Donald Moulton is a CFP® with 24 years of industry experience and is a principal at Moulton Wealth Management, Inc. He has worked at the firm since 2008 and previously at Cetera Advisors LLC. In addition to his advisory role, he is involved in tax preparation through RTPS Income Tax Preparation, Inc. and reviews estate planning documents at Moulton Law Office. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs a range of investment strategies tailored to client objectives and risk tolerances, manages accounts on a discretionary basis with periodic reviews, and offers retirement cash-flow planning and public educational seminars at no charge.

Rial Moulton is a CFP® and PFS™ with 30 years of experience in financial advising. He currently leads Moulton Wealth Management, Inc., where he has worked since 2008. His professional background includes work at Cetera ADVISORS LLC and ownership of Moulton Law Offices. Outside of advising, he is involved in tax preparation services through RTPS Income Tax Preparation. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies, manages accounts on a discretionary basis, and offers free public seminars and retirement planning as part of its client services.

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 with Alliant Securities, Inc. Turner, Nord, Kienbaum in Liberty Lake, WA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work history includes roles at Liberty Mutual and Santander Consumer USA. The firm is a six-advisor team managing approximately $300 million for about 700 clients, offering discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Their investment approach integrates fundamental and technical analysis with continuous portfolio monitoring, tailored to client objectives and risk profiles.

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.

Daniel Pinkerton is a CFP® with 35 years of experience in the financial industry. He is managing member of Pinkerton Retirement Specialists, LLC since 1996 and of Sherman Portfolios, LLC since 2022. Pinkerton previously worked at Triad Advisors, Inc. from 2016 to 2020. Outside of his advisory work, he serves on the elder board of Grace Bible Church and co-founded the Idaho Character Foundation. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process combining technical, quantitative, and fundamental analysis through both active and passive strategies, and provides comprehensive asset management, financial planning, and fiduciary services.

Benjamin Glendening is a CFP® with six years of industry experience, currently serving as an advisor at Pinkerton Wealth Partners. He previously worked at Triad Advisors for four years and has been affiliated with Pinkerton Retirement Specialists since 2010. Pinkerton Wealth, LLC provides asset management and financial planning services to individuals, families, foundations, and institutional clients. The firm uses a disciplined, formula-driven investment approach combining active, passive, and tactical strategies and operates multiple offices while sponsoring educational seminars and client conferences.

Nicholas Helgeson is a CFP® with 17 years of industry experience, currently serving as an advisor at Pinkerton Wealth Partners in Coeur D'Alene, ID. He has worked with Triad Advisors, Inc. since 2016 and has been involved with Pinkerton Retirement Specialists, LLC since 2009. Outside of his advisory work, he owns and operates Ronan Ventures, LLC, an e-commerce business. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients, offering asset management, financial planning, estate planning coordination, and ERISA/401(k) consulting. The firm employs a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active and passive strategies.

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 19 years of industry experience. He has been with Griffiths, Dreher & Evans, P.S., CPAs since 2005. 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 discretionary investment management with accounting, business valuation, and business-sales advisory services, emphasizing coordinated financial management supported by its CPA background.

Joshua Brands is a financial advisor at Pinkerton Wealth Partners in Coeur D'alene, ID, holding a Series 65 designation with one year of industry experience. Prior to joining Pinkerton Wealth Partners in 2023, he worked at Moss Adams LLP from 2017 to 2023 and was affiliated with the University of Idaho from 2014 to 2016. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” which combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Nathaniel Collier is a financial advisor at Pinkerton Wealth Partners in Coeur D'alene, ID, with seven years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors and Pinkerton Retirement Specialists, LLC. Outside of his advisory work, he volunteers with the Prairie Cardinals Baseball Club, a nonprofit youth sports organization. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a customized, formula-driven investment process combining technical, quantitative, and fundamental analysis, offering a range of active, passive, and tactical strategies.

Cameron Scott is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, holding a Series 65 designation and six years of industry experience. He has been with Griffiths, Dreher & Evans since 2017. Outside of advisory work, he previously worked for Five Mile Pizza and Eastern Washington University. Griffiths, Dreher & Evans is an SEC-registered investment adviser and CPA firm 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 clients’ business and personal finances.

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.

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.

Stephanie Bates is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Alliant Securities since 1998. 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 related advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, using a combined fundamental and technical investment approach tailored to client objectives and risk profiles.

Paul Kienbaum is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Alliant Securities since 1988 and is also involved with Skiyalater, LLC. The firm is a six-advisor team managing approximately $300 million for around 700 clients, offering discretionary and non-discretionary portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Their investment approach combines fundamental and technical analysis with ongoing market monitoring, tailoring portfolios to client objectives and risk profiles.