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.

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.

Terry Szilasi is a financial advisor at Forthright Capital with six years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management, utilizing model portfolios and outside managers as appropriate, with client portfolios tailored to individual investment policy statements.

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.

Amanda Sullivan is a CFP® professional with five years of industry experience, currently serving at Quantum Financial Planning Services, Inc. in Spokane, WA. She has been with the firm, which operates as a team of 15 advisors, since 2012. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm providing comprehensive financial planning and investment management to individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation approach with globally diversified portfolios, focusing on aligning investments with clients’ time horizons and risk tolerances.

Ethyn Killinger is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Northern Capital Management and its affiliated Northern Capital Retirement Services, he has worked intermittently at Mead High School. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm emphasizes a long-term asset-allocation approach guided by an in-house Investment Committee, combining mutual funds, ETFs, and fundamental security analysis.

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].

Matthew Porras is a financial advisor at Northern Capital Management, Inc. in Spokane, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Northern Capital Management and Northern Capital Retirement Services in 2025, he worked at NYLIFE Securities LLC, New York Life Insurance Company, and Washington Trust Bank. Outside of his advisory role, he works occasionally as an independent contractor for DoorDash. Northern Capital Management serves individual and family clients, high-net-worth individuals, organizations, and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, rollover assistance, and retirement-plan advisory services. The firm’s investment decisions are guided by an in-house Investment Committee using model portfolios and a long-term asset allocation approach that combines mutual funds, ETFs, and fundamental analysis.

Zachary Lipton is a financial advisor at Fellowship Financial Planning with nine years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management and VALIC Financial Advisors, Inc. Outside of his financial career, he serves as a worship leader at Christ Our Hope Bible Church. 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 includes Biblically Responsible Investing models, discretionary portfolio management, and the use of fee-based annuities when appropriate.

Laura Hail is a CFP® and holds a Series 66 license, with 14 years of industry experience. She has worked with Northern Capital Management, Inc. since 2010 and its affiliate Northern Capital Retirement Services, Inc. since 2012. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm uses an Investment Committee to guide discretionary portfolio management and retirement-plan advisory services with a long-term asset allocation focus, incorporating third-party research and a combination of mutual funds, ETFs, and fundamental analysis.

James Wilson is a CFP® with 30 years of experience and has worked at Northern Capital Management, Inc. since 1992. He has also been associated with Northern Capital Retirement Services, Inc. since 2012. Outside of his advisory role, he is a partner and voting shareholder in a commercial property ownership and rental business. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans. The firm uses a long-term asset-allocation approach guided by an in-house Investment Committee and combines fundamental analysis with third-party research and quantitative tools to manage portfolios and retirement-plan advisory services.

Tyson Para is a financial advisor at Columbia Advisory Partners, LLC and holds the Series 65 designation. He has one year of industry experience and previously worked at Energy Northwest for 12 years. Columbia Advisory Partners provides financial planning, investment management, and limited accounting and business consulting to individuals, corporations, 401(k) plans, and private fund investors. The firm employs diversified, model-driven portfolios using Modern Portfolio Theory and fundamental analysis, and offers access to third-party actively managed models alongside discretionary portfolio management and financial planning.

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.