Harry Lawrence is the sole advisor at Upfront Financial Planning, LLC, based in Spokane, WA. He holds a Series 65 designation and has two years of industry experience. Prior to his financial advisory role, he worked in critical care medicine for over nine years and currently practices part-time as a licensed Physician Associate-Certified outside of business hours. Upfront Financial Planning provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, nonprofits, and business entities. The firm emphasizes strategic asset allocation primarily using index funds, with planning treated as an ongoing collaboration and investment management billed as a percentage of assets.

Gary Lee is a CFP® professional with 41 years of experience in financial advising. He is the president of Long View Financial Services, Inc., a firm he has led since 2006. Outside of his advisory role, he serves on the board of the Spokane Audubon Society. Long View Financial Services, Inc. offers fee-only investment management and financial consulting to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a value-oriented, globally diversified, long-term investment strategy that focuses on tax efficiency and low portfolio turnover.

Charles Potter Jr. is the sole advisor at Simple Wealth LLC in Liberty Lake, WA, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Securities America, Inc. and Downriver Capital Management, as well as leading his own businesses, Investment Dynamics, Inc. and Simple Leadership. He serves as a board member for the Spokane Baptist Association Homes, a senior housing organization. Simple Wealth LLC manages approximately $54.2 million for about 108 clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and multiple analysis methods, employing a range of investment vehicles tailored to client goals and risk tolerance.

Maryanne John is a financial advisor at Serenity Advising in Spokane, WA, holding a Series 66 designation with 12 years of industry experience. Her prior roles include positions at Simple Wealth LLC, OSAIC, and Securities Service Network, Inc. In addition to her advisory work, she volunteers as a financial literacy educator for the nonprofit Financial Beginnings. Serenity Advising provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm emphasizes client-specific investment policy development and serves retirement plans as a limited-scope ERISA 3(21) fiduciary, utilizing fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory in its investment approach.

Scott Jackson is the sole advisor at Ravenwood Capital Management, LLC, an independent firm based in Spokane, WA. He holds a Series 65 designation and has 12 years of industry experience, managing Ravenwood since its founding in 2015. Ravenwood Capital Management provides discretionary investment management focused exclusively on a concentrated Microcap Value Strategy. The firm serves individual and high-net-worth clients through a small number of accounts, applying a research-driven approach centered on low price/book microcap equities with strong financial fundamentals.

Brandon Michaelsen is a financial advisor at Freedom Asset Management with 19 years of industry experience. He holds the Series 66 designation and has previously worked at JMK & Associates, LLC, and LPL Financial. Michaelsen operates independently through his advisory firm based in Spokane, WA. Freedom Asset Management provides investment management and financial planning services primarily to individuals and business owners, including high-net-worth clients. The firm emphasizes continuous portfolio supervision and utilizes a variety of analytical methods across discretionary accounts totaling over $140 million in assets under management.

Nicholas Bormann is a CFP® with 10 years of experience in the financial services industry. He is the principal of Bormann Wealth Management, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at GWN Securities, Inc. and Axa Advisors, LLC. Outside of his advisory work, Bormann is a published author who receives royalties from past publications. Bormann Wealth Management serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning and portfolio management. The firm combines fundamental, technical, and cyclical analysis to manage portfolios using ETFs, individual equities, and fixed-income instruments, following strategies such as modern portfolio theory and tactical momentum.

James Johnson is a ChFC® and holds a Series 66 license, with 23 years of industry experience. He has been affiliated with Sound Investment Strategies, Inc. since 2007 and also maintains a separate insurance practice. Sound Advisory Services Inc. serves approximately 160 individual clients by referring them to a third-party money manager, Gradient Investments, LLC, providing advisory services including account paperwork assistance and client reviews. The firm does not manage assets directly but focuses on matching client goals with third-party investment strategies and holds educational seminars open to the public.

Shane Veitenheimer is a financial advisor with Strong Tower Financial Group in Spokane Valley, WA, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He has previously worked at Merrill Lynch, Wells Fargo Clearing Services, and Northwestern Mutual among other firms. Shane is also licensed as an independent insurance agent. Strong Tower Financial Group provides financial planning, investment consultation, and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a combined investment approach using fundamental, technical, and cyclical analyses alongside Modern Portfolio Theory, and offers a mix of hourly financial planning and portfolio management with regular public educational workshops.

Eric Heineman is a CFP® and holds a Series 65 license, with four years of industry experience. He is the sole advisor at Vision Casting Financial Planning, LLC in Spokane, WA, where he has worked since 2021. Prior to this, he was involved with Trinity Presbyterian Church for six years. Heineman also serves as a finance faculty member for Credo, providing wellbeing education to Presbyterian pastors. Vision Casting Financial Planning serves individuals, trusts, entities, non-profit organizations, and estates with tailored financial planning and investment advisory services. The firm emphasizes a fiduciary standard and a “Vision Casting” process that aligns clients’ values and goals with investment strategies, with a notable focus on charitable giving and educational outreach.

Todd Carlson is the principal of Carlson Financial Advisory, LLC, an independent firm based in Liberty Lake, WA. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory work, he provides business valuation and consulting services, including the preparation of individual income taxes, through an affiliated accounting practice. Carlson Financial Advisory serves individual and high-net-worth clients by offering portfolio analysis and referring clients to a third-party investment adviser for implementation and ongoing management. The firm emphasizes modern portfolio theory and a long-term, mutual-fund-focused strategy, operating primarily in a non-discretionary capacity with a focus on due diligence and oversight of the external manager.

Dustin Allbery is a financial advisor with Northwest Planning Advisors LLC in Spokane, WA, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at several firms, including American Reliance Group, Center Street Securities, and Brookstone Capital Management. In addition to his advisory role, he serves as Vice President of Operations at Northwest Planning, Inc., where he handles annuity and life insurance information for agents and clients. Northwest Planning Advisors LLC provides financial planning, educational seminars, and advisory services to individual and high-net-worth clients, often implementing investment programs through third-party managers on a non-discretionary basis. The firm’s investment approach includes modern portfolio theory, fundamental, quantitative, and technical analysis, with the use of derivatives and complex strategies in managed accounts.

Peter Finn is a financial advisor with Finn Wealth Management LLC in Spokane, WA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Finn Wealth Management is an independent firm providing discretionary investment management and financial planning to individuals, trusts, businesses, and non-profit organizations. The firm uses a combination of fundamental, strategic, technical, and memetic analysis with a long-term investment approach, and it offers a range of tools including stocks, bonds, mutual funds, ETFs, structured products, and covered-call options.

Brian Hull is the principal of Hull Wealth Management LLC in Liberty Lake, WA. He holds a Series 65 designation and has one year of experience as a financial advisor. Prior to founding his firm, he worked at Liberty Mutual Insurance and maintains an active CPA practice. Hull Wealth Management LLC provides CPA-integrated wealth management and financial planning services to individuals and high-net-worth households, including families and small business owners. The firm emphasizes passive indexing with low-cost ETFs and mutual funds, using tax-aware strategies such as asset location, rebalancing, and tax-loss harvesting.

Kelsey Nash is the sole advisor at Nash Financial Planning LLC in Spokane, WA. She holds a Series 65 license and has a background in healthcare, having worked at Providence Sacred Heart Medical Center and PeaceHealth St. Joseph Medical Center for a combined ten years. Nash is pursuing CFP coursework. Nash Financial Planning LLC is an independent, fee-only firm offering comprehensive financial planning and investment management to individuals, high-net-worth clients, trusts, charitable and nonprofit organizations, and business entities. The firm uses a strategic asset allocation approach with low-cost index funds and ETFs and provides services ranging from standalone planning to ongoing portfolio management without account minimums.

Rebecca Jensen is a financial advisor at APEX Advisory Group, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to founding APEX Advisory Group in 2020, she worked at NYLIFE Securities LLC and New York Life Insurance Co. and has a background with Sphyra, LLC and Max Q Training Company, Inc. She is also the managing member of No Worries CFO, LLC, a tax preparation and accounting firm. APEX Advisory Group provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs a valuation-driven, fundamental, long-term investment approach and utilizes third-party discretionary managers for portfolio implementation, while offering tax, insurance, and exit-planning services through affiliated entities.

David Demars is a CFP® and ChFC® with 28 years of industry experience. He is currently with Demars Financial Group LLC and has previously worked at LPL Financial, Fidelity Financial Services, Crown Capital Securities, and Northwest Financial Advisors. Outside of his advisory work, he owns Retirement Plan Specialists Inc., a business focused on retirement plan services. Demars Financial Group LLC provides discretionary asset management, financial planning, pension consulting, and third-party manager selection for individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis, among other methods, to construct and monitor customized portfolios.

Cain Martin is a financial advisor at MB Gen Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Charles Schwab. Outside of his advisory role, Martin owns Ray Baker Golf, LLC, a golfing apparel manufacturing and distribution company. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction and manages approximately $404 million in assets.

Benjamin Green is a financial advisor at Pacific Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has served as managing partner and CPA at Thrive CPA, PLLC since 2021. His prior work includes roles at Green CPA, PLLC and Green Newton Jamison, LLP. Pacific Wealth Advisory provides investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach using diversified mutual funds and offers both discretionary and non-discretionary portfolio management.

Callie Hudson is a financial advisor at Financial Forum, Inc. in Spokane, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she has experience working in small business and community settings, including bakeries and a church. Financial Forum serves individuals, high-net-worth clients, businesses, and not-for-profit organizations with investment management, financial planning, and related services. The firm manages portfolios based on Modern Portfolio Theory and offers tailored investment solutions primarily on a discretionary basis.