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.

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 bringing 13 years of industry experience. He has previously worked at American Reliance Group, Center Street Securities, Inc., and Brookstone Capital Management, LLC. Outside of advisory services, he serves as Vice President of Operations at Northwest Planning, Inc., where he manages fixed annuities, long-term care, and life insurance products. Northwest Planning Advisors LLC provides financial planning, educational seminars, and advisory services primarily to individual and high-net-worth clients, often referring clients to third-party investment managers. The firm operates mainly on a non-discretionary basis and employs a range of investment strategies, including derivatives and short-sale techniques, which distinguishes its approach.

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.

Maxim Makhnyk is a CFP®-designated financial advisor at Averton Wealth with six years of industry experience. He previously worked at LPL Financial, Trustage/CMG/CBSI, Edward Jones, and MW Consulting Engineers. Averton Wealth offers discretionary asset management alongside financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses quantitative planning tools like Monte Carlo analysis and modern portfolio theory to create customized strategies, providing both portfolio management and hourly financial planning engagements.

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 a Series 65 credential and two years of industry experience. He previously worked at Charles Schwab and is the owner of Ray Baker Golf, LLC, a golfing apparel manufacturer and distributor. MB Gen Wealth provides discretionary and non-discretionary 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 to guide asset allocation and offers services including ERISA 3(38) plan management and private investment recommendations.

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 Johnson is a financial advisor at Financial Forum, Inc. in Spokane, WA, holding a Series 66 credential. She has one year of experience in the industry, previously working at LPL Financial LLC and in various roles outside the financial sector, including bakery operations and church involvement. Financial Forum serves individual, high-net-worth, business, and not-for-profit clients, offering investment management, financial planning, retirement and estate planning, tax and risk management, and employee/executive benefits coordination. The firm employs a Modern Portfolio Theory-based approach, managing accounts primarily on a discretionary basis with tailored portfolios reviewed regularly.

Megan Billeter is a financial advisor at Twenty Twenty Investment Advisors, LLC in Spokane, WA, holding a Series 65 designation with one year of experience. Her background includes roles at Pacific Office Automation and multiple positions connected to Western Washington University and the hospitality industry. Twenty Twenty Investment Advisors serves individual and institutional clients, providing wealth management, financial consulting, and retirement plan advisory services. The firm’s investment approach uses Modern Portfolio Theory, client inputs, and a combination of analytical methods, with an emphasis on participant education and ERISA fiduciary roles for retirement plans.

Joi Libsack is a financial advisor at 917 Advisory Services LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 18 years. Joi is based in Spokane, WA. 917 Advisory Services LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans, along with retirement-plan advisory services including ERISA 3(38) fiduciary roles. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, and has expanded its services to include institutional consulting and financial institution advisory.