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.

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.

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.

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.

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.

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.

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.

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.

Edwin Hill is a CFP® professional with 12 years of experience, currently serving at Stewardship Concepts Financial Services LLC since 2013. He holds the Series 63 designation and is based in Spokane, WA. Outside of his advisory role, Mr. Hill serves as Treasurer on the board of Big Table, a nonprofit supporting the hospitality industry, and is a member of the Spokane Chapter of the Financial Planning Association. Stewardship Concepts provides personal financial planning and discretionary investment management to individuals, families, trusts, family businesses, corporations, and charitable organizations. The firm operates as a fee-only fiduciary, emphasizing global diversification and strategic asset allocation with tactical adjustments guided by both fundamental and technical analysis.

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.

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.

Bill Smith is a financial advisor with APEX Advisory Group, Inc. in Spokane, WA, holding a Series 63 designation and 35 years of industry experience. He has been affiliated with multiple related entities, including The Apex Group and Questar Asset Management, since 1987. In addition to advisory services, he spends part of his time selling insurance products. APEX Advisory Group, Inc. 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 philosophy, primarily implementing portfolios through third-party discretionary managers while offering tax, insurance, and exit-planning services through affiliated entities.