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Noah D

CFP®, Series 66

Spokane, WA

Eagle Strategies (NY Life)

Noah Drynan is a CFP® professional with two years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Spokane, WA. He operates Drynan Strategic Financial Solutions, focusing on New York Life products and services. Prior to his advisory roles, he has experience at the University of Notre Dame and Gonzaga Preparatory High School. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes customized recommendations and manages a substantial majority of 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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James B

CFP®, Series 65

Spokane Valley, WA

Farther

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.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Jon H

Series 66

Spokane, WA

First Command Advisory Services

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.

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

Series 63, Series 65

Spokane, WA

TIAA-CREF

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.

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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Scott M

Series 63, Series 66

Spokane, WA

Private Advisor Group, LLC

Scott Murray is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 23 years of industry experience and has previously worked at LPL Financial, Mariner Independent Advisor Network, Voya Financial Advisors, and Valic Financial Advisors. Outside of his advisory roles, he operates Black Stone Financial, Inc., which provides non-variable insurance products including term and permanent insurance and fixed annuities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement consulting, and access to various managed account solutions. The firm employs a fiduciary-based approach, utilizing technology platforms and third-party managers to tailor investment strategies according to client goals and risk tolerances.

Annuities Founder/Business Owner
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Julian S

Series 66

Spokane, WA

Guardian Life

Julian Stewart is a Series 66-licensed financial advisor with Guardian Life, based in Spokane, WA, and has three years of industry experience. He previously worked at Edward Jones for three years and has experience in other fields including healthcare and fitness. Stewart serves as a board member of the Tamarack Center in Spokane, where he participates in monthly meetings addressing a range of organizational matters. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individual, corporate, retirement, and charitable clients. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and educational services tailored to client needs.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Trevor D

Series 66

Spokane, WA

D.A. Davidson & Co.

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. Before 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 retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

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

Series 66

Spokane, WA

D.A. Davidson & Co.

Madison Deadmarsh is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and has worked previously at Gonzaga University and Cochrane & Company. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm provides ERISA fiduciary retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard.

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

Series 63, Series 66

Spokane, WA

Hightower Advisors

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.

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

Series 63, Series 65

Spokane, WA

D.A. Davidson & Co.

Bruce Pedey is a financial advisor at D.A. Davidson & Co. in Spokane, WA, holding Series 63 and Series 65 licenses with 33 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, Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, 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 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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Dean M

Series 63, Series 66

Spokane, WA

Osaic Advisory Services, LLC

Dean Mckenzie is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and KMS Financial Services. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment and consulting services supported by platform integrations and access to alternative investments.

Annuities
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Gary F

Series 66

Liberty Lake, WA

Principal Financial Services

Gary Febus is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. He has worked at Principal Securities, Inc. and Principal Life Insurance Company since 2025. Prior to his current role, Febus was involved with Habitat for Humanity-Spokane and operated an independent website, GaryFebus.com. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
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Keith R

Series 66

Spokane, WA

Kestra Advisory

Keith Radmaker is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at Kestra Advisory Services since 2026 and previously spent ten years at Commonwealth Financial Network and Pillar Financial Group, as well as 14 years at MSI Financial Services. In addition to advisory work, he is involved in fixed insurance sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as plan design, fiduciary consulting, and employee education. The firm serves large institutional investors and supports complex investment solutions through extensive affiliate and third-party relationships.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Sarah F

Series 63, Series 65

Spokane, WA

Eagle Strategies (NY Life)

Sarah Foley is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Foley operates Foley Financial Group, through which she sells New York Life products and brokers non-registered insurance products. She also volunteers in a leadership role with Business Networking International in Spokane Valley. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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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Elijah M

Series 66

Spokane, WA

Eagle Strategies (NY Life)

Elijah Moscinski is a financial advisor with Eagle Strategies (NY Life) based in Spokane, WA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at PNW Financial Services, NYLIFE Securities LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various program types, with the majority of assets managed 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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Bernard R

Series 63, Series 65

Spokane, WA

Eagle Strategies (NY Life)

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.

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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Alesha L

Series 66

Spokane, WA

D.A. Davidson & Co.

Alesha Lozano is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 12 years before joining D.A. Davidson in 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with more than $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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Derek H

Series 65

Spokane, WA

Hightower Advisors

Derek Hare is a financial advisor at Hightower Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Pacific Peak Advisors, Inland Mortgage Inc., and Eric Steven Law. 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 affiliated and third-party managers, proprietary research, and a variety of investment vehicles.

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

ChFC®, Series 66

Liberty Lake, WA

Edward Jones

Marc Rubin is a financial advisor at Edward Jones in Liberty Lake, WA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Concur Technologies. Outside of his advisory role, he is the managing partner of Max's Hideaway LLC, a vacation home business in Redmond, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Wealth management Cash flow / budgeting Retired Founder/Business Owner Executive
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Hugh S

Series 63, Series 66

Spokane, WA

Merrill

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.

Wealth management Private / alternative investments Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Founder/Business Owner Executive Doctor or Medical Professional Parents Established Professionals
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