Matthew Porras is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, with one year of industry experience. Prior to joining Northern Capital Management, he worked at NYLIFE Securities LLC, New York Life Insurance Company, and Washington Trust Bank. Outside of his advisory role, he works as an independent contractor for DoorDash. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and endowments, as well as retirement plans. The firm’s investment approach is guided by an internal Investment Committee that focuses on long-term asset allocation and uses third-party quantitative tools, primarily implementing portfolios with mutual funds and ETFs.

Zachary Lipton is a financial advisor at Fellowship Financial Planning with 10 years of industry experience. He holds a Series 66 designation and previously worked at Financial Advocates Investment Management and VALIC Financial Advisors, Inc. Outside of finance, he serves as a worship leader at Christ Our Hope Bible Church in Spokane, WA. Fellowship Financial Planning provides fiduciary investment management, financial planning, and consulting to individuals, families, business owners, and various entities. The firm incorporates Biblically Responsible Investing and utilizes a blend of quantitative and qualitative analysis in its portfolio management approach.

Laura Hail is a CFP® certificant with 15 years of industry experience. She has worked at Northern Capital Management, Inc. since 2010 and was previously with Northern Capital Retirement Services, Inc. from 2012 to 2026. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and endowments, as well as retirement plans and plan participants. The firm’s investment approach focuses on long-term asset allocation guided by an internal Investment Committee and uses third-party tools such as Fi360 Fiduciary Scores and Morningstar sustainability ratings.

James Wilson is a financial advisor with Northern Capital Management, Inc. in Spokane, WA. He holds the CFP® designation and has 31 years of industry experience, including over three decades at Northern Capital Management and 14 years at Northern Capital Retirement Services. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, endowments, and retirement plans. The firm employs a long-term asset-allocation approach, using third-party quantitative tools and primarily implementing portfolios with mutual funds and ETFs.

Stephanie Bates is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Alliant Securities since 1998. 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 related advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, using a combined fundamental and technical investment approach tailored to client objectives and risk profiles.

Paul Kienbaum is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Alliant Securities since 1988 and is also involved with Skiyalater, LLC. The firm is a six-advisor team managing approximately $300 million for around 700 clients, offering discretionary and non-discretionary portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Their investment approach combines fundamental and technical analysis with ongoing market monitoring, tailoring portfolios to client objectives and risk profiles.

Canada Anderson is a Series 65 licensed advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, bringing seven years of industry experience. He has been with Alliant Securities since 2008. Outside of his advisory role, Anderson is involved in sales for a makeup line called Younique. 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, using a combination of fundamental and technical analysis tailored to client objectives and risk profiles.

Christopher Grasmick is a financial advisor with Vickerman Investment Advisors, Inc., holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2007 to 2021. Grasmick serves as a volunteer member of the Investment Advisory Committee for Eastern Washington University. Vickerman Investment Advisors serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers investment management, financial planning, and tax consulting, using a philosophy based on Modern Portfolio Theory with diversified allocations and discretionary management combined with an automated program called Buckets.

Frederic Lefriec is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, holding a Series 66 designation with 10 years of industry experience. He has been with Richards Merrill & Peterson Inc since 2016. Richards Merrill Wealth Management provides portfolio management and financial planning services to 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 assets. The firm employs a range of investment strategies including charting, fundamental, technical, and cyclical analysis, and offers both broad advisory programs and mutual fund modeled portfolios tailored to client risk tolerance and asset allocation.

Payton Vorpahl is a financial advisor at Vorpahl Wing Advisors, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, Payton held various roles including positions at Millies, Coeur d'Alene Resort, and Northern Arizona University. Vorpahl Wing Wealth Advisors provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm employs a fundamental, value-oriented research process and offers tailored portfolios including growth and conservative fixed-income allocations, with specialized strategies such as the "Patriot Portfolio" focusing on defense-related companies.

Jonathan Davis is a CFP® professional with 12 years of experience in financial advising. He has worked at LPL Financial and Financial Advocates Investment Management before joining Fellowship Financial Planning, where he is part of a seven-advisor team. Fellowship Financial Planning serves individuals, families, business owners, and various entities, offering fiduciary investment management, financial planning, and consulting. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and Biblically Responsible Investing models to manage portfolios with ongoing monitoring and rebalancing.

Ronald Benzel is an advisor at Vorpahl Wing Advisors, Inc. with 50 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Robert Baird & Co., McAdams Wright Ragen, Inc., and Partners Capital Management, Inc. Vorpahl Wing Wealth Advisors provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm uses a fundamental, value-oriented research process to tailor portfolios according to client objectives and risk tolerance.

Eric Blazekovic is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs with six years of industry experience. He holds the PFS™ designation and has been with Griffiths, Dreher & Evans since 2017. Prior to that, he worked at MBD Creations, Inc. and Dollar Tree, and spent five years at Eastern Washington University. Griffiths, Dreher & Evans, P.S., CPAs provides discretionary investment management primarily to individuals, business owners, trusts, and CPA clientele, alongside accounting, business valuation, and sales advisory services. The firm integrates accounting and investment advisory services and emphasizes asset-class investing, global diversification, and portfolio efficiency while managing over $232 million in discretionary assets.

Michelle Warner is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, holding a Series 66 designation with 21 years of industry experience. She has worked at Northern Capital Management since 1997 and also spent 14 years at Northern Capital Retirement Services, Inc. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, endowments, and retirement plans. The firm uses a long-term asset-allocation approach guided by an internal Investment Committee and employs quantitative tools such as Fi360 Fiduciary Scores and Morningstar sustainability ratings, primarily implementing portfolios with mutual funds and ETFs.

Timothy Williams is a financial advisor at Richards Merrill Wealth Management in Spokane, WA. He holds a Series 66 designation and has over 13 years of experience in the financial industry, with prior roles at Washington Trust Bank and Umpqua Bank. 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 with investment options including mutual funds, equities, bonds, ETFs, REITs, government securities, and CDs.

Connor Seedall is a financial advisor with DAI Wealth, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with DAI Wealth and its related entities since 2023 and previously held roles at Arete Wealth Advisors LLC, Arete Wealth Management LLC, and John Galt Wealth Solutions. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including high-net-worth individuals, institutional clients, charitable organizations, and retirement plan sponsors. The firm offers customized investment management and financial planning services through various account models and combines advisor-led strategies with third-party platform solutions.

Laurie Silva is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, with seven years of industry experience. She holds a Series 65 designation and previously worked at Mercer for 17 years and spent time at Red Lion Hotels. Silva has been with Northern Capital Management and Northern Capital Retirement Services since 2019. 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 approach is guided by a committee that emphasizes long-term asset allocation using quantitative tools and primarily utilizes mutual funds and ETFs.

Ryan Heacock is a financial advisor with Fellowship Financial Planning, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, Financial Management, Inc., LPL Financial, and Foresters Financial. Fellowship Financial Planning serves individuals, families, business owners, and various entities by providing fiduciary investment management, financial planning, and ongoing consulting. The firm’s investment approach integrates quantitative and qualitative analysis, modern portfolio theory, and offers Biblically Responsible Investing models with portfolio construction, monitoring, and rebalancing.

Gregory Kelly is a Series 65-licensed advisor with Griffiths, Dreher & Evans, P.S., CPAs in Spokane, WA, where he has worked for nine years. He has eight years of industry experience and previously worked at Davis Transport Inc. Kelly is also a practitioner at the firm’s CPA practice. Griffiths, Dreher & Evans, P.S., CPAs 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, focusing on coordinated management of business and personal financial affairs.

Jeffrey Newton is a financial advisor at Alliant Securities, Inc. Turner, Nord, Kienbaum with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Alliant Securities since 2009. 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 a combined fundamental and technical investment approach tailored to client objectives and risk profiles.