Richard Tiffany is a financial advisor with APEX Advisory Group, Inc. in Spokane, WA. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has eight years of industry experience. He has worked at Capital Financial Services, Inc. since 2014 and with Guardian Life Insurance Co. of America since 2011. He is also involved in fixed insurance through various insurance companies. APEX Advisory Group 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 approach, primarily using third-party discretionary managers for portfolio implementation and management, while offering services that include retirement planning, estate planning, and insurance planning.

Colby Ivey is a financial advisor at Simpli-FI Alpha LLC with one year of industry experience. He holds a Series 65 designation and has worked at Simpli-FI Alpha LLC since 2024. Outside of his advisory role, he has served with the Coeur d'Alene Fire Department since 2013. Simpli-FI Alpha LLC provides portfolio management and investment advice to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a combination of charting, fundamental, quantitative, and technical analysis within a modern portfolio theory framework, offering both discretionary and non-discretionary services.

James Simmons is a financial advisor at Long Bridge Capital Management in Spokane, WA, holding a Series 65 designation with 34 years of industry experience. His career includes roles at Harmonic Investment Advisors, Pend Oreille Capital, Raven Ventures LLC, Koyah Ventures LLC, and ICM Asset Management, Inc. Long Bridge Capital Management is a discretionary investment adviser serving individual clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs both fundamental and technical analysis and manages approximately $53.8 million across around 100 accounts using a range of assets including mutual funds, equities, ETFs, fixed income, and international securities.

Jeremy Lewis is a financial advisor at Fortitude Financial LLC with 25 years of industry experience. He holds the Series 66 designation and has held roles at firms including LPL Financial and Waddell & Reed. Outside of his advisory work, Lewis oversees EQ Records Collective, a nonprofit organization dedicated to helping disabled individuals experience music creation and recording. Fortitude Financial is an SEC-registered advisory firm serving primarily individual and high-net-worth clients. The firm employs a model-based investment process combining top-down asset allocation with bottom-up security selection and offers services including discretionary portfolio management and financial planning.

Kevin Kenny Jr. is a financial advisor with Freedom Wealth Management LLC in Spokane, WA. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, Kevin served in the United States Navy for four years and has held various positions including work in education and behavioral health sectors. Freedom Wealth Management LLC serves individual and high-net-worth clients, trusts, small businesses, and charitable organizations by providing integrated financial planning and ongoing portfolio management. The firm builds customized portfolios based on clients’ objectives and risk tolerance, using a variety of investment vehicles and operating on LPL Financial platforms.

John Schram is a CFP® professional with 33 years of experience in the financial services industry. He has worked at LPL Financial for 28 years before joining 917 Advisory Services LLC, where he has been since 2024. In addition to his advisory role, he is a licensed insurance agent and provides tax preparation and accounting services. 917 Advisory Services LLC offers investment advisory services to individuals, trusts, estates, and retirement plans, focusing on long-term portfolio management using fundamental analysis. The firm manages discretionary portfolios primarily composed of low-cost mutual funds and ETFs, supplemented with individual securities as appropriate, and provides personalized ongoing contact and periodic reviews.

Jennifer Traynor is a financial advisor at Inland Financial Planning in Spokane, WA, with two years of industry experience. She holds a Series 65 designation and previously worked for Fidelity State Bank & Trust Co. and Noonday Collection. Inland Financial Planning provides wealth management, comprehensive financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. The firm combines quantitative and qualitative analysis in its investment approach, utilizing core-and-satellite allocations and offering both discretionary portfolio management and participant educational workshops.

Andrew Bloom is a CFP®, CFA®, and Series 65 licensed advisor with 14 years of industry experience. He currently works at MB Gen Wealth in Spokane, WA, where he has been employed since 2016. Prior to MB Gen Wealth, he was associated with Merriman Wealth Management. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm uses fundamental analysis, modern portfolio theory, and cyclical analysis to guide its investment approach and offers customized portfolios with discretionary management and sub-advisor oversight.

Austin Zimmerman is a financial advisor at Quantum Financial Planning Services, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Central Washington University and in the education sector. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and investment management with a focus on strategic asset allocation using a combination of actively and passively managed funds in globally diversified portfolios.

Bryan Dearden is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked with PlanMember Securities Corporation and Voya Financial Advisors. Outside of his advisory roles, he is a partner in DEBRTO, LLC, which manages banking and financial records. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, constructing broadly diversified portfolios tailored to clients’ risk tolerance and goals.

Brian Schafer is a financial advisor at Columbia Advisory Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors with comprehensive financial planning, investment management, and business consulting services. The firm employs a modern portfolio theory–based investment process and manages portfolios built from a range of securities, overseeing them on a discretionary basis, while also participating in private fund management and related investment activities.

Micah Coski is a Series 66-licensed advisor with 11 years of industry experience. He has been with Quantum Financial Planning Services, Inc. since 2017 and previously worked at Securities Service Network, Inc. from 2014 to 2017. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered firm providing comprehensive financial planning and investment management to individuals, small businesses, pension plans, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach using a combination of actively and passively managed funds in globally diversified portfolios, focusing on aligning investments with clients’ time horizons and risk tolerances.

Charles Cowgill is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Richards Merrill Wealth Management, where he has worked since 2024. Prior to this, Cowgill worked at Charles Schwab & Co., Inc. from 2006 to 2024 and was a self-employed writer from 2013 to 2024. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for around 1,270 clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers ongoing portfolio management and financial planning with investment strategies that include both long- and short-term trading, using fundamental, technical, cyclical, and charting analyses.

Jeremy Houy is a financial advisor with Vickerman Investment Advisors, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior roles include positions at M Holdings Securities, Randall & Hurley, and TIAA-CREF. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates by providing investment management, portfolio trading and rebalancing, financial planning, retirement and estate planning, and tax consulting. The firm applies a Modern Portfolio Theory-based approach with diversified allocations across various asset classes and offers both discretionary portfolio management and an automated program called Buckets.

Colin Brooks is a financial advisor with Vorpahl Wing Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Robert W. Baird & Co. from 2015 to 2019 before joining Vorpahl Wing Securities in 2019. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations, offering portfolios that include equities, ETFs, bonds, mutual funds, and certificates of deposit. The firm uses a fundamental, value-oriented research process and manages accounts on a discretionary basis with daily and periodic reviews.

Matthew Foust is a financial advisor at Columbia Advisory Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, CliftonLarsonAllen Wealth Advisors, and Propera Investment Advisors. In addition to his advisory role, Foust is involved in the insurance sector as a 50% owner of The PAC Network and president of Columbia Insurance Partners, LLC. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and accounting and business consulting services, relying on modern portfolio theory and fundamental analysis in its investment approach.

Valerie Coffey is a financial advisor at Desert Rose Capital Management, Inc. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at Charles Schwab & Co., Charles Schwab Bank, and Homestreet Bank. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, focusing on exchange-traded options combined with income-producing assets to mitigate downside risk while seeking appreciation. The firm also manages a pooled investment vehicle and offers access to private placements and alternative investments for suitable clients.

Molly Chase is a CFP® and holds a Series 66 license with 23 years of industry experience. She has worked at Northern Capital Management, Inc. since 2008 and previously spent five years at MSI Financial Services, Inc. Chase's career includes a 14-year tenure 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 emphasizes long-term asset allocation guided by an internal Investment Committee and utilizes third-party tools such as Fi360 Fiduciary Scores and Morningstar sustainability ratings in portfolio construction.

Thomas Binge is a financial advisor at Columbia Advisory Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cetera Wealth Services and Renaissance Financial Corp. Outside of his advisory role, he serves on the advisory board of the Tempe Chamber of Commerce Ambassador Committee. Columbia Advisory Partners, LLC is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and business consulting, using a portfolio approach that combines modern portfolio theory with fundamental analysis and offering specialized fund management and private credit lending programs.

Emily Paukert is a CFP® professional at Northern Capital Management, Inc. in Spokane, WA, with four years of industry experience. Her background includes roles at Moss Adams Wealth Advisors and Moss Adams LLP, as well as a position at Maryhill Winery. 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 overseen by an internal Investment Committee and incorporates client education through publications, workshops, and webinars.