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.

Ethyn Killinger is a financial advisor with Northern Capital Management, Inc. in Spokane, WA, holding a Series 65 designation and two years of industry experience. He has been with Northern Capital Management since 2024. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and endowments, as well as retirement plans and participants. The firm emphasizes long-term asset allocation and employs a committee-driven investment process using third-party tools, primarily implementing portfolios with mutual funds and ETFs.

Matthew Porras is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, with one year of industry experience. Prior to joining Northern Capital Management, he worked at NYLIFE Securities LLC, New York Life Insurance Company, and Washington Trust Bank. Outside of his advisory role, he works as an independent contractor for DoorDash. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and endowments, as well as retirement plans. The firm’s investment approach is guided by an internal Investment Committee that focuses on long-term asset allocation and uses third-party quantitative tools, primarily implementing portfolios with mutual funds and ETFs.

Laura Hail is a CFP® certificant with 15 years of industry experience. She has worked at Northern Capital Management, Inc. since 2010 and was previously with Northern Capital Retirement Services, Inc. from 2012 to 2026. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and endowments, as well as retirement plans and plan participants. The firm’s investment approach focuses on long-term asset allocation guided by an internal Investment Committee and uses third-party tools such as Fi360 Fiduciary Scores and Morningstar sustainability ratings.

James Wilson is a financial advisor with Northern Capital Management, Inc. in Spokane, WA. He holds the CFP® designation and has 31 years of industry experience, including over three decades at Northern Capital Management and 14 years at Northern Capital Retirement Services. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, endowments, and retirement plans. The firm employs a long-term asset-allocation approach, using third-party quantitative tools and primarily implementing portfolios with mutual funds and ETFs.

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.

Canada Anderson is a Series 65-licensed advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, bringing 18 years of experience at the firm and eight years in the industry. Outside of advisory work, Anderson is involved in sales for a makeup line, YOUNIQUE, dedicating a small portion of time monthly to this activity. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-advisor team managing approximately $300 million for about 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to a diverse client base, using a combined fundamental and technical investment approach that adjusts allocations based on client risk profiles and market conditions.

Christopher Grasmick is a financial advisor with Vickerman Investment Advisors, Inc., holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2007 to 2021. Grasmick serves as a volunteer member of the Investment Advisory Committee for Eastern Washington University. Vickerman Investment Advisors serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers investment management, financial planning, and tax consulting, using a philosophy based on Modern Portfolio Theory with diversified allocations and discretionary management combined with an automated program called Buckets.

Eric Blazekovic is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs with six years of industry experience. He holds the PFS™ designation and has been with Griffiths, Dreher & Evans since 2017. Prior to that, he worked at MBD Creations, Inc. and Dollar Tree, and spent five years at Eastern Washington University. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management primarily to individuals, business owners, trusts, and CPA clientele, alongside accounting, business valuation, and sales advisory services. The firm integrates accounting and investment advisory services and emphasizes asset-class investing, global diversification, and portfolio efficiency while managing over $232 million in discretionary assets.

Michelle Warner is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, holding a Series 66 designation with 21 years of industry experience. She has worked at Northern Capital Management since 1997 and also spent 14 years at Northern Capital Retirement Services, Inc. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, endowments, and retirement plans. The firm uses a long-term asset-allocation approach guided by an internal Investment Committee and employs quantitative tools such as Fi360 Fiduciary Scores and Morningstar sustainability ratings, primarily implementing portfolios with mutual funds and ETFs.

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.

Laurie Silva is a financial advisor with Northern Capital Management, Inc. in Spokane, WA, holding a Series 65 designation and seven years of industry experience. She has worked at Northern Capital Management and its affiliated Northern Capital Retirement Services since 2019. Prior to that, she held a position at Red Lion Hotels from 2017 to 2018. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and endowments, as well as retirement plans and participants. The firm’s investment committee focuses on long-term asset-allocation models using quantitative tools and primarily implements portfolios with mutual funds and ETFs.

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 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ims Capital Management for 23 years and Metropolitan Financial Services, Inc. for 4 years. Outside of his advisory role, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals and qualified retirement plans. The firm builds diversified portfolios tailored to each client’s profile using a range of investment vehicles and often employs third-party managers and tax-aware strategies.

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.

Matthew Guzman is an advisor at New Millennium Group in Spokane, WA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining New Millennium Group, he worked at NYLIFE Securities LLC, New York Life Insurance Company, and eHealth Insurance, among other roles. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, and estates and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process focusing on asset allocation, security selection, and client risk constraints, offering discretionary and non-discretionary management alongside financial planning and retirement-plan advisory services.

David Holloway is a CFP® with 25 years of experience in the financial industry. He is a team advisor at Northern Capital Management, Inc. in Spokane, WA, where he has worked since 2003. Prior to that, he was with LPL Financial for two years. Outside of advisory work, he holds leadership roles in several aviation-related businesses and serves as President and Director of a private family foundation. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and retirement plans. The firm utilizes a long-term, asset-allocation approach guided by an internal Investment Committee that employs quantitative tools and primarily invests in mutual funds and ETFs.