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 Series 65-licensed financial advisor with Eversource Wealth Advisors, LLC, based in Spokane Valley, WA, with one year of industry experience. Prior to joining Eversource, he worked at Grady Financial Network and Pierce Lane Partners, and spent over a decade at TriMet. He is the owner of Strahorn Consulting LLC, a small business consulting firm, and participates as a presenter providing general financial information to employees of Costco and other businesses in the Pacific Northwest through My Secure Advantage. Eversource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives delivering a variety of investment programs and incorporates a values-based approach informed by a Judeo-Christian framework.

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.

Jonah Bies is a financial advisor at CWM, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortis Financial Partners and Waymaker Wealth Advisors. Outside of his advisory role, he also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered adviser serving a diverse client base including individuals, families, foundations, and institutions through a large network of partner offices and more than 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, focusing on retirement plan and institutional services.

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.

Brent Wise is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. He has worked at Ameritas Advisory Services and Ameritas Life Insurance Corp., and he owns Wise Choice Planning, LLC. Additionally, he serves as a consultant for Spokane Valley Performing Arts (SVPAC). Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing a range of investment strategies and maintaining firm-level affiliations that support comprehensive client solutions.

Jarad Balch is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and previously served in the U.S. Army for seven years. Outside of his advisory role, Balch is the vice president of the Special Forces Association Chapter 43, 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, high-net-worth individuals, and charitable organizations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Philip Hedrick is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. His prior work includes roles at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Northwest Capital Management Inc. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.

Jennifer Johnson is a financial advisor with D.A. Davidson & Co. in Coeur D'Alene, ID, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she is a notary who notarizes documents for her firm and participates as a demonstrator for Stampin' Up for personal use. 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 offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

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 financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2009. Outside of his advisory role, he serves as the President of the Board of Directors for Summit Christian Academy in Coeur d'Alene, Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Nathaniel Whalen is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Packard Wheeler Succession, Charles Schwab & Co., and Bass Pro Shops/Cabela's. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and private wealth programs, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment approach.

Edna La Zelle is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and five years of industry experience. Her career includes roles at Ameriprise, Eagle Strategies (NY Life), Nylife Securities LLC, and Henker Financial Partners, LLC. D.A. Davidson & Co. provides 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 offers a range of investment and planning services under fiduciary standards, with specialized programs for municipal advisory and private wealth management.

Natosha Duboise is a financial advisor at D.A. Davidson & Co. with 18 years at the firm and 8 years of industry experience. She holds a Series 66 designation. Outside of advisory services, she serves as a Notary Public for the State of Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers services under fiduciary standards, utilizing both qualitative and quantitative analysis, and provides specialized solutions such as municipal advising and a Private Wealth planning program for high-net-worth clients.

Chris Morin is a financial advisor with OSAIC Institutions, Inc. and holds a Series 66 designation. He has 18 years of industry experience and has previously worked with Ameriprise, First Interstate Bank, and Securities America. Outside of his advisory role, Morin also serves as an advisor with Idaho Central Credit Union, assisting credit union members with their financial goals. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Stephanie Brunner is a financial advisor at D.A. Davidson & Co. with six years of industry experience. She holds a Series 66 designation and previously worked at MB Builders & Development, LLC for seven years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

David Lambert is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has 41 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for family trusts in Washington. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers a range of model-based and customized investment strategies supported by ongoing due diligence and monitoring.

Michael Moody is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Bankers Life Advisory Services, Moody worked at Bankers Life Securities, Inc. and Banker's Life & Casualty, Inc., and has been involved with Moody's Guitars, an entrepreneurial venture, since 2007. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.