Connor Seedall is a financial advisor with DAI Wealth, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with DAI Wealth and its related entities since 2023 and previously held roles at Arete Wealth Advisors LLC, Arete Wealth Management LLC, and John Galt Wealth Solutions. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including high-net-worth individuals, institutional clients, charitable organizations, and retirement plan sponsors. The firm offers customized investment management and financial planning services through various account models and combines advisor-led strategies with third-party platform solutions.

Nathaniel Guthrie is a Series 65-licensed financial advisor at Pinkerton Wealth Partners with one year of industry experience. Prior to joining Pinkerton Wealth Partners, he worked in education and fitness-related roles over several years. 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,” integrating active, passive, and tactical strategies across approximately 70 model portfolios.

Ronald Glendening is a CFP® professional with 24 years of industry experience, currently serving as a wealth advisor and COO at Pinkerton Retirement Specialists, LLC. His prior roles include positions at Triad Advisors, Inc. and True Freedom Investing, LLC. He is also a co-successor trustee for the Daniel W. Pinkerton Living Trust. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a disciplined, formula-driven investment process that combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Gregory Kelly is a Series 65-licensed advisor with Griffiths, Dreher & Evans, P.S., CPAs in Spokane, WA, where he has worked for nine years. He has eight years of industry experience and previously worked at Davis Transport Inc. Kelly is also a practitioner at the firm’s CPA practice. Griffiths, Dreher & Evans, P.S., CPAs 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, focusing on coordinated management of business and personal financial affairs.

Jeffrey Newton is a financial advisor at Alliant Securities, Inc. Turner, Nord, Kienbaum with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Alliant Securities since 2009. 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 a combined fundamental and technical investment approach tailored to client objectives and risk profiles.

Steve Haug is a financial advisor at Pinnacle Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and spent 23 years at IMS Capital Management before joining Pinnacle Wealth Advisors in 2026. Outside of his financial advisory role, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diversified portfolios tailored to each client’s investor profile and monitored on an ongoing basis.

Todd Evans is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, holding the PFS™ designation and Series 65 license. He has 19 years of industry experience and has worked at Griffiths, Dreher & Evans since 1997. 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 combines accounting and discretionary investment management, employing fundamental security analysis and asset-class investing principles to structure portfolios primarily with mutual funds and ETFs.

Deanna Dreher is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. She has worked at Griffiths, Dreher & Evans since 1999. Outside of her advisory role, she is involved in property management through ownership of APEX Property Management. 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, utilizing fundamental security analysis and asset-class investing principles primarily through mutual funds and ETFs.

Joseph Lee is a financial advisor with Madison Avenue Securities, LLC, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Madison Avenue Securities since 2012 and serves as Vice President of Schrette & Lee Financial Services, Inc. dba Schrette & Lee Wealth Management, a role he has held since 2002. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies.

Paul Schrette is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Madison Avenue Securities since 2012 and also owns Schrette & Lee Wealth Management, where he serves as president. Outside of his advisory work, he is involved in managing his own wealth management firm. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Sharon Herbst is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with TCFG since 2017 and previously worked at Calton & Associates, Inc. from 2016 to 2017. Herbst also manages her own advisory business, Herbst Wealth Management. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Edward Leeper is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at RE/MAX South and M Group Investment Advisor, LLC. Outside of advisory work, he operates as a real estate agent and owns an insurance agency in Valleyford, Washington. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Darrin Mc Comas is a financial advisor with Prosperity Capital Advisors in Spokane Valley, WA, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Abraham & Co., Inc., Lifemark Securities Corp., and Total Advisor Network, LLC. He is also the owner and independent agent of Evergreen Insurance Advisors, LLC, where he incorporates insurance products such as fixed index annuities into retirement planning strategies. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and access to alternative solutions, and offers a range of advisory and intermediary services.

Russell Spellman III is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Mutual of Omaha since 2002. In addition to his advisory role, he owns and operates Spellman Insurance Agency, through which he sells life, health, and annuity insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, primarily working through its network of Investment Advisor Representatives who recommend approved products and strategies.

Bryce Lee is a financial advisor at Simplicity Wealth with two years of industry experience. He holds a Series 65 designation and co-owns BTL Tax and Financial Services, an accounting and insurance firm where he is involved in tax preparation, insurance sales, and advisory services. Additionally, he owns a food truck business operated by his wife and manages Medicare and annuity business through an LLC he established. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions alongside advisory services.

Kevin Grady is a CFP®-designated financial advisor at EverSource Wealth Advisors, LLC with 24 years of industry experience. He previously worked for Cambridge Investment Research Advisors, Inc. for nine years before joining EverSource in 2023. Outside of his advisory role, Mr. Grady serves on the advisory board for Adult and Teen Challenge of Spokane. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services through a national network of advisors, employing multiple investment programs and a values-based approach including Life Impact® Stewardship Planning.

Mark Miller is a financial advisor at MissionSquare Retirement with 26 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at ICMA Retirement Corporation since 2008. Outside of his advisory role, he owns and operates a farming business focused on harvesting and maintaining hay. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, employing investment advice developed by Morningstar Investment Management.

Robert Anderberg is a financial advisor at Plancorp, LLC with six years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Plancorp, Anderberg worked at Murray Street Capital Advisors, Magellan Federal, and F5 Financial Planning, among other firms. Outside of his advisory role, he serves as secretary for Gethsemane Lutheran Church and provides financial counseling to Armed Service Members through Magellan Federal. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm’s investment process uses Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management along with in-house tax preparation and third-party manager due diligence.

Jason Fox is a financial advisor with Prosperity Capital Advisors in Spokane Valley, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Prosperity Capital Advisors, he worked at Jericho Junction for five years and Maple Leaf Foreign Language School for eight years. In addition to his advisory role, Mr. Fox is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers a range of non-advisory services and intermediary roles.

Thomas Kerfoot is a CFP® and ChFC® with 16 years of industry experience. He is currently with The AmeriFlex Group and has operated Kerfoot Wealth Management, LLC, and Thomas P. Kerfoot dba Kerfoot Financial Services since 2012. Outside of advisory services, he is involved in insurance sales through his business, Kerfoot Financial Services. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.