Robert Anderberg is a financial advisor at Plancorp, LLC with six years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Plancorp, Anderberg worked at Murray Street Capital Advisors, Magellan Federal, and F5 Financial Planning, among other firms. Outside of his advisory role, he serves as secretary for Gethsemane Lutheran Church and provides financial counseling to Armed Service Members through Magellan Federal. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm’s investment process uses Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management along with in-house tax preparation and third-party manager due diligence.

Jason Fox is a financial advisor with Prosperity Capital Advisors in Spokane Valley, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Prosperity Capital Advisors, he worked at Jericho Junction for five years and Maple Leaf Foreign Language School for eight years. In addition to his advisory role, Mr. Fox is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, and alternative solutions, and offers a range of non-advisory services and intermediary roles.

Thomas Kerfoot is a financial advisor with The AmeriFlex Group, holding CFP® and ChFC® designations and over 16 years of industry experience. His prior roles include founding Kerfoot Wealth Management and working at Northwestern Mutual Investment Management. He also conducts insurance sales under Kerfoot Financial Services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting solutions, utilizing model asset allocations and various manager relationships to meet client needs.

Jacob Richards is a financial advisor with Sequent Planning, LLC in Coeur d'Alene, ID, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and The Retirement Solution. Sequent Planning, LLC serves individuals—including high-net-worth clients—retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement plan services through a multi-team structure that employs diversified investment models and tax-aware strategies.

Kevin Glynn is a financial advisor at Northwest Asset Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwest Asset Management since 2018. Glynn also has experience with Merriman Wealth Management. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory in its investment approach, offering customized investment management, retirement and financial planning, consulting, tax preparation, and back-office services.

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 financial advisor at Eversource Wealth Advisors, LLC with two years of industry experience. Prior to joining Eversource, he worked at Grady Financial Network and Pierce Lane Partners, and spent 13 years at TriMet. He owns Strahorn Consulting LLC, a small business consulting firm, and is a licensed insurance agent. Beginning in August 2025, Tyler will deliver financial presentations to employees of Costco and other companies in the Pacific Northwest through My Secure Advantage. Eversource Wealth Advisors serves a broad range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, using multiple investment programs and a comprehensive investor profiling process.

Salvador Martinez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for 13 years and has been affiliated with LPL Financial for 14 years. Martinez operates Martinez Financial Group and the Sal Martinez Insurance Agency as additional business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with selecting portfolio managers and model portfolios from recognized strategists.

Cortino Garcia is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 credential and previously worked at Independent Financial Group, LLC. Outside of his advisory role, Garcia serves as treasurer for the Southwest Idaho Cycling Association and coaches endurance sport athletes through his own business, Citius Sport, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental and technical analysis, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as president and owner of Falcon Investments and Insurance, Inc., a firm he founded in 1996. His work history includes roles with the Washington Air National Guard and the U.S. Air Force Reserve Personnel Center. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options and leverages multiple program platforms and third-party technology to deliver customized investment solutions.

Jody Nunez is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Ameritas Advisory Services, LLC and Ameritas Investment Corp among other firms. Outside of advising, he serves as president of American Capital Tactics, a non-investment related business, and teaches workshops for business owners and executives through the Business Strategy Institute. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services utilizing both discretionary and non-discretionary arrangements.

Andreas Johnson is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with Creative Planning since 2015 and is based in Coeur d'Alene, ID. Outside of his advisory role, he is an LLC member and CFO of Fired Up Products, a company that creates and sells fire starter products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, as well as institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and specialized retirement plan services.

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.

Lawrence Lee is a CFP® with 37 years of industry experience, currently serving at Centaurus Financial, Inc. since 2022. Prior to this, he worked for over 16 years at Kalos Management Inc. and Kalos Capital, Inc., and has operated Lee Financial Services since 1986, where he provides tax preparation, payroll services, and insurance product sales. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental and technical analysis, with options for discretionary and non-discretionary management.

Christine Schader is a financial advisor with Eagle Strategies (New York Life) based in Coeur d'Alene, Idaho. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Christine is also the owner of SoulTuned LLC, where she works as a life and happiness inspirational speaker, coach, and author of *The Happiness Connection*. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

Brent Wise is a Series 65-licensed financial advisor with Ameritas Advisory Services, LLC, based in Spokane Valley, WA. He has one year of industry experience and currently owns Wise Choice Planning, LLC, where he provides financial planning services. He also serves as a consultant for Spokane Valley Performing Arts (SVPAC). Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

John Adams is a financial advisor with Centaurus Financial, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, all with Centaurus Financial since 2000. Adams is also the founder and managing partner of Alpha III Taxguard, where he works on tax mitigation strategies involving highly appreciated assets. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs both discretionary and non-discretionary management strategies.