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Michael N

Series 65

Spokane, WA

Hightower Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jeffrey H

Series 63, Series 65

Spokane, WA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Connor J

Series 66

Spokane, WA

Mercer Global Advisors Inc.

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.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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James C

CFP®, CFA®, Series 65, Series 63

Spokane, WA

Mercer Global Advisors Inc.

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.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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Jared J

Series 63, Series 65

Spokane, WA

CWM, LLC

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.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paul D

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Joshua G

Series 63, Series 65

Spokane, WA

First Command Advisory Services

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.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Brock H

Series 66

Spokane, WA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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David L

Series 63, Series 66

Verdale, WA

Benjamin F. Edwards & Company, Inc.

David Lambert is a financial advisor at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lambert serves as a trustee for family trusts in Washington. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations through comprehensive financial planning, investment management, and retirement consulting. The firm offers consolidated discretionary and non-discretionary wrap programs featuring a range of managed strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jeffrey C

Series 66

Spokane, WA

Valic Financial Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Timothy M

Series 63, Series 65

Spokane, WA

Hightower Advisors

Timothy Mitrovich is a financial advisor with Hightower Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience, including 14 years with Ten Capital Investment Advisors, LLC and three years with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ryan M

Series 66

Spokane, WA

Valic Financial Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Jon H

CFP®, Series 65

Spokane, WA

Hightower Advisors

Jon Heideman is a CFP® credentialed financial advisor with five years of industry experience. He is currently with Hightower Advisors and Ten Capital Wealth Advisors, and previously worked at BDO USA, LLP for twelve years. He is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager strategies using both affiliated and third-party managers, offering a range of portfolio management and financial planning solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Lynnae G

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

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.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Aleksandr S

Series 66

Spokane, WA

Empower Advisory Group

Aleksandr Slyusarev is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including GWFS Equities, LPL Financial, JP Morgan Chase Bank, TIAA, Edward Jones, and Waddell & Reed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Braden D

Series 63, Series 65

Spokane, WA

TIAA-CREF

Braden Danielson is a financial advisor with TIAA-CREF in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his professional work, he is a musician who plays guitar, mandolin, and violin and occasionally performs with his band at local events. 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 TIAA retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Michael M

Series 65, Series 63

Spokane, WA

Bankers Life Advisory Services, Inc.

Michael Moody is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Bankers Life Advisory Services, Moody worked at Bankers Life Securities, Inc. and Banker's Life & Casualty, Inc., and has been involved with Moody's Guitars, an entrepreneurial venture, since 2007. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Wealth management Retired
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Zachary B

Series 65

Spokane, WA

AE Wealth Management, LLC

Zachary Brickner is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Altmeyer Financial Group and Bank of America. Outside of advising, he is involved in insurance sales through Altmeyer Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internally managed, third-party, and advisor-managed models along with financial planning, consulting, and plan services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Stephen R

Series 66

Spokane, WA

Commonwealth Financial Network

Stephen Robinson is a financial advisor at Commonwealth Financial Network with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Clear Future Financial, LLC. Robinson is also the owner of Redcon Capital Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors. The firm supports a broad range of managed-account programs, access to third-party asset managers, and comprehensive back-office services for individual and institutional clients.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Dennis A

Series 66

Spokane, WA

D.A. Davidson & Co.

Dennis Andres Jr. is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services LLC, Key Bank NA, and TIAA prior to joining D.A. Davidson. 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 offers a range of advisory services under fiduciary standards, including retirement plan management and wealth planning for high-net-worth individuals.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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