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.

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.

Shane Veitenheimer is a financial advisor at Strong Tower Financial Group with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Merrill Lynch, Wells Fargo Clearing Services, and Northwestern Mutual. Shane is also a licensed independent insurance agent. Strong Tower Financial Group serves individuals, high-net-worth clients, and small businesses with financial planning, investment consultation, and portfolio management. The firm uses a blend of fundamental and technical analyses alongside Modern Portfolio Theory to manage portfolios and offers hourly financial planning and 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 at Northwest Planning Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including American Reliance Group and Center Street Securities. Alongside his advisory role, he serves as Vice President of Operations at Northwest Planning, Inc., where he manages fixed annuities, long-term care, and life insurance services. 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 process integrates modern portfolio theory and may include derivatives and complex strategies, distinguishing it with a reliance on external money managers and specialized approaches within managed accounts.

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 principal of Nash Financial Planning in Spokane, WA, holding a Series 65 credential and currently completing CFP coursework. Nash has a healthcare background with experience at Providence Sacred Heart Medical Center and PeaceHealth St. Joseph Medical Center. Nash Financial Planning offers fee-only financial planning and investment management to individuals, trusts, charitable and nonprofit organizations, and business entities. The firm uses a detailed, integrated planning process and strategic asset allocation with low-cost index funds and ETFs, providing services without a minimum account size.

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.

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.

Robb Peterson is a financial advisor at Karel Capital, Inc. with 33 years of industry experience. He has been associated with Peterson Investment Management Inc. since 1993 and has worked at Karel Capital since 2020. Peterson holds the Series 63 and Series 65 designations. Karel Capital provides discretionary portfolio management and separately managed accounts to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a conservative, capital-preservation asset allocation strategy combined with top-down macro analysis and bottom-up security selection.

Landy Comstock is a financial advisor with Financial Forum, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Financial Forum in 2020, Comstock worked at LPL Financial from 2003 to 2020. Outside of his advisory role, he serves as co-executor of his family estate. Financial Forum serves individual and high-net-worth clients, businesses, and not-for-profit organizations, offering investment management, financial planning, retirement and estate planning, tax and risk management, and employee/executive benefits coordination. The firm uses an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, with portfolios tailored through client questionnaires or interviews.

Brent Sears is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Centaurus Financial, Inc., and has operated his own business, Brent M Sears Financial, Inc./Guidance Financial, since 2002. Demars Financial Group LLC offers discretionary asset management, financial planning, limited pension consulting, and third-party manager selection services to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis along with customized or model portfolios to provide ongoing portfolio management and written financial plans.

Barbara Miller is a CFP® with over 17 years of industry experience, currently serving as an advisor at 917 Advisory Services LLC. She previously worked at LPL Financial LLC from 2008 to 2024 before joining 917 Advisory Services. In addition to her advisory role, she performs administrative work for a local insurance agent outside of her primary duties. 917 Advisory Services LLC provides investment advisory services to individuals, trusts, estates, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a long-term, fundamental analysis-based approach, utilizing low-cost mutual funds, ETFs, and selective individual securities, with personalized ongoing management and periodic portfolio reviews.

Taylor Demars is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA. He holds the CFP® designation and Series 66 license and has six years of industry experience. Prior to joining Demars Financial Group, he worked at Crown Capital Securities, LP and LPL Financial. Outside of his advisory role, Demars is involved with Flocks and Fields, LLC, a non-investment related business entity. Demars Financial Group provides discretionary asset management, financial planning, limited pension consulting, and recommendations for third-party money managers to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client objectives using a combination of model portfolios, third-party sub-advisers, and various analytical approaches, managing approximately $374 million in discretionary assets across several hundred client accounts.

William Lang is a financial advisor at Long Bridge Capital Management with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank and Manito Asset Management. Outside of his advisory role, Lang coaches the Mt Spokane Ski Race Team during the winter months. Long Bridge Capital Management is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, employing both fundamental and technical analysis with strategies that include small and micro-cap securities, covered-call overlays, and occasional use of leveraged funds and options.