Christie Rooney is a financial advisor at DW Investment Solutions, Inc. in Spokane Valley, WA, holding a Series 65 credential with four years of industry experience. She has been with DW Investment Solutions since 2020. DW Investment Solutions serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm offers discretionary investment supervisory services and financial planning, using both fundamental and technical analysis with a variety of investment strategies and products.

Richard Tiffany is a financial advisor with APEX Advisory Group, Inc. in Spokane, WA. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has eight years of industry experience. He has worked at Capital Financial Services, Inc. since 2014 and with Guardian Life Insurance Co. of America since 2011. He is also involved in fixed insurance through various insurance companies. APEX Advisory Group provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm follows a valuation-driven, fundamental, and long-term investment approach, primarily using third-party discretionary managers for portfolio implementation and management, while offering services that include retirement planning, estate planning, and insurance planning.

Linda Walker is a Series 65-credentialed financial advisor with 19 years of industry experience. She has been with DW Investment Solutions, Inc. since 2009. DW Investment Solutions serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm provides discretionary investment supervisory services and financial planning, employing both fundamental and technical analysis with a range of investment products and maintaining quarterly account reviews.

Jennifer Traynor is a financial advisor at Inland Financial Planning in Spokane, WA, with two years of industry experience. She holds a Series 65 designation and previously worked for Fidelity State Bank & Trust Co. and Noonday Collection. Inland Financial Planning provides wealth management, comprehensive financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm combines quantitative and qualitative analysis in its investment approach, utilizing core-and-satellite allocations and offering both discretionary portfolio management and participant educational workshops.

Brian Schafer is a financial advisor at Columbia Advisory Partners, LLC in Spokane, WA, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. Columbia Advisory Partners provides comprehensive financial planning, investment management, and limited accounting and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm utilizes diversified, model-driven portfolios primarily based on ETFs, mutual funds, equities, and fixed income, employing Modern Portfolio Theory and fundamental analysis.

John Meyer is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at Severin Investments LLC since 2016 and previously spent 16 years at LPL Financial, LLC. In addition to his advisory role, he acts as a trustee for a revocable trust and serves as a direct writing agent for an insurance agency. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm offers discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support, utilizing proprietary model portfolios and an investment policy statement process managed by an internal Investment Committee.

Ellen Fisher is a financial advisor at Severin Investments LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Valeant Pharmaceuticals, Eversana, and NextGen Laboratories. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm uses proprietary model portfolios and an investment policy statement process to provide discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support.

Matthew Foust is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Strategic Wealth Advisors Group, LLC and LPL Financial before joining Columbia Advisory Partners in 2018. Outside of his advisory role, Foust is involved in insurance sales and management, including ownership interests in insurance firms and a role as a Relationship Manager with Core Group USA. Columbia Advisory Partners provides financial planning, investment management, and consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios grounded in Modern Portfolio Theory and fundamental analysis, and maintains involvement with affiliated pooled investment vehicles and private funds.

Thomas Binge is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. He serves on the Advisory Board for the Tempe Chamber of Commerce Ambassador Committee. Columbia Advisory Partners provides comprehensive financial planning and investment management to individuals, corporations, 401(k) plans, and private fund investors. The firm constructs diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, and is notable for its involvement with affiliated pooled investment vehicles and private funds.

Arealous Earthman is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Nelson Securities since 1992. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors, offering discretionary investment management and consulting for individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm combines fundamental and technical analysis with a variety of strategies, maintaining continuous account monitoring while clients retain trade approval authority.

Alex Foust is a financial advisor at Columbia Advisory Partners, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in roles outside the financial sector, including at Poole's Pub House and Eastern Washington University. Additionally, he has experience as a life and health insurance producer. Columbia Advisory Partners provides comprehensive financial planning, investment management, and limited accounting and business consulting services to individuals, corporations, retirement plans, and private fund investors. The firm employs model-driven, diversified portfolios and offers both discretionary management and access to third-party actively managed models, while maintaining direct involvement with affiliated private funds.

Keith Browning is a financial advisor at Columbia Advisory Partners, LLC with five years of industry experience. He holds the Series 65 designation and joined Columbia Advisory Partners in 2021 after seven years with the Nine Mile Falls School District in Spokane, WA. Columbia Advisory Partners provides comprehensive financial planning, discretionary and non-discretionary investment management, and limited accounting and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm manages diversified, model-driven portfolios using ETFs, mutual funds, individual equities, and fixed income, incorporating Modern Portfolio Theory and fundamental analysis as core methods.

David Browning is a financial advisor at Columbia Advisory Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Columbia Advisory Partners, he worked for 13 years at the Mead School District. Columbia Advisory Partners provides comprehensive financial planning, discretionary and non-discretionary investment management, and limited accounting and business consulting to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis, and it manages both discretionary portfolios and collaborative active management solutions.

Steven Larsen is President of Columbia Advisory Partners, LLC, where he has worked for 21 years. He holds Series 66 and Series 63 credentials and has 21 years of industry experience. Larsen also serves as CEO of AET Investment Services, LLC and is a partner and manager at Steward Alts, LLC, where he manages real estate and private credit deals. Columbia Advisory Partners provides comprehensive financial planning and investment management services to individuals, corporations, 401(k) plans, and private fund investors. The firm constructs diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, and maintains direct involvement with affiliated and sponsored private funds, including a Private Credit Fund.

Robert Nelson Jr. is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Nelson Securities, Inc. since 1992. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors. The firm provides discretionary investment management and consulting services to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. Their investment approach combines fundamental and technical analysis with a range of strategies tailored to client profiles and monitored continuously.

Soracha Haley is a financial advisor at Columbia Advisory Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Prior to her financial advisory career, she worked at Encoder Products Company and spent several years as a homemaker. Columbia Advisory Partners provides comprehensive financial planning, investment management, and limited accounting and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm employs diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, with a focus on Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds including a Private Credit Fund.

Spencer Sprague is a CFP® credentialed financial advisor with two years of industry experience currently working at Consilio Wealth Advisors, LLC. His prior roles include positions at Blue Trust and George Fox University. Consilio Wealth Advisors serves individual and high-net-worth clients through comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, and it utilizes technology partnerships to provide estate and tax planning services and consolidated reporting.

John Bevan is a financial advisor at Columbia Advisory Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Columbia Advisory Partners since 2016. Prior to that, he was with Northwest Investment Advisors, Inc. Outside of his advisory role, Bevan is a figure skating coach at Eagles Ice Arena. Columbia Advisory Partners provides comprehensive financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios focused on ETFs, mutual funds, equities, and fixed income, applying Modern Portfolio Theory and fundamental analysis.

Kimberly Smith is a Series 65-licensed financial advisor with six years of industry experience, currently with Columbia Advisory Partners, LLC in Spokane, WA. She has previously worked at Columbia Private Markets LLC and AET Investment Services. Outside of her advisory role, she is the owner and CFO of Steward Alts, LLC, a private placement manager for private funds. Columbia Advisory Partners serves individuals, corporations, 401(k) plans, and private fund investors with comprehensive financial planning, investment management, and consulting services. The firm employs a model-driven investment approach incorporating ETFs, mutual funds, equities, and fixed income, and is notable for its involvement with affiliated and sponsored private funds.

Susan Marshall is a financial advisor at Columbia Advisory Partners, LLC with 18 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Columbia Advisory Partners in 2024, she worked for Griffiths, Dreher & Evans, Ps, CPAs for 29 years. Outside of advising, she is president of a CPA practice and vice president of a residential plumbing business. Columbia Advisory Partners provides comprehensive financial planning, discretionary and non-discretionary investment management, and limited accounting and business consulting to individuals, corporations, 401(k) plans, and private fund investors. The firm manages diversified, model-driven portfolios using Modern Portfolio Theory and fundamental analysis, and also serves as adviser or manager to multiple related private funds.