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.

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 industry experience. He currently works at Fellowship Financial Planning and has previously been affiliated with Financial Advocates Investment Management and LPL Financial. Fellowship Financial Planning serves individuals, families, business owners, and various entities including trusts, estates, and charitable organizations through fiduciary investment management, financial planning, and consulting. The firm employs a combination of quantitative and qualitative analysis with Biblically Responsible Investing (BRI) models, offering discretionary portfolio management and fee-based annuities when appropriate.

Ronald Benzel is a financial advisor with Vorpahl Wing Securities, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Robert W. Baird & Co. Incorporated since 2014. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations, offering portfolios that include equities, ETFs, bonds, mutual funds, and certificates of deposit. The firm uses a fundamental, value-oriented research process and manages accounts on a discretionary basis with continuous investment advice.

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 Series 66-licensed financial advisor with Northern Capital Management, Inc. in Spokane, WA. She has 21 years of industry experience and has worked with Northern Capital Management since 1997 and Northern Capital Retirement Services 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 a long-term asset-allocation approach guided by an in-house Investment Committee, employing model portfolios and fundamental analysis combined with third-party research and sustainability ratings.

Tyson Blake is a financial advisor with Columbia Advisory Partners, LLC, holding Series 66 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include positions at Pruco Securities, LLC and The Prudential Insurance Company of America. In addition to his advisory work, he operates as an independent insurance agent, focusing primarily on life insurance, fixed annuities, and long-term care insurance. Columbia Advisory Partners provides financial planning, investment management, and business consulting services to individuals, corporations, and funds. The firm emphasizes diversified, model-driven portfolios using ETFs, mutual funds, equities, and fixed income, and also manages several affiliated private funds.

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.

Laurie Silva is a Series 65-licensed advisor with Northern Capital Management, Inc. in Spokane, WA, bringing six years of industry experience. Her prior work includes a 17-year tenure at Mercer and roles at Northern Capital Retirement Services and Red Lion Hotels. 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 driven by an in-house Investment Committee that employs model portfolios, fundamental analysis, and third-party research to manage portfolios and retirement plan advisory services.

Kyle Knigge is a CFA® charterholder and holds a Series 63 license with 19 years of industry experience. He has worked at Columbia Advisory Partners, LLC since 2018 and previously was employed by The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns a rental property in Spokane, Washington. Columbia Advisory Partners, LLC offers 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.