Terry Szilasi is a financial advisor at Forthright Capital with six years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management, utilizing model portfolios and outside managers as appropriate, with client portfolios tailored to individual investment policy statements.

Ethyn Killinger is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Northern Capital Management and its affiliated Northern Capital Retirement Services, he has worked intermittently at Mead High School. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm emphasizes a long-term asset-allocation approach guided by an in-house Investment Committee, combining mutual funds, ETFs, and fundamental security analysis.

Matthew Porras is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Northern Capital Management and Northern Capital Retirement Services in 2025, he worked at NYLIFE Securities LLC, New York Life Insurance Company, and Washington Trust Bank. Outside of his advisory role, he works occasionally as an independent contractor for DoorDash. Northern Capital Management serves individual and family clients, high-net-worth individuals, organizations, and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, rollover assistance, and retirement-plan advisory services. The firm’s investment decisions are guided by an in-house Investment Committee using model portfolios and a long-term asset allocation approach that combines mutual funds, ETFs, and fundamental analysis.

Laura Hail is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked with Northern Capital Management, Inc. since 2010 and its affiliate Northern Capital Retirement Services, Inc. since 2012. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm uses an Investment Committee to guide discretionary portfolio management and retirement-plan advisory services with a long-term asset allocation focus, incorporating third-party research and a combination of mutual funds, ETFs, and fundamental analysis.

James Wilson is a CFP® with 30 years of experience and has worked at Northern Capital Management, Inc. since 1992. He has also been associated with Northern Capital Retirement Services, Inc. since 2012. Outside of his advisory role, he is a partner and voting shareholder in a commercial property ownership and rental business. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm uses a long-term asset-allocation approach guided by an in-house Investment Committee and combines fundamental analysis with third-party research and quantitative tools to manage portfolios and retirement-plan advisory services.

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 seven years of industry experience. He has been with Alliant Securities since 2008. Outside of his advisory role, Anderson is involved in sales for a makeup line called Younique. 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 advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, using a combination of fundamental and technical analysis tailored to client objectives and risk profiles.

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 with Northern Capital Management, Inc. in Spokane, WA, holding a Series 66 designation and 20 years of industry experience. She has worked at Northern Capital Management since 1997 and Northern Capital Retirement Services since 2012. Northern Capital Management serves individual and family clients, including high-net-worth individuals, organizations, and employer-sponsored retirement plans. The firm employs a long-term, asset-allocation-driven investment approach overseen by an in-house Investment Committee, combining model portfolios with fundamental analysis and third-party research to guide discretionary portfolio management and retirement-plan advisory services.

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 Series 65-licensed advisor with Northern Capital Management, Inc. in Spokane, WA, bringing six years of industry experience. Her prior work includes a 17-year tenure at Mercer and roles at Northern Capital Retirement Services and Red Lion Hotels. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm uses a long-term asset-allocation approach driven by an in-house Investment Committee that employs model portfolios, fundamental analysis, and third-party research to manage portfolios and retirement plan advisory services.

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.

Matthew Guzman is a financial advisor at New Millennium Group with Series 65 and Series 63 licenses and 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. New Millennium Group serves individual clients, retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a multi-level investment process focusing on asset allocation, security selection, and client risk constraints, utilizing tools such as Riskalyze to tailor portfolio strategies.

David Holloway is a CFP® with 24 years of industry experience, currently serving at Northern Capital Management, Inc. since 2003 and Northern Capital Retirement Services, Inc. since 2012. He holds leadership roles in several aviation-related businesses and is president of a private family foundation. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on long-term asset allocation and fiduciary oversight.