Terry Szilasi is a financial advisor at Forthright Capital with six years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm focuses on passive investment management using model portfolios and outside managers when appropriate, with client portfolios tailored to individual investment policy statements.

David Vose is a financial advisor at Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Nelson Securities since 1992. Nelson Securities, Inc. manages approximately $272 million for about 2,016 clients through a team of nine advisors. The firm offers discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations using a combination of fundamental and technical analysis with a variety of investment strategies.

Kenneth Thiefault III is a financial advisor at Columbia Advisory Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he runs a hockey coaching business where he gives lessons and conducts practices. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm constructs diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, and maintains involvement with affiliated private funds including a Private Credit Fund.

Jeffery Miller is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Nelson Securities since 1992. Outside of his advisory role, he serves on a condo association and is involved in the general maintenance and administration of the property. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors. The firm provides discretionary investment management and consulting services to a diverse client base, using a combination of fundamental and technical analysis across various investment strategies tailored to individual investor profiles.

Tyson Para is a financial advisor at Columbia Advisory Partners, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Energy Northwest for 12 years. Columbia Advisory Partners provides financial planning, investment management, and limited accounting and business consulting to individuals, corporations, 401(k) plans, and private fund investors. The firm employs diversified, model-driven portfolios using Modern Portfolio Theory and fundamental analysis, and offers access to third-party actively managed models alongside discretionary portfolio management and financial planning.

Tyson Blake is a financial advisor with Columbia Advisory Partners, LLC, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America. In addition to his advisory work, he operates as an independent insurance agent, focusing primarily on life insurance, fixed annuities, and long-term care insurance. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, and funds. The firm emphasizes diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, and also manages several affiliated private funds.

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.

Kyle Knigge is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Columbia Advisory Partners, LLC since 2018. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, Meridian Capital Management, Ten Capital Wealth Advisors, and ICM Asset Management. Outside of advising, he owns a rental property in Spokane, WA. Columbia Advisory Partners provides comprehensive financial planning and investment management services to individuals, corporations, and private fund investors, utilizing diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis. The firm also manages affiliated private funds and offers both discretionary portfolio management and ongoing financial planning.

Jeremy Russell is a Series 66-licensed financial advisor with Columbia Advisory Partners, LLC, where he has worked for 10 years. He has 11 years of industry experience, including a prior role at Deer Park School District. In addition to his advisory work, he owns Steward ALTS, LLC, a private placement manager for private funds, and Snap FP, LLC, which develops financial planning software. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds including a Private Credit Fund with a direct-lending program.

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.

Ronald Kincaid is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at firms including ChangePath, LLC and The O.N. Equity Sales Company, and has operated Viable Ventures, Inc. (dba Kincaid & Associates) since 1995, where he serves as president and engages in insurance sales and life settlements. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Russell Spellman III is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Mutual Of Omaha since 2002. Outside of advisory services, he owns and operates an insurance agency specializing in life, health, and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and acts as a client contact and conduit to third-party managers across its offerings.

Bryce Lee is a Series 65-licensed financial advisor at Simplicity Wealth with two years of industry experience. He is also co-owner of BTL Tax and Financial Services, an accounting and insurance firm where he provides tax preparation, insurance sales, and Medicare-related services. Additionally, he owns a food truck business operated by his wife. Simplicity Wealth serves a diverse client base including individual and institutional investors, offering advisory services from financial planning to retirement plan management. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by technology and operational solutions for advisers.

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.

Kevin Glynn is a financial advisor at Northwest Asset Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwest Asset Management since 2018. Glynn also has experience with Merriman Wealth Management. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory in its investment approach, offering customized investment management, retirement and financial planning, consulting, tax preparation, and back-office services.

Cassandra Camerer is a Series 65 licensed financial advisor with nine years of industry experience. She is affiliated with Creativeone Wealth, LLC and has held roles at ChangePath, LLC and Ten Capital Wealth Advisors, LLC. Outside of advising, she is a co-owner of an Amway independent business focusing on health, beauty, and home care products. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to manage client portfolios.

Richard Biel is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining his current firm in 2019. Outside of his advisory role, Biel is involved in fixed insurance sales as a general agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases, with compliance oversight and multiple implementation pathways.

David Eck is a financial advisor with Inspire Advisors, LLC in Liberty Lake, WA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Inspire Advisors since 2019 and previously at Cambridge Investment Research Advisors and other firms. Eck is also an owning member of Awesometown LLC dba Oakstreet Financial, where he operates as an independent insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individuals, high-net-worth clients, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and providing tax-mitigation services.

Scott Kine is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Integra Financial Services, Ohio National Financial Services, Integrated Business Network, and Princor Financial Services Corporation. Outside of his advisory work, he serves as an assistant coach for the Shadle Park High School varsity fast pitch team. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs through various third-party platforms.

Jonah Bies is a financial advisor at CWM, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortis Financial Partners and Waymaker Wealth Advisors. Outside of his advisory role, he also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered adviser serving a diverse client base including individuals, families, foundations, and institutions through a large network of partner offices and more than 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, focusing on retirement plan and institutional services.