Robb Peterson is a financial advisor at Karel Capital, Inc. with 33 years of industry experience. He has been associated with Peterson Investment Management Inc. since 1993 and has worked at Karel Capital since 2020. Peterson holds the Series 63 and Series 65 designations. Karel Capital provides discretionary portfolio management and separately managed accounts to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a conservative, capital-preservation asset allocation strategy combined with top-down macro analysis and bottom-up security selection.

Landy Comstock is a financial advisor with Financial Forum, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Financial Forum in 2020, Comstock worked at LPL Financial from 2003 to 2020. Outside of his advisory role, he serves as co-executor of his family estate. Financial Forum serves individual and high-net-worth clients, businesses, and not-for-profit organizations, offering investment management, financial planning, retirement and estate planning, tax and risk management, and employee/executive benefits coordination. The firm uses an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, with portfolios tailored through client questionnaires or interviews.

Edwin Hill is a CFP® professional with 12 years of experience, currently serving at Stewardship Concepts Financial Services LLC since 2013. He holds the Series 63 designation and is based in Spokane, WA. Outside of his advisory role, Mr. Hill serves as Treasurer on the board of Big Table, a nonprofit supporting the hospitality industry, and is a member of the Spokane Chapter of the Financial Planning Association. Stewardship Concepts provides personal financial planning and discretionary investment management to individuals, families, trusts, family businesses, corporations, and charitable organizations. The firm operates as a fee-only fiduciary, emphasizing global diversification and strategic asset allocation with tactical adjustments guided by both fundamental and technical analysis.

Brent Sears is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Centaurus Financial, Inc., and has operated his own business, Brent M Sears Financial, Inc./Guidance Financial, since 2002. Demars Financial Group LLC offers discretionary asset management, financial planning, limited pension consulting, and third-party manager selection services to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis along with customized or model portfolios to provide ongoing portfolio management and written financial plans.

Barbara Miller is a CFP® with over 17 years of industry experience, currently serving as an advisor at 917 Advisory Services LLC. She previously worked at LPL Financial LLC from 2008 to 2024 before joining 917 Advisory Services. In addition to her advisory role, she performs administrative work for a local insurance agent outside of her primary duties. 917 Advisory Services LLC provides investment advisory services to individuals, trusts, estates, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a long-term, fundamental analysis-based approach, utilizing low-cost mutual funds, ETFs, and selective individual securities, with personalized ongoing management and periodic portfolio reviews.

Taylor Demars is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA. He holds the CFP® designation and Series 66 license and has six years of industry experience. Prior to joining Demars Financial Group, he worked at Crown Capital Securities, LP and LPL Financial. Outside of his advisory role, Demars is involved with Flocks and Fields, LLC, a non-investment related business entity. Demars Financial Group provides discretionary asset management, financial planning, limited pension consulting, and recommendations for third-party money managers to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client objectives using a combination of model portfolios, third-party sub-advisers, and various analytical approaches, managing approximately $374 million in discretionary assets across several hundred client accounts.

William Lang is a financial advisor at Long Bridge Capital Management with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank and Manito Asset Management. Outside of his advisory role, Lang coaches the Mt Spokane Ski Race Team during the winter months. Long Bridge Capital Management is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, employing both fundamental and technical analysis with strategies that include small and micro-cap securities, covered-call overlays, and occasional use of leveraged funds and options.

Bill Smith is a financial advisor with APEX Advisory Group, Inc. in Spokane, WA, holding a Series 63 designation and 35 years of industry experience. He has been affiliated with multiple related entities, including The Apex Group and Questar Asset Management, since 1987. In addition to advisory services, he spends part of his time selling insurance products. APEX Advisory Group, Inc. provides investment advisory and financial consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm follows a valuation-driven, fundamental, and long-term investment philosophy, primarily implementing portfolios through third-party discretionary managers while offering tax, insurance, and exit-planning services through affiliated entities.

James Karel is a financial advisor with Karel Capital, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at Silicon Valley Wealth Advisors, LLC for six years and has been associated with Peterson Investment Management, Inc. for six years in a non-employee alternate role for business continuity and succession planning. Karel Capital, Inc. provides discretionary portfolio management and separately managed accounts to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm uses a conservative, capital-preservation asset allocation approach, combining top-down macro analysis with bottom-up security selection and focuses on healthcare, biotechnology, investment-grade bonds, and select growth-oriented opportunities.

Jay Lake is a financial advisor at Twenty Twenty Investment Advisors, LLC in Spokane, WA, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Twenty Twenty Investment Advisors since 2014 and previously at Origin Financial for five years. Jay is also an owner of Twenty Twenty Investment Advisors. Twenty Twenty Investment Advisors serves individual and institutional clients, including high-net-worth individuals, retirement plans, foundations, trusts, and estates. The firm offers wealth management, financial consulting, and retirement plan advisory services, using a Modern Portfolio Theory-based approach that emphasizes client inputs and incorporates a range of investment vehicles and analysis methods.

Steven Neff is a financial advisor at Long Bridge Capital Management with 37 years of industry experience. He previously worked at Focus Point Capital LLC, Wealthmark, LLC, NBC Partners, PLLC, and ICM Asset Management, Inc., and has experience in business consulting. He serves on the loan committee for Ignite Northwest and volunteers as a co-manager for Springboard, organizations that support early-stage companies. Long Bridge Capital Management is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm offers portfolio management with customized Investment Policy Statements, employing both fundamental and technical analysis, and uses a range of strategies including small and micro-cap securities and covered-call overlays.

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.

Richard Cullen is a CFP® with 13 years of industry experience, currently serving at Inland Financial Planning in Spokane, WA. His prior roles include positions at Cullen Financial Planning LLC, Lodestone Wealth Management, and Northern Capital Management, among others. Cullen is also an officer in the Washington Air National Guard, where he has served since 2006. Additionally, he is involved in a family business that coordinates the manufacturing and sales of gardening and harvesting aprons. Inland Financial Planning provides wealth management and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm manages discretionary portfolios using a combination of quantitative and qualitative analysis, incorporating core-and-satellite allocations and offering participant educational workshops and retirement plan advisory 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.

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.

Noelle Seipp is a financial advisor at Fortitude Financial LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial, Hoyt, Lewis & Associates, and Financial Advocates Investment Management. Seipp is also a notary public. Fortitude Financial is an SEC-registered advisory team managing approximately $281.5 million for around 400 clients, primarily individuals and high-net-worth individuals. The firm employs a model-based investment approach that integrates top-down asset allocation with bottom-up security selection and offers discretionary portfolio management along with financial planning and tax consulting services through an affiliated entity.

Craig Wessels is a financial advisor with Integrity Wealth Management, Inc. in Spokane, WA, holding a Series 66 designation and 22 years of industry experience. He worked at Charles Schwab and Charles Schwab Bank from 2004 to 2018 before joining Integrity Wealth Management in 2018. Integrity Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates as a fee-only advisor, using a variety of security-analysis methods and offering ERISA-level retirement plan services.

David Martin is a financial advisor at MB Gen Wealth with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merriman Wealth Management, LLC and Nelson Securities, Inc. Martin is also involved with Echelon Capital, LLC, serving as a general partner in a private fund investment adviser role. MB Gen Wealth provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm employs a combination of fundamental analysis, modern portfolio theory, and cyclical analysis to guide portfolio construction and offers customized investment solutions, including the use of mutual funds, ETFs, individual securities, and third-party sub-advisors.

Brian Simpson is a financial advisor at Integrity Wealth Management, Inc. in Spokane, WA, holding Series 63 and Series 65 registrations with 29 years of industry experience. He has been with Integrity Wealth Management since 2009. Integrity Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm focuses on customized portfolio management and retirement-plan advisory services using primarily no-load mutual funds, ETFs, and individual securities.

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.