James Bauman is a CFP® with 12 years of industry experience, currently serving as an advisor at Farther. His prior roles include positions at ATT, Optimum Capital Strategies LLC, and Strive. Outside of financial advising, he owns a triathlon coaching company. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary algorithmic model portfolios with automatic rebalancing.

Jon Howard is a financial advisor at First Command Advisory Services with a Series 66 designation and four years of industry experience. He has worked at several First Command entities since 2021 and serves as a Signal Officer in the US Army National Guard, where he plans training, conducts missions, and manages communications. 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.

Christopher Lane is a financial advisor with TIAA-CREF in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes multiple roles at TIAA-CREF and TIAA from 2010 to the present, with additional experience at Becu, LPL Financial, CUSO Financial Services, and Spokane Teachers Credit Union. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, offering both model-based and customized portfolios within a fiduciary framework.

Scott Murray is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with Mariner Independent Advisor Network, LPL Financial, and Voya Financial Advisors. Outside of his primary advisory roles, he is involved with Black Stone Financial, focusing on non-variable insurance products. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a range of advisory programs, third-party asset managers, and a proprietary separately managed account platform, leveraging multiple analytical approaches and trading strategies.

Julian Stewart is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Stewart serves as a board member of the Tamarack Center in Spokane, WA. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients.

Trevor Dumais is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding a Series 66 designation with three years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Janicki Industries from 2020 to 2022 and was a full-time student from 2013 to 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Madison Deadmarsh is a financial advisor with D.A. Davidson & Co. in Spokane, WA. He holds a Series 66 designation and has one year of industry experience. His prior work includes several roles at Gonzaga University and Cochrane & Company. 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 solutions under fiduciary standards, incorporating both qualitative and quantitative analysis, and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Robert Bishopp is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ten Capital Investment Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers across various investment vehicles and strategies.

Christopher Bafus is a financial advisor with Commonwealth Financial Network in Spokane, WA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Commonwealth and affiliated firms, including Pillar Financial Group and BAFUS Financial Group, since 2015. Outside of advisory work, he is involved in fixed insurance sales and co-owns BAFUS Financial Group, where he manages business operations. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various program structures, while offering operations, trading, technology, compliance, and practice-management resources to affiliated advisors.

Bruce Pedey is a financial advisor with D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with D.A. Davidson & Co. since 2002. Outside of his advisory role, he is a partner and owner of Falcon Farms, a farmland investment in Bonners Ferry, ID. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Dean Mckenzie is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Mckenzie also operates A R M Wealth Management, focusing on fixed and variable annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and annuity sub-account management through multiple program models and utilizes proprietary and third-party platforms.

Keith Radmaker is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth and Pillar Financial Group, LLC since 2016. In addition to his advisory role, he is involved in advising and selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets through a broad range of investment and advisory services.

Sarah Foley is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA, holding Series 63 and Series 65 credentials and five years of industry experience. She operates Foley Financial Group, through which she sells New York Life products and brokers non-registered insurance products. Foley also volunteers in a leadership role with Business Networking International. Eagle Strategies serves a diverse client base including individuals, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Elijah Moscinski is a financial advisor with Eagle Strategies (New York Life) based in Spokane, WA. He holds a Series 66 designation and has been active in the financial services industry since 2026. Prior to joining Eagle Strategies, he gained experience at PNW Financial Services, LLC and other financial and retail organizations. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client goals, operating primarily with non-discretionary assets within an integrated New York Life affiliate structure.

Bernard Rosen is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Outside of his advisory role, he serves on the board of the Museum of North Idaho and Jewish Beginnings, a nonprofit organization, and has operated Rosen Wellness, LLC since 2006. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with most assets managed on a non-discretionary basis.

Alesha Lozano is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2011 to 2023. 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 ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its recommendations.

Derek Hare is a financial advisor at Hightower Advisors with Series 65 certification and two years of industry experience. His prior work includes roles at Pacific Peak Advisors, Inland Mortgage Inc., and Eric Steven Law. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Hugh Severs is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving clients in more than 20 states. He works with a diverse clientele including entrepreneurs, established business owners and their employees, C-level executives in the technology sector, physicians, and multiple generations of families. His focus is on clients with dynamic financial needs such as founding, buying, growing, and selling businesses, managing stock options, planning for college education, and preparing for retirement. Hugh customizes investment portfolios guided by the firm's Chief Investment Office, encompassing multiple asset classes including equities, bonds, and alternative investments like real estate and hedge funds. He collaborates with clients' CPAs, attorneys, and trust professionals to align tax minimization and estate strategies and provides access to various lending solutions through Bank of America. Prior to joining Merrill in 2022, Hugh spent 12 years at Northwestern Mutual in roles including advisor, director of training and technology, and COO of a private wealth team. He holds a bachelor's degree in Landscape Architecture from Washington State University and holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Liberty Lake, Washington, Hugh lives with his wife, Jolene, and their two sons. He is active in community organizations such as the American Cancer Society, HUB Sports Center—where he serves on the board of directors—and SNAP. His personal interests include fishing, hunting, golfing, hiking, boating, camping, cooking, basketball, skiing, and traveling.

William Eldridge is a financial advisor with Ameriprise in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Ameriprise and its affiliates since 1988. Outside of his advisory role, he owns Treehouse Management Services, LLC, which manages payroll and office expenses. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendations tailored to individual client portfolios.

Christopher Bradley is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at VOYA Financial Advisors for seven years before joining LPL Financial in 2021. Outside of his advisory work, he owns a real estate investment property in Sandpoint, Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.