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.

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 financial advisor with The AmeriFlex Group, holding CFP® and ChFC® designations and over 16 years of industry experience. His prior roles include founding Kerfoot Wealth Management and working at Northwestern Mutual Investment Management. He also conducts insurance sales under Kerfoot Financial Services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting solutions, utilizing model asset allocations and various manager relationships to meet client needs.

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.

Tyler Snyder is a financial advisor at Eversource Wealth Advisors, LLC with two years of industry experience. Prior to joining Eversource, he worked at Grady Financial Network and Pierce Lane Partners, and spent 13 years at TriMet. He owns Strahorn Consulting LLC, a small business consulting firm, and is a licensed insurance agent. Beginning in August 2025, Tyler will deliver financial presentations to employees of Costco and other companies in the Pacific Northwest through My Secure Advantage. Eversource Wealth Advisors serves a broad range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, using multiple investment programs and a comprehensive investor profiling process.

Theresa Zimmerman is a financial advisor at Kovack Advisors, Inc. in Coeur d'Alene, ID, holding a Series 66 designation with nine years of industry experience. Her prior work includes roles at Centaurus Financial, Inc. and OSAIC Wealth, Inc. She serves as a trustee for North Idaho College and is a board member of the Coeur d'Alene Lakeshore Property Owners Association. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a combination of in-house models and third-party managers to construct and manage portfolios.

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, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as president and owner of Falcon Investments and Insurance, Inc., a firm he founded in 1996. His work history includes roles with the Washington Air National Guard and the U.S. Air Force Reserve Personnel Center. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options and leverages multiple program platforms and third-party technology to deliver customized investment solutions.

Jonah Bies is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Fortis Financial Partners and Waymaker Wealth Advisors. He is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. CWM, LLC operates as an SEC-registered enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios with both fundamental and technical approaches.

Reid White is a financial advisor at Guardian Life with eight years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Prior to joining Guardian Life in 2025, he worked at Northwestern Mutual from 2017 to 2025. Outside of his advisory role, he operates as an insurance agent providing clients with life, disability, and long-term care insurance as well as fixed annuities. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party advisory solutions, and integrated lending options.

Brent Wise is a Series 65-licensed financial advisor with Ameritas Advisory Services, LLC, based in Spokane Valley, WA. He has one year of industry experience and currently owns Wise Choice Planning, LLC, where he provides financial planning services. He also serves as a consultant for Spokane Valley Performing Arts (SVPAC). Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Jarad Balch is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army from 2016 to 2023 and a brief period at Golden Rule Construction. Outside of his advisory work, he is the vice president of Chapter 43 of the Special Forces Association, a nonprofit organization, where he helps manage operations and organize events. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth programs, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in their investment recommendations.

Philip Hedrick is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, KMS Financial Services, and Northwest Capital Management. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing a range of strategies and platform relationships to deliver and monitor client portfolios.

Jennifer Johnson is a Series 66-licensed financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is a notary for her firm and participates as a Stampin’ Up demonstrator for personal use. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth, while adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

Brian Hurst is a financial advisor with Eagle Strategies (NY Life) based in Spokane Valley, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Hurst is the owner and lead teacher of The Science Factory, a summer camp, and he also provides business consulting for his wife's YouTube channel. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joel Bowlby is a Series 66-licensed advisor with D.A. Davidson & Co., based in Coeur D'Alene, ID, with 19 years of industry experience. He has been with D.A. Davidson & Co. for 17 years. Outside of his advisory role, Bowlby serves as President of the Board of Directors for Summit Christian Academy. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Nathaniel Whalen is a financial advisor at D.A. Davidson & Co. in Coeur D'Alene, ID, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include tenures at Charles Schwab & Co., Inc. and Packard Wheeler Succession. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and utilizes both qualitative and quantitative analyses to recommend and monitor investments.

Edna La Zelle is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and five years of industry experience. She has worked at several firms, including Ameriprise, Eagle Strategies (NY Life), Nylife Securities LLC, and Henker Financial Partners. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.