Rial Moulton is a CFP® and PFS™ with 29 years of industry experience. He is the principal at Moulton Wealth Management, Inc., where he has worked since 2008. His prior experience includes roles at Cetera ADVISORS LLC and ownership of a law practice. In addition to financial advising, he is involved in tax preparation through RTPS Income Tax Preparation and has experience as an insurance agent. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm incorporates retirement cash-flow planning, uses a combination of fundamental and technical analysis, and manages accounts on a discretionary basis with periodic reviews. It also offers free public seminars and sponsors a wrap fee program, which is uncommon among peer supported firms.

Richard Kennedy is a financial advisor at Demars Financial Group LLC in Spokane Valley, WA. He holds a Series 65 designation and has recently entered the industry. His prior experience includes roles at Flocks and Fields LLC and McGriff Insurance Services, as well as self-employment and positions in education. Demars Financial Group LLC offers 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 a variety of investment strategies, including fundamental and technical analysis, to construct customized and model portfolios.

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.

Charles Kienbaum is a financial advisor at Alliant Securities, Inc. Turner, Nord, Kienbaum with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Liberty Mutual and Santander Consumer USA. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-advisor team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, employing a blend of fundamental and technical analysis across various asset classes.

Jeremy Houy is a financial advisor with Vickerman Investment Advisors, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior roles include positions at M Holdings Securities, Randall & Hurley, and TIAA-CREF. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates by providing investment management, portfolio trading and rebalancing, financial planning, retirement and estate planning, and tax consulting. The firm applies a Modern Portfolio Theory-based approach with diversified allocations across various asset classes and offers both discretionary portfolio management and an automated program called Buckets.

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.

Molly Chase is a CFP® and Series 66 credentialed advisor with 23 years of industry experience. She has worked at Northern Capital Management, Inc. since 2008 and Northern Capital Retirement Services, Inc. since 2012. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm emphasizes a long-term asset-allocation approach using model portfolios and combines fundamental analysis with third-party research and quantitative tools in its discretionary portfolio management and retirement-plan advisory services.

Emily Paukert is a CFP® professional with four years of industry experience. She has worked at Northern Capital Management, Inc. and its affiliate Northern Capital Retirement Services, Inc. since 2025. Prior to that, she was with Moss Adams Wealth Advisors and Moss Adams LLP from 2016 to 2025. Outside of her advisory roles, she has experience working at Maryhill Winery. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm provides discretionary portfolio management and retirement-plan advisory services, relying on a long-term asset-allocation approach guided by an in-house Investment Committee that integrates third-party research and quantitative tools.

Jay Jensen is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Global View Capital Management and Purshe Kaplan Sterling Investments. Jensen is also president of Jensen Financial, LLC, a private label entity for his securities business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and works through a network of independent advisors who tailor portfolios using various investment vehicles and third-party managers, generally emphasizing a long-term investment approach.

Alec Griffiths is a Series 65 licensed financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, where he has worked since 2017. He has four years of industry experience and previously worked for 24 Taps from 2014 to 2017. Outside of advising, he serves as a business manager at Griffiths, Dreher & Evans, a CPA firm. Griffiths, Dreher & Evans provides discretionary investment management and accounting services to individuals, business owners, trusts, and CPA clients. The firm integrates accounting and advisory services, managing over $232 million in discretionary assets while emphasizing global diversification and asset-class investing.

James Coleman is a PFS™ credentialed advisor with 18 years of industry experience, currently serving at Griffiths, Dreher & Evans, P.S., CPAs since 2005. He is based in Spokane, WA. Outside of his advisory role, he is involved in a CPA firm practice. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management primarily to individuals, business owners, trusts, and CPA clients, alongside accounting, business valuation, and sales advisory services. The firm integrates accounting and investment advisory functions, managing over $232 million in discretionary assets with a focus on asset-class investing, global diversification, and portfolio efficiency.

Marcus Holzschuh is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Alaska Wealth Advisors and Alaska Tire Service, as well as work at the University of Alaska Anchorage. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering investment management, financial planning, retirement and estate planning, and tax consulting. The firm employs a Modern Portfolio Theory approach with diversified allocations and provides discretionary portfolio management alongside an automated risk-tolerance-driven program called Buckets.

Logan Jones is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, holding CFP® and Series 65 credentials with two years of industry experience. His prior work includes roles at Northern Capital Retirement Services, Trans-System Inc., and Eastern Washington University Housing and Residential Life. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm employs a long-term asset-allocation approach driven by an in-house Investment Committee that utilizes model portfolios, third-party research, and documented investment policies.

Michael Vickerman Jr. is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ten Capital Wealth Advisors, LLC and Vickerman & Driscoll Financial Advisors, Inc. Vickerman Investment Advisors serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm provides investment management, financial planning, retirement and estate planning, and tax consulting, using a Modern Portfolio Theory approach with diversified allocations across asset classes.

Cameron Scott is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs, with six years of industry experience. He holds a Series 65 designation and has been with the firm since 2017. Prior to his current role, he worked in other sectors, including the food and parking industries, and has experience at Eastern Washington University. Griffiths, Dreher & Evans, P.S., CPAs is an SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm combines investment management with accounting and business advisory services, emphasizing coordinated financial management through a dual CPA and advisory practice.

Brett Smith is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs in Spokane, WA, holding the PFS™ designation and Series 65 license. He has 15 years of industry experience and has been with the firm since 2006. Outside of his advisory role, he is also a practitioner at the CPA firm Griffiths, Dreher & Evans. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management to individuals, business owners, trusts, and CPA clientele, alongside accounting, business valuation, and business sales advisory services. The firm manages over $232 million in discretionary assets and integrates accounting with investment management, emphasizing asset-class investing, global diversification, and portfolio efficiency primarily through mutual funds and ETFs.

Dylan Bohnert is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, holding a Series 65 license. He has been with Vickerman Investment Advisors since 2023 and brings experience from roles in the golf and automotive industries, as well as from educational institutions including Washington State University and Joel E. Ferris High School. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering investment management, financial planning, and tax consulting. The firm employs a Modern Portfolio Theory approach with diversified allocations and manages approximately $632 million in discretionary assets across a five-advisor team.

Raymond Eichten is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs, holding a Series 65 credential with four years of industry experience. He has worked at Griffiths, Dreher & Evans since 2021 and previously held roles at Leffel, Otis & Warwick, P.S., and Stewart-Longhurst. In addition to his advisory work, he is involved in the firm's CPA practice. Griffiths, Dreher & Evans, P.S., CPAs is an SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm provides discretionary investment management alongside accounting, business valuation, and business-sales advisory services, emphasizing coordinated management of business and personal financial affairs.

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 Woodhead Jr. is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Alliant Securities since 2004. Outside of his advisory work, he manages a sole proprietorship dedicated to maintenance-related duties for rental property he owns. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-adviser team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, employing an investment approach that combines fundamental and technical analysis with continuous portfolio monitoring tailored to client objectives and risk profiles.