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, with 44 years of industry experience. He holds a Series 66 designation and worked at Richards, Merrill & Peterson, Inc. for 35 years prior to his current role. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for about 1,270 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and financial planning using a documented Investment Policy Statement and provides two advisory programs with discretionary or non-discretionary implementation, employing various investment analysis methods and both long- and short-term trading.

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 19 years of industry experience. He has been with Griffiths, Dreher & Evans, P.S., CPAs since 2005. Griffiths, Dreher & Evans, P.S., CPAs is an SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm combines discretionary investment management with accounting, business valuation, and business-sales advisory services, emphasizing coordinated financial management supported by its CPA background.

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 CFP® and holds a Series 65 license with three years of industry experience. He currently works at Northern Capital Management, Inc., where he has been since 2023. His prior experience includes roles at Trans-System Inc. and Eastern Washington University Housing and Residential Life. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and endowments, as well as retirement plans and participants. The firm’s Investment Committee applies a long-term asset-allocation approach using quantitative third-party tools and primarily implements portfolios with mutual funds and ETFs.

John Larson is a financial advisor with Richards Merrill Wealth Management in Spokane, WA, holding Series 63 and Series 66 licenses and possessing 41 years of industry experience. He worked at Richards, Merrill & Peterson, Inc. for 32 years prior to his current role. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for around 1,270 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management and financial planning, utilizing a variety of investment vehicles and analysis methods with both discretionary and non-discretionary implementation.

John Michael Larson is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Richards Merrill & Peterson Inc in 2022, he worked at Stryker from 2016 to 2022. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for about 1,270 clients, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm offers portfolio management and financial planning with a focus on mutual funds, equities, bonds, ETFs, and other securities, using both discretionary and non-discretionary strategies guided by documented client goals and risk tolerance.

Michael Vickerman Jr. is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ten Capital Wealth Advisors, LLC and Vickerman & Driscoll Financial Advisors, Inc. Vickerman Investment Advisors serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm provides investment management, financial planning, retirement and estate planning, and tax consulting, using a Modern Portfolio Theory approach with diversified allocations across asset classes.

Cameron Scott is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, holding a Series 65 designation and six years of industry experience. He has been with Griffiths, Dreher & Evans since 2017. Outside of advisory work, he previously worked for Five Mile Pizza and Eastern Washington University. Griffiths, Dreher & Evans is an SEC-registered investment adviser and CPA firm serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm provides discretionary investment management alongside accounting, business valuation, and business-sales advisory services, emphasizing coordinated management of clients’ business and personal finances.

Brett Smith is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs in Spokane, WA, holding the PFS™ designation and Series 65 license. He has 15 years of industry experience and has been with the firm since 2006. Outside of his advisory role, he is also a practitioner at the CPA firm Griffiths, Dreher & Evans. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management to individuals, business owners, trusts, and CPA clientele, alongside accounting, business valuation, and business sales advisory services. The firm manages over $232 million in discretionary assets and integrates accounting with investment management, emphasizing asset-class investing, global diversification, and portfolio efficiency primarily through mutual funds and ETFs.

Dylan Bohnert is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, holding a Series 65 license. He has been with Vickerman Investment Advisors since 2023 and brings experience from roles in the golf and automotive industries, as well as from educational institutions including Washington State University and Joel E. Ferris High School. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering investment management, financial planning, and tax consulting. The firm employs a Modern Portfolio Theory approach with diversified allocations and manages approximately $632 million in discretionary assets across a five-advisor team.

Monique Corigliano is a CFP® certificant with 24 years of industry experience, currently serving at Richards Merrill Wealth Management in Spokane, WA. She was previously with Richards Merrill & Peterson Inc for 17 years. Richards Merrill Wealth Management is a team advisory firm managing approximately $643.6 million for around 1,270 clients, including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio management and financial planning services using a disciplined investment approach with a focus on mutual funds, equities, bonds, ETFs, REITs, government securities, and CDs.

Raymond Eichten is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs, holding a Series 65 credential with four years of industry experience. He has worked at Griffiths, Dreher & Evans since 2021 and previously held roles at Leffel, Otis & Warwick, P.S., and Stewart-Longhurst. In addition to his advisory work, he is involved in the firm's CPA practice. Griffiths, Dreher & Evans, P.S., CPAs is an SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, and retired entrepreneurs. The firm provides discretionary investment management alongside accounting, business valuation, and business-sales advisory services, emphasizing coordinated management of business and personal financial affairs.

Spencer Sprague is a CFP® credentialed financial advisor with two years of industry experience currently working at Consilio Wealth Advisors, LLC. His prior roles include positions at Blue Trust and George Fox University. Consilio Wealth Advisors serves individual and high-net-worth clients through comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, and it utilizes technology partnerships to provide estate and tax planning services and consolidated reporting.

John Woodhead Jr. is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Alliant Securities since 2004. Outside of his advisory work, he manages a sole proprietorship dedicated to maintenance-related duties for rental property he owns. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-adviser 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 an investment approach that combines fundamental and technical analysis with continuous portfolio monitoring tailored to client objectives and risk profiles.

Susan Marshall is a financial advisor at Columbia Advisory Partners, LLC with 18 years of industry experience. She holds the PFS™ designation and Series 65 license. Prior to joining Columbia Advisory Partners in 2024, she worked for Griffiths, Dreher & Evans, Ps, CPAs for 29 years. Outside of advising, she is president of a CPA practice and vice president of a residential plumbing business. Columbia Advisory Partners provides comprehensive financial planning, discretionary and non-discretionary investment management, and limited accounting and business consulting to individuals, corporations, 401(k) plans, and private fund investors. The firm manages diversified, model-driven portfolios using Modern Portfolio Theory and fundamental analysis, and also serves as adviser or manager to multiple related private funds.

Ethyn Killinger is a financial advisor with Northern Capital Management, Inc. in Spokane, WA, holding a Series 65 designation and two years of industry experience. He has been with Northern Capital Management since 2024. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and endowments, as well as retirement plans and participants. The firm emphasizes long-term asset allocation and employs a committee-driven investment process using third-party tools, primarily implementing portfolios with mutual funds and ETFs.

Are you a fellow GenXer who feels like you missed the boat on retirement planning? Are you trying to launch your kids, care for your parents and plan for retirement, all while trying to live well today? Are you getting ready to retire from the military or federal service and re-imagine the next phase of your life? I am here to help you stress less about your money and live more. Financial planning is the key to financial security. Financial security is the key to freedom; the freedom to change jobs or launch a new business; the freedom to move to a new neighborhood; the freedom to live life on your terms. I can guide you on your journey to financial freedom, security, and peace. Life doesn’t always go according to plan. As a military spouse, I learned to be adaptable, agile, and tenacious. My own financial journey started when it was suddenly up to me to plan for my family’s financial future while my husband was frequently deployed. Over the past ten years, I have helped countless military service members, law enforcement officers, and a whole lot of GenXers navigate life transitions, career changes, relocations, and retirements. As a Financial Planner, I get to make the world a better place, one family, one person at a time. I am a Certified Financial Planner™ Professional, Chartered Financial Consultant™ and Accredited Financial Counselor®. I started Clear Insight Financial Planning so that I could help more families achieve financial security and freedom. True to my counseling roots, I want to collaborate with you to help you find your path. If you are ready to worry less and live more, schedule a free consultation, call 509-847-4079 or email [email protected].