Brian Schafer is a financial advisor at Columbia Advisory Partners, LLC in Spokane, WA, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. Columbia Advisory Partners provides comprehensive financial planning, investment management, and limited accounting and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm utilizes diversified, model-driven portfolios primarily based on ETFs, mutual funds, equities, and fixed income, employing Modern Portfolio Theory and fundamental analysis.

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 with Columbia Advisory Partners, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Strategic Wealth Advisors Group, LLC and LPL Financial before joining Columbia Advisory Partners in 2018. Outside of his advisory role, Foust is involved in insurance sales and management, including ownership interests in insurance firms and a role as a Relationship Manager with Core Group USA. Columbia Advisory Partners provides financial planning, investment management, and consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios grounded in Modern Portfolio Theory and fundamental analysis, and maintains involvement with affiliated pooled investment vehicles and private funds.

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 Series 66 credentialed advisor with 23 years of industry experience. She has worked at Northern Capital Management, Inc. since 2008 and 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 emphasizes a long-term asset-allocation approach using model portfolios and combines fundamental analysis with third-party research and quantitative tools in its discretionary portfolio management and retirement-plan advisory services.

Thomas Binge is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. He serves on the Advisory Board for the Tempe Chamber of Commerce Ambassador Committee. Columbia Advisory Partners provides comprehensive financial planning and investment management to individuals, corporations, 401(k) plans, and private fund investors. The firm constructs diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, and is notable for its involvement with affiliated pooled investment vehicles and private funds.

Emily Paukert is a CFP® professional with four years of industry experience. She has worked at Northern Capital Management, Inc. and its affiliate Northern Capital Retirement Services, Inc. since 2025. Prior to that, she was with Moss Adams Wealth Advisors and Moss Adams LLP from 2016 to 2025. Outside of her advisory roles, she has experience working at Maryhill Winery. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm provides discretionary portfolio management and retirement-plan advisory services, relying on a long-term asset-allocation approach guided by an in-house Investment Committee that integrates third-party research and quantitative tools.

Jay Jensen is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Global View Capital Management and Purshe Kaplan Sterling Investments. Jensen is also president of Jensen Financial, LLC, a private label entity for his securities business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and works through a network of independent advisors who tailor portfolios using various investment vehicles and third-party managers, generally emphasizing a long-term investment approach.

Arealous Earthman is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Nelson Securities since 1992. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors, offering discretionary investment management and consulting for individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm combines fundamental and technical analysis with a variety of strategies, maintaining continuous account monitoring while clients retain trade approval authority.

Mark Coski is a financial advisor with Quantum Financial Planning Services, Inc. in Spokane, WA, holding a Series 63 designation and 37 years of industry experience. Prior to joining Quantum in 2020, he worked at SSN Advisory, Inc. and Securities Service Network, Inc. from 2005 to 2020. Outside of finance, he provides miscellaneous pastoral services, including preaching, weddings, and funerals, on a part-time basis. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm that offers comprehensive financial planning and investment management to individuals, small businesses, pension plans, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation using a blend of active and passive funds in globally diversified portfolios, tailoring plans to clients’ time horizons and risk tolerances.

Steven Larson is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation with 44 years of industry experience. He has been with Richards, Merrill & Peterson, Inc. since 1982. Richards Merrill Wealth Management serves individual and high-net-worth clients, as well as 401(k) plans, trusts, estates, and business entities, managing approximately $514 million in client assets. The firm provides customized Investment Policy Statements and combines various analytical approaches to pursue both long- and short-term investment strategies across a diverse range of securities.

Alec Griffiths is a Series 65 licensed financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, where he has worked since 2017. He has four years of industry experience and previously worked for 24 Taps from 2014 to 2017. Outside of advising, he serves as a business manager at Griffiths, Dreher & Evans, a CPA firm. Griffiths, Dreher & Evans provides discretionary investment management and accounting services to individuals, business owners, trusts, and CPA clients. The firm integrates accounting and advisory services, managing over $232 million in discretionary assets while emphasizing global diversification and asset-class investing.

James Coleman is a PFS™ credentialed advisor with 18 years of industry experience, currently serving at Griffiths, Dreher & Evans, P.S., CPAs since 2005. He is based in Spokane, WA. Outside of his advisory role, he is involved in a CPA firm practice. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management primarily to individuals, business owners, trusts, and CPA clients, alongside accounting, business valuation, and sales advisory services. The firm integrates accounting and investment advisory functions, managing over $232 million in discretionary assets with a focus on asset-class investing, global diversification, and portfolio efficiency.

John Kiepe is a CFA® charterholder and holds a Series 66 license, with five years of experience in the financial industry. He is affiliated with Fellowship Financial Planning, a six-advisor team based in Spokane, WA. Kiepe also operates a tax preparation and consulting business through J & R 2023 LLC and serves as an adjunct professor at Whitworth University, teaching accounting and finance courses. Fellowship Financial Planning provides fiduciary investment management, financial planning, and consulting services to individuals, families, business owners, and various entities. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and biblically responsible investing models, offering discretionary portfolio management and the option to include fee-based annuities.

Marcus Holzschuh is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Alaska Wealth Advisors and Alaska Tire Service, as well as work at the University of Alaska Anchorage. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering investment management, financial planning, retirement and estate planning, and tax consulting. The firm employs a Modern Portfolio Theory approach with diversified allocations and provides discretionary portfolio management alongside an automated risk-tolerance-driven program called Buckets.

Logan Jones is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, holding CFP® and Series 65 credentials with two years of industry experience. His prior work includes roles at Northern Capital Retirement Services, Trans-System Inc., and Eastern Washington University Housing and Residential Life. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm employs a long-term asset-allocation approach driven by an in-house Investment Committee that utilizes model portfolios, third-party research, and documented investment policies.

John Larson is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, with 40 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Richards, Merrill & Peterson, Inc. since 1985. Richards Merrill Wealth Management serves individual and high-net-worth clients, as well as 401(k) and profit-sharing plans, trusts, estates, and business entities, managing approximately $514 million in client assets. The firm offers portfolio management and financial planning, employing a mix of analytical strategies and maintaining tailored Investment Policy Statements for clients.