Daniel Cronen is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2015. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he acts as an executor for an estate, overseeing the distribution of assets according to the will’s instructions. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Grant Habersetzer is a CFP® professional at Mercer Global Advisors Inc. in Spokane, WA, with experience beginning in 2022 across several firms including Financial Forum and Mercer Global Advisors. His background also includes roles at Gonzaga University and The Boeing Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, and estate planning. The firm implements globally diversified portfolios based on Modern Portfolio Theory using low-cost ETFs, index funds, and other investment vehicles, and supports clients through specialized services and educational programs.

Amy Van Lierop is a financial advisor at Hightower Advisors in Spokane, WA, holding a Series 65 credential with 10 years of industry experience. Her prior roles include positions at Mercer Global Advisors, Vickerman Investment Advisors, Ten Capital Wealth Advisors, and Vickerman & Driscoll Financial Advisors. She has a minority ownership interest in a family farming and hospitality business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and specialized consulting for various institutional mandates.

James Bell is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with firms including Arbor Point Advisors, Securities America, Cetera Advisors, and KMS Financial Services. Bell is also licensed to service pre-existing fixed insurance policies for clients but does not solicit new insurance business. Osaic Advisory Services, LLC serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment management and financial planning services through multiple program models, utilizing proprietary guidance and third-party platforms to build and monitor portfolios.

Debra Miethe is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at Thrivent Financial and its related entities for seven years. Outside of her advisory role, she serves as president of Soarin' Glory, a nonprofit that installs solar-lit flagpole kits for military families at no cost. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects preapproved managers and model portfolios.

Brian Norris is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at City National Bank, RBC Capital Markets, and Wells Fargo. Outside of his advisory role, he manages several residential rental properties in Spokane, WA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, along with a range of implementation options.

Joshua Carruthers is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses and one year of industry experience. He serves in the U.S. Air Force as Flight Chief of Business Systems and IT Training, managing enlisted members and administrative duties related to mission-specific IT maintenance. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a specialization in active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Ryan Holcomb is a financial advisor with Rockefeller Financial LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Bank of America, Merrill, and Securitas Security Services USA. Outside of his advisory role, Holcomb serves as an adjunct professor at Gonzaga University and holds positions on the Spokane Alumni Association Board and the Dean's Business Board. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and broker-dealer services. The firm employs a Private Advisor model combined with a consolidated investment platform that provides a range of discretionary and non-discretionary solutions across multiple asset classes.

Ryan Fisher is a financial advisor at Hightower Advisors with 13 years of industry experience. He previously worked for Ten Capital Investment Advisors LLC for 10 years before joining Hightower Advisors in 2023. He holds a Series 65 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers alongside proprietary research and a variety of portfolio construction strategies.

Maxwell Nelson is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Agia and Nationwide Investment Services Corp. Outside of his advisory role, he is also an insurance agent involved with non-securities insurance products. Valic Financial Advisors serves primarily 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, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Erik Bond is a financial advisor with Eagle Strategies (NY Life) in Spokane, WA, holding a Series 66 designation and four years of industry experience. He has been associated with Eagle Strategies and related entities since 2022 and operates Bond Financial PLLC, through which he sells New York Life products and services. Bond is also appointed as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate network.

Kyle Paterson is a Series 66-licensed financial advisor with 14 years of industry experience. He has been with Valic Financial Advisors since 2015 and also holds an agent position at Agia, focusing on non-securities insurance products. Valic Financial Advisors 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-developed UMA models for portfolio construction.

Michael Nilson is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower, he spent 20 years at Gonzaga University as a Strength & Conditioning Coach and Director of Performance. He is also a co-owner of U District Physical Therapy and serves on the board of Spokane Hoopfest, a youth basketball event organization. Nilson created the Hoop Commitment podcast and website to assist high school basketball coaches. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through its extensive network of advisors.

Jeffrey Harrington is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes roles at PNW Financial Services, LLC and Rogers Financial Group. Outside of his advisory work, he serves as a board member for Foundation Church Spokane. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.

Connor Jones is a financial advisor with Mercer Global Advisors Inc. in Spokane, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Mercer in 2026, he worked at LPL Financial LLC. He is the owner of Connor Jones Tax Services LLC, providing tax preparation and accounting services. Mercer Global Advisors serves individuals, families, and various organizations by offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and provides specialized services including retirement plan consulting and charitable advisory.

James Czirr II is a CFP® and CFA® charterholder with 11 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Northwestern Mutual and Hart Capital Management. He serves as Past President of the CFA Society Spokane, a local nonprofit organization. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Jared Jones is a financial advisor at CWM, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Financial Management, Inc. and LPL Financial, LLC for the past 15 years. In addition to his advisory role, he operates Waymaker Wealth Advisors, providing financial services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

Paul Dumais is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services from ERISA retirement plan advisory to comprehensive financial planning and a dedicated private wealth program for clients with over $20 million in net worth.

Joshua Germeaux is a financial advisor with First Command Advisory Services in Spokane, WA, holding Series 63 and Series 65 licenses and bringing two years of industry experience. His work history includes roles within various First Command entities since 2023 and prior experience in marketing and education. First Command Advisory Services, Inc. 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 through a centralized investment team and wealth portfolio managers, emphasizing in-person financial coaching and an employee-ownership structure.

Brock Harrison is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds a Series 66 designation and has experience working at Eagle Strategies and affiliated firms since 2025. Prior to his financial services career, he was employed at Eastern Washington University and Ridgefield High School. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.