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 in Spokane, WA, holding a Series 66 credential and eight years of industry experience. His career includes roles at Bank of America, Merrill, and Securitas Security Services USA. Outside of his advisory work, he serves as an adjunct professor and holds board positions with Gonzaga University, including its Spokane Alumni Association and Dean's Business Board. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients through a Private Advisor model and a consolidated investment platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including placement and investment banking.

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® professional with 11 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. in Spokane, WA. He has previously worked at firms including Northwestern Mutual and Hart Capital Management. He is a past president of CFA Society Spokane, a local nonprofit organization. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, and institutional clients. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other strategies, and offers specialized services including retirement plan consulting and charitable advisory.

Jared Jones is a financial advisor with CWM, LLC based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at Financial Management, Inc., LPL Financial, LLC, and Investment Advisors International, Inc. Jones is also a wealth advisor for Waymaker Wealth Advisors, a financial services business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, utilizing a discretionary model portfolio approach combined with fundamental and technical analysis and third-party resources.

Joshua Germeaux is a financial advisor with First Command Advisory Services in Spokane, WA. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, and Vantage Marketing, as well as experience in education at Washington State University and secondary schools. First Command Advisory Services is an SEC-registered investment adviser serving 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, using a centralized Investment Management Team to design and monitor portfolios.

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.

David Lambert is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. Lambert serves as a trustee for family trusts in Washington. Benjamin F. Edwards & Company is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of over 500 advisors. The firm offers a range of advisory programs and consulting services, managing portfolios with proprietary strategies and third-party models, supported by an internal trading desk and custody services.

Jeffrey Current is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds the Series 66 designation and has been with VALIC Financial Advisors since 2002. In addition, he is an agent with Agia, where he is involved in 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Timothy Mitrovich is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Hightower Advisors since 2023 and previously at Ten Capital Investment Advisors and Richards, Merrill & Peterson. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension and profit-sharing plans, charitable organizations, and financial institutions. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and consulting services.

Ryan Mulligan is a financial advisor with Valic Financial Advisors in Spokane, WA. He holds a Series 66 designation and has been with Valic Financial Advisors since 2025. His prior work experience includes roles at ArbiterSports, LLC, Crafted Services LLC, Hardtscape Contracting, and the University of Washington School of Medicine. 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 through its broker-dealer operations.

Jon Heideman is a CFP® with five years of industry experience currently serving at Hightower Advisors. His prior roles include positions at Ten Capital Wealth Advisors and BDO USA, LLP, where he worked for 12 years. He is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating proprietary research and a variety of investment vehicles.

Lynnae Gonzales is a financial advisor at D.A. Davidson & Co. with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2015. Outside of her advisory work, she operates a Mary Kay Cosmetics business as a sole proprietor. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard and ERISA duties, with capabilities spanning retirement plan advisory, financial planning, and private wealth management.