Richard Kennedy is a financial advisor at Demars Financial Group LLC in Spokane Valley, WA. He holds a Series 65 designation and has recently entered the industry. His prior experience includes roles at Flocks and Fields LLC and McGriff Insurance Services, as well as self-employment and positions in education. Demars Financial Group LLC offers discretionary asset management, financial planning, pension consulting, and third-party manager selection for individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs a variety of investment strategies, including fundamental and technical analysis, to construct customized and model portfolios.

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 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.

John Meyer is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at Severin Investments LLC since 2016 and previously spent 16 years at LPL Financial, LLC. In addition to his advisory role, he acts as a trustee for a revocable trust and serves as a direct writing agent for an insurance agency. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm offers discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support, utilizing proprietary model portfolios and an investment policy statement process managed by an internal Investment Committee.

Charles Kienbaum is a financial advisor at Alliant Securities, Inc. Turner, Nord, Kienbaum with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Liberty Mutual and Santander Consumer USA. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-advisor team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, employing a blend of fundamental and technical analysis across various asset classes.

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.