Ryan Robinson is a financial advisor with Pacific Wealth Advisory, LLC in Spokane Valley, WA, holding a Series 65 designation and two years of industry experience. He is also an equity partner at Thrive CPA, PLLC, where he provides accounting services. Robinson’s prior experience includes roles at Stauffer & Associates, PLLC and Butler, Robinson & Associates PS CPAs. Pacific Wealth Advisory offers 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 based on Modern Portfolio Theory, utilizing diversified mutual funds and relying on third-party sub-advisors and operational support.

Jon Dawn is a financial advisor at Long Bridge Capital Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2014 to 2019. Outside of advising, he also works as a credit analyst for a fintech company. Long Bridge Capital Management is a discretionary investment adviser that manages approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, utilizing a mix of fundamental and technical analysis to manage diversified portfolios that include mutual funds, equities, ETFs, fixed income, and non-U.S. securities.

Hunter Schertz is a financial advisor at Five Pine Wealth with a Series 65 credential and three years of industry experience. He is also co-owner of D. Lish's Restaurant Group LLC, a fast-casual restaurant, where he manages employees and social media. Prior to joining Five Pine Wealth, he held roles in various service and energy companies. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, providing investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and offers group educational workshops that are purely educational and not tied to product sales.

Robert Astin is a financial advisor at Pacific Wealth Advisory, LLC in Spokane Valley, WA, holding a Series 65 credential with two years of industry experience. Prior to joining Pacific Wealth Advisory, he worked at Thrive CPA, PLLC—where he is a partner—and previously held roles at Green CPA, PLLC, Schweitzer Engineering Laboratories, and Ernst & Young, LLP. In addition to his advisory work, Astin maintains active involvement as a partner at Thrive CPA, PLLC, providing CPA services to clients. Pacific Wealth Advisory serves individual and high-net-worth clients, business entities, and retirement plans with asset management, ERISA plan services, and financial planning. The firm employs a long-term, Modern Portfolio Theory-based investment strategy using primarily institutional asset-class mutual funds and offers both discretionary and non-discretionary portfolio management.

Benjamin Holzhauser is a financial advisor at Five Pine Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Centaurus Financial, MVP REIT II, Triton Pacific Securities, and MVP American Securities. Holzhauser has been with Five Pine Wealth since 2021. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary and non-discretionary investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and provides plan-participant education that is purely educational and not tied to product sales.

Molly Martin is a financial advisor at Concinnus Financial, Inc. with six years of industry experience. She holds a Series 65 designation and has been with Concinnus Financial since 2019. Prior to that, she worked at Checks and Balances Enterprises, Inc. for seven years. Concinnus Financial provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, also offering retirement-plan consulting and participant education. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to develop client-specific asset allocations and operates an in-house tax preparation and accounting practice alongside its advisory services.

Christie Rooney is a financial advisor at DW Investment Solutions, Inc. in Spokane Valley, WA, holding a Series 65 credential with four years of industry experience. She has been with DW Investment Solutions since 2020. DW Investment Solutions serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm offers discretionary investment supervisory services and financial planning, using both fundamental and technical analysis with a variety of investment strategies and products.

Marie Palmer Kamprath is a financial advisor at Generational Legacies Wealth Management in Coeur D'Alene, ID. She holds a Series 65 credential and has 18 years of experience working with Hearth Stone Real Estate. Generational Legacies Wealth Management provides financial planning and discretionary portfolio management for individuals, foundations, charities, and businesses. The firm employs a diverse investment approach that includes fundamental, macroeconomic, quantitative, and cyclical analysis, offering tailored portfolios with active management and a focus on liquidity and drawdown constraints.

Jackson Yenor is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Archer Wealth Advisors. He has previously worked at Tumwater Wealth Management and holds experience in accounting and tax strategy through his role as a fractional CFO and senior analyst at Archer Strategic Advisors, PLLC. Yenor’s background also includes roles at the Association of Classical Christian Schools and Ashland University. Archer Wealth Advisors serves individual and high-net-worth clients, as well as small businesses, providing comprehensive financial planning and portfolio management. The firm utilizes quantitative analysis and Modern Portfolio Theory in its investment approach and operates an affiliated accounting practice to support complex tax needs and referrals.

Pamela Dobson is a financial advisor at Moulton Wealth Management, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisors and D.A. Davidson & Co. in addition to her current role. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm manages approximately $159.7 million for about 477 clients, offering tailored investment strategies and retirement cash-flow planning, along with free public seminars and workshops.

Linda Walker is a Series 65-credentialed financial advisor with 19 years of industry experience. She has been with DW Investment Solutions, Inc. since 2009. DW Investment Solutions serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm provides discretionary investment supervisory services and financial planning, employing both fundamental and technical analysis with a range of investment products and maintaining quarterly account reviews.

Skyler Kressin is a financial advisor at Archer Wealth Advisors with one year of industry experience. He holds a Series 65 designation and concurrently serves as CEO and CPA of Archer Strategic Advisors, PLLC, an accounting services firm. Prior to joining Archer Wealth Advisors, he worked at Talley, LLP. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm employs a quantitative investment approach emphasizing Modern Portfolio Theory, scenario analysis, and stress testing, and offers customized plans and discretionary or non-discretionary investment management.

John Schannep is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Archer Wealth Advisors and Archer Strategic Advisors, PLLC, where he also works in accounting and tax strategy. His prior experience includes roles at Southwest Investment Advisors, LPL Financial, Orange Capital Management, and First Allied Advisory Services. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm emphasizes quantitative analysis and Modern Portfolio Theory in its investment approach and offers an affiliated accounting practice for tax preparation and complex business referrals.

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 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.

Kevin Hoyle is a financial advisor at Kaiyo Wealth LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Focus Partners Wealth, LLC, HoyleCohen, LLC, and Global Life Capital, Inc. Outside of advising, he is a member and owner of RCI-Memphis, LLC. Kaiyo Wealth LLC provides discretionary portfolio management and customized financial planning for individuals, high-net-worth clients, and charitable organizations. The firm uses a modern portfolio theory-based approach combined with margin and options strategies, serving approximately 86 clients with around $240 million in discretionary assets under management.

John Palmer Kamprath is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is the principal advisor at Generational Legacies Wealth Management, having previously worked at UBS Financial Services, Inc. and Grupp Financial LLC. Outside of his advisory role, he works as an independent educational consultant for private Catholic schools. Generational Legacies Wealth Management provides financial planning and portfolio management to individuals, foundations, charitable organizations, corporations, and pension plan sponsors. The firm utilizes a macroeconomic investment framework and offers a range of services including comprehensive planning, small-business advice, educational workshops, and access to institutional-level sub-advisers, serving both retail and institutional clients with a bespoke approach.

Jonathan Heras is a financial advisor at Guide Advisors, Inc. in Coeur D'Alene, ID, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked both as a sole proprietor and with Guide Advisors since 2012. Outside of his advisory role, he is a member of the Bellevue Breakfast Rotary Club, a charitable nonprofit organization. Guide Advisors, Inc. provides fee-based financial planning and consulting services to individuals, high-net-worth clients, and charitable organizations, acting as a co-advisor to manage client accounts through third-party platforms. The firm combines a multi-office presence with a public-education approach, offering seminars and workshops alongside commissionable insurance and annuity products.

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.