Boris Desancic is a financial advisor with Clear Creek Financial Management, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Clear Creek since 2019 and previously worked at PCG Wealth Advisors and Waddell & Reed, Inc. Desancic also serves as chairman of the board for the nonprofit Redeeming Soles and works as a consultant coaching financial advisors. Clear Creek Financial Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and other advisers. The firm offers asset management, financial planning, and consulting services, employing a mix of fundamental, technical, cyclical, and quantitative investment methods, and operates an in-house quantitative research business.

Misty Stoddart is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has prior experience in mortgage lending and financial services, including roles at Clarity Capital Partners LLC and several mortgage companies. Stoddart is also involved in a mortgage referral business through Coeur Principle LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.

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.

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.

Harmony Smith is a CFP® and Series 66 designated advisor with seven years of industry experience. She is currently with Advisors Capital Management, LLC, having previously worked at firms including Ameriprise Financial Services, BANK of AMERICA, Merrill, and Baird Private Wealth Management. Outside of her primary role, she is also an associate financial advisor at a sole proprietorship advisory business. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with an investment process that combines top-down macro analysis and bottom-up security selection across a range of proprietary strategies and account types.

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.

Jarrod Arnold is a financial advisor at Alphastar Capital Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Altmeyer Financial Investments, LLC, as well as in various roles outside the financial sector. Arnold is also owner and president of Tier 1 Financial, LLC, an insurance agency. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches, utilizing a range of investment vehicles and third-party portfolio construction technology.

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.

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.

Richard Van Zandt is a financial advisor at Wealthcare Capital Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 66 license and has been with Wealthcare Capital Management since 2011. He also operates VAN ZANDT FINANCIAL SERVICES PLLC, providing tax preparation, accounting, and bookkeeping services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through a team of 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as retirement plan advisory and investment strategist/model services to intermediaries, utilizing a long-term, evidence-based investment approach.

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.

Cortino Garcia is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 credential and previously worked at Independent Financial Group, LLC. Outside of his advisory role, Garcia serves as treasurer for the Southwest Idaho Cycling Association and coaches endurance sport athletes through his own business, Citius Sport, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental and technical analysis, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Abigail Allsup is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2026, following an 11-year tenure at UBS Financial Services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and adviser selection through a network of over 400 independent investment adviser representatives.

Todd Banducci is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has 32 years of industry experience, including military service with the Washington Air National Guard and U.S. Air Force Reserve, and has been involved in investment and insurance businesses such as Falcon Investments and Capstone Financial Group. He is president and owner of Falcon Investments and Insurance, Inc. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs that combine in-house and third-party investment management, with a platform approach integrating Ameritas affiliates and financial institutions.

Bryan Ross is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2022, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2022. Outside of his advisory work, Ross is also a sculptor and artist based in Sagle, ID. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with approximately $18.6 billion in assets under management. The firm offers both advisor-managed and model-based investment strategies through a network of independent investment adviser representatives using an open-architecture approach that integrates multiple platforms and third-party managers.

Jody Nunez is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Ameritas Advisory Services, LLC and Ameritas Investment Corp among other firms. Outside of advising, he serves as president of American Capital Tactics, a non-investment related business, and teaches workshops for business owners and executives through the Business Strategy Institute. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services utilizing both discretionary and non-discretionary arrangements.

Andreas Johnson is a CFP® and Series 65-licensed financial advisor with 15 years of industry experience. He has been with Creative Planning since 2015. Outside of his advisory work, he is involved as an LLC member and CFO of Fired Up Products, a company that creates and sells fire starter products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Reid White is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Primerica Advisors in Spokane, WA. He previously worked at Northwestern Mutual Wealth Management Company and its related entities for eight years. In addition to advising, he operates as an insurance agent providing life, disability, and long-term care insurance, as well as fixed annuities. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs multiple proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.