service in the U.S. Army Reserve from 2003 to 2025. He is also involved with The Outer Banks LLC, a business activity outside of his advisory role. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a 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.

Jonah Bies is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Fortis Financial Partners and Waymaker Wealth Advisors. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC operates as an SEC-registered enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios with both fundamental and technical approaches.

Reid White is a financial advisor at Guardian Life with eight years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Prior to joining Guardian Life in 2025, he worked at Northwestern Mutual from 2017 to 2025. Outside of his advisory role, he operates as an insurance agent providing clients with life, disability, and long-term care insurance as well as fixed annuities. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party advisory solutions, and integrated lending options.

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, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo over a combined five years. 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 services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

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 Series 65-licensed financial advisor with Ameritas Advisory Services, LLC, based in Spokane Valley, WA. He has one year of industry experience and currently owns Wise Choice Planning, LLC, where he provides financial planning services. He also serves as a consultant for Spokane Valley Performing Arts (SVPAC). Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Brian Sherwood is a financial advisor at First Command Advisory Services in Spokane, WA. He holds Series 65 and Series 63 licenses and began his advisory career in 2026 after six years of service in the U.S. Navy. His prior work experience also includes roles at Pizza Hut and in the Mead School District. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, with investment management conducted by a centralized team that selects approved third-party managers and model portfolios.

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.