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.

Alex Foust is a financial advisor at Columbia Advisory Partners, LLC with two years of industry experience. He holds a Series 65 designation and previously worked in roles outside the financial sector, including at Poole's Pub House and Eastern Washington University. Additionally, he has experience as a life and health insurance producer. Columbia Advisory Partners provides comprehensive financial planning, investment management, and limited accounting and business consulting services to individuals, corporations, retirement plans, and private fund investors. The firm employs model-driven, diversified portfolios and offers both discretionary management and access to third-party actively managed models, while maintaining direct involvement with affiliated private funds.

Keith Browning is a financial advisor at Columbia Advisory Partners, LLC with five years of industry experience. He holds the Series 65 designation and joined Columbia Advisory Partners in 2021 after seven years with the Nine Mile Falls School District in Spokane, WA. Columbia Advisory Partners provides comprehensive financial planning, discretionary and non-discretionary investment management, and limited accounting and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm manages diversified, model-driven portfolios using ETFs, mutual funds, individual equities, and fixed income, incorporating Modern Portfolio Theory and fundamental analysis as core methods.

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.

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.

David Browning is a financial advisor at Columbia Advisory Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Columbia Advisory Partners, he worked for 13 years at the Mead School District. 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 uses diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis, and it manages both discretionary portfolios and collaborative active management solutions.

Steven Larsen is President of Columbia Advisory Partners, LLC, where he has worked for 21 years. He holds Series 66 and Series 63 credentials and has 21 years of industry experience. Larsen also serves as CEO of AET Investment Services, LLC and is a partner and manager at Steward Alts, LLC, where he manages real estate and private credit deals. Columbia Advisory Partners provides comprehensive financial planning and investment management services 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 maintains direct involvement with affiliated and sponsored private funds, including a Private Credit Fund.

Robert Nelson Jr. is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Nelson Securities, Inc. since 1992. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients through a team of nine advisors. The firm provides discretionary investment management and consulting services to a diverse client base including individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. Their investment approach combines fundamental and technical analysis with a range of strategies tailored to client profiles and monitored continuously.

Soracha Haley is a financial advisor at Columbia Advisory Partners, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Prior to her financial advisory career, she worked at Encoder Products Company and spent several years as a homemaker. 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 employs diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, with a focus on Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds including a Private Credit Fund.

Monique Corigliano is a CFP® with 24 years of industry experience, currently serving at Richards Merrill Wealth Management since 2000. She holds a Series 63 license and is based in Spokane, WA. Richards Merrill Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm uses a blend of charting, fundamental, technical, and cyclical analysis to support both long- and short-term trading strategies across various asset classes and offers tailored financial plans and ongoing supervisory services.

John Bevan is a financial advisor at Columbia Advisory Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Columbia Advisory Partners since 2016. Prior to that, he was with Northwest Investment Advisors, Inc. Outside of his advisory role, Bevan is a figure skating coach at Eagles Ice Arena. Columbia Advisory Partners provides comprehensive financial planning, investment management, and business consulting services to individuals, corporations, 401(k) plans, and private fund investors. The firm uses diversified, model-driven portfolios focused on ETFs, mutual funds, equities, and fixed income, applying Modern Portfolio Theory and fundamental analysis.

Kimberly Smith is a Series 65-licensed financial advisor with six years of industry experience, currently with Columbia Advisory Partners, LLC in Spokane, WA. She has previously worked at Columbia Private Markets LLC and AET Investment Services. Outside of her advisory role, she is the owner and CFO of Steward Alts, LLC, a private placement manager for private funds. Columbia Advisory Partners serves individuals, corporations, 401(k) plans, and private fund investors with comprehensive financial planning, investment management, and consulting services. The firm employs a model-driven investment approach incorporating ETFs, mutual funds, equities, and fixed income, and is notable for its involvement with affiliated and sponsored private funds.

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.

David Vose is a financial advisor at Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Nelson Securities since 1992. Nelson Securities, Inc. manages approximately $272 million for about 2,016 clients through a team of nine advisors. The firm offers discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations using a combination of fundamental and technical analysis with a variety of investment strategies.

Kenneth Thiefault III is a financial advisor at Columbia Advisory Partners, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory role, he runs a hockey coaching business where he gives lessons and conducts practices. Columbia Advisory Partners provides financial planning, investment management, and business consulting services 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 maintains involvement with affiliated private funds including a Private Credit Fund.

Jeffery Miller is a financial advisor with Nelson Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses. He has 35 years of industry experience, including 34 years with Nelson Securities. Nelson Securities, Inc. manages approximately $272 million for over 2,000 clients and offers discretionary investment management and consulting services to individuals, families, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm utilizes a combination of fundamental and technical analysis with a variety of investment strategies tailored to client profiles and Investment Policy Statements.