James Bell is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and totaling 31 years of industry experience. His prior roles include positions at Securities America, Arbor Point Advisors, Cetera Advisors, and other firms. He is also licensed to service fixed insurance policies for existing clients, though he does not solicit new fixed insurance business. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of programs and services using fundamental and technical analysis, tactical trading, direct indexing, and structured products, supported by platform relationships and affiliated managers.

Patrick Coleman II is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Altmeyer Financial Investments, FJ Management, Kroger, State Farm, and service in the U.S. Army since 2017. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual and institutional clients. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, serving a large client base through a platform-focused approach.

Debra Miethe is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She previously worked at Thrivent Financial and Valley Christian School. She is also president of Soarin' Glory, a nonprofit that installs solar-lit flagpole kits for military families at no cost. First Command Advisory Services serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families, offering financial planning and wrap-fee asset management programs that utilize centralized portfolio management and preapproved third-party managers.

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 a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and concurrently serves as a Flight Chief of Business Systems and IT Training in the U.S. Air Force. His military role includes managing enlisted personnel responsible for business systems and IT training. 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 wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor model portfolios while maintaining employee ownership and emphasizing in-person financial coaching.

Ryan Holcomb is a financial advisor at Rockefeller Financial LLC with eight years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, and Securitas Security Services USA. He serves as an adjunct professor and board member for Gonzaga University’s business school and alumni association. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management and operates as a registered broker-dealer, providing a wide range of investment and advisory services through its Private Advisor model and consolidated investment platform.

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 two years of industry experience. Prior to joining Hightower in 2024, 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 community youth basketball event, in addition to founding the U-District Foundation and creating the Hoop Commitment Podcast and Website for basketball coaching. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering both discretionary and non-discretionary portfolio management through a multi-manager investment approach that includes proprietary research and access to alternative investments and custom indexing.

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® with 11 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held several roles within the firm as well as prior experience at Northwestern Mutual and other advisory firms. He is the Past President of the CFA Society Spokane, a local nonprofit organization. Mercer Global Advisors provides investment advisory and financial planning services to individuals, families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, separate account managers, and tailored portfolios, alongside specialized services including retirement plan consulting and charitable advisory.

Jared Jones is a financial advisor with Carson Wealth based in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Financial Management, Inc., LPL Financial, LLC, and Investment Advisors International, Inc. He also operates Waymaker Wealth Advisors, providing financial services. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment oversight conducted by an Investment Committee that employs both fundamental and technical analysis to construct model portfolios and tailored solutions.

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. 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., holding Series 63 and Series 66 licenses and 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He serves as a trustee for family trusts in Washington. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, offering a range of financial planning, investment management, and brokerage services to individuals, high-net-worth clients, and institutions. The firm provides both discretionary and non-discretionary managed solutions incorporating proprietary strategies and third-party models, supported by in-house equity and fixed-income portfolios.

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.