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.

Alex Foust is a financial advisor with Columbia Advisory Partners, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Columbia Advisory Partners in 2022, he worked in various roles including at Poole's Pub House and Eastern Washington University. Outside of his advisory role, he serves as an insurance producer for Columbia Insurance Partners, where he provides life and health insurance quotes. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm combines modern portfolio theory, asset allocation software, and fundamental analysis to manage portfolios across various asset classes, offering both discretionary and non-discretionary investment management alongside financial planning and consulting services.

Keith Browning is a financial advisor at Columbia Advisory Partners, LLC in Spokane, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Columbia Advisory Partners in 2021, he worked for seven years at Nine Mile Falls School District. Columbia Advisory Partners, LLC is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm offers comprehensive financial planning, investment management, accounting, and business consulting services, employing a modern portfolio theory approach combined with fundamental analysis and managing portfolios on a discretionary basis.

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.

David Browning is a financial advisor at Columbia Advisory Partners, LLC in Spokane, WA, holding a Series 65 designation. He began his advisory career in 2026 after 13 years with the Mead School District. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm provides comprehensive financial planning, investment management, accounting, and business consulting services, utilizing modern portfolio theory and fundamental analysis with diversified portfolios managed on a discretionary basis.

Steven Larsen is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has served as President and Investment Adviser Representative at Columbia Advisory Partners since 2024 and is also CEO of AET Investment Services, LLC. In addition, he is a partner and manager at Steward Alts, LLC, where he actively manages real estate and private credit investments. Columbia Advisory Partners, LLC is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm combines modern portfolio theory and fundamental analysis to manage diversified portfolios and offers a Manager Marketplace of model strategies along with comprehensive financial planning and consulting services.

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 an advisor at Columbia Advisory Partners, LLC with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Columbia Advisory Partners, she worked at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, she worked at Encoder Products Company and was a homemaker for several years. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm provides comprehensive financial planning, investment management, accounting, and business consulting services, employing a modern portfolio theory approach combined with fundamental analysis and offering discretionary portfolio oversight.

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 Bevan is a financial advisor at Columbia Advisory Partners, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Columbia Advisory Partners since 2016. Prior to that, he worked at Northwest Investment Advisors, Inc. Outside of finance, he has coached figure skating at Eagles Ice Arena for over 20 years. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm provides comprehensive financial planning, investment management, and business consulting, utilizing a portfolio approach based on modern portfolio theory and fundamental analysis.

Kimberly Smith is a financial advisor with Columbia Advisory Partners, LLC, holding a Series 65 designation and six years of industry experience. She has served in various roles within Columbia Advisory Partners since 2019 and was previously associated with Columbia Private Markets LLC and AET Investment Services. Outside of her advisory work, she is the owner and CFO of Steward Alts, LLC, a private placement manager for private funds. Columbia Advisory Partners, LLC is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm provides comprehensive financial planning, discretionary and non-discretionary investment management, and consulting services, employing an investment process that combines modern portfolio theory, asset allocation software, and fundamental analysis.