Jeremy Russell is a financial advisor at Columbia Advisory Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at Columbia Advisory Partners since 2016, with prior experience at Waddell & Reed and the Deer Park School District. Outside of his advisor role, he owns Steward Alts, LLC, a private placement manager, and SNAP FP, LLC, a developer of financial planning software. Columbia Advisory Partners 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, as well as accounting and business consulting services, with an investment approach that integrates modern portfolio theory, fundamental analysis, and direct involvement in private funds.

Kerry White is a financial advisor at Quantum Financial Planning Services, Inc. in Spokane, WA, holding a Series 65 designation with two years of industry experience. Prior to joining Quantum in 2022, he worked at Umpqua Bank for 16 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management through strategic asset allocation using both active and passive funds in globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Daniel Ripley is a financial advisor with IBN Financial Services, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at IBN Financial Services since 2017 and previously spent time with National Asset Management and National Securities Corporation. Outside of his advisory role, he also sells traditional life and health insurance on a limited basis. IBN Financial Services, Inc. is a registered investment adviser with a team of 14 advisors serving nearly 500 client relationships, including individuals, high-net-worth clients, and various institutional entities. The firm employs a variety of analytical methods and portfolio strategies using a mix of proprietary and third-party managers to deliver financial planning, asset management, and consulting services.

Thomas Kendall is a financial advisor at Richards Merrill Wealth Management with 26 years of industry experience. He holds a Series 66 designation and has been associated with Rock City Grill since 1998. 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 a focus on mutual funds, equities, bonds, ETFs, REITs, government securities, and CDs.

Matthew Guzman is an advisor at New Millennium Group in Spokane, WA, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining New Millennium Group, he worked at NYLIFE Securities LLC, New York Life Insurance Company, and eHealth Insurance, among other roles. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, and estates and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process focusing on asset allocation, security selection, and client risk constraints, offering discretionary and non-discretionary management alongside financial planning and retirement-plan advisory services.

Jon Greene is a financial advisor with Fellowship Financial Planning in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. His career includes 40 years at Valic Financial Advisors and a two-year tenure at Financial Advocates Investment Management before joining Fellowship Financial Planning. Fellowship Financial Planning serves individuals, families, business owners, and various entities by providing fiduciary investment management, financial planning, and consulting. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and offers Biblically Responsible Investing models alongside discretionary portfolio management.

Marshall Williams is a financial advisor at Fellowship Financial Planning with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Advocates Investment Management, Financial Management, Inc., LPL Financial, LLC, and Foresters Financial Services. Outside of his advisory work, he serves as a varsity assistant football coach at Lakeland High School. Fellowship Financial Planning serves individuals, families, business owners, and various entities by providing fiduciary investment management, financial planning, and consulting. The firm employs a combination of quantitative and qualitative analysis, modern portfolio theory, and offers Biblically Responsible Investing models alongside discretionary portfolio management.

David Holloway is a CFP® with 25 years of experience in the financial industry. He is a team advisor at Northern Capital Management, Inc. in Spokane, WA, where he has worked since 2003. Prior to that, he was with LPL Financial for two years. Outside of advisory work, he holds leadership roles in several aviation-related businesses and serves as President and Director of a private family foundation. Northern Capital Management provides investment management and financial planning services to individuals, families, corporations, foundations, and retirement plans. The firm utilizes a long-term, asset-allocation approach guided by an internal Investment Committee that employs quantitative tools and primarily invests in mutual funds and ETFs.

Mark Calkins is a financial advisor at Richards Merrill Wealth Management with 12 years of industry experience. He holds the Series 66 designation and worked at Richards Merrill & Peterson from 2014 to 2017. Richards Merrill Wealth Management is a team advisory firm managing approximately $644 million for around 1,270 clients, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and financial planning with a disciplined investment process that incorporates various analytical methods and multiple advisory program options.

Timothy Kadlec is a financial advisor with CS Planning Corp and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at VOYA Financial Advisors and Voya Financial Partners, LLC. Kadlec has operated as a self-employed advisor since 2014 and is also involved with Financial Alternatives of Spokane, LLC and Financial Alternatives, LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance using systematic strategies and ongoing monitoring.

Christine Corkrum is a financial advisor at Vorpahl Wing Securities, Inc. with three years of industry experience. She holds a Series 66 designation and is based in Spokane, WA. Outside of her advisory role, she is part owner of a rental property in Spokane, which she maintains personally. Vorpahl Wing Securities provides discretionary investment supervisory management to individuals, trusts, estates, corporations, and similar organizations. The firm employs a fundamental, value-oriented research approach and offers portfolios ranging from growth and conservative-growth allocations to fixed-income strategies and a defense-industry focused “Patriot Portfolio.”

Ryan Jordan is a financial advisor with CS Planning Corp in Spokane, WA, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has worked at several firms, including Financial Alternatives and PlanMember Securities Corporation, and has maintained a self-employed practice since 2015. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base that includes individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model, constructing diversified portfolios tailored to client risk tolerance and goals, with ongoing monitoring often conducted on a discretionary basis.

Brian Wagnon is a CFP® certificant with 12 years of experience in financial advising. He currently works at Facet, where he has been employed since 2020. His prior experience includes roles at Hart Capital Management, Cetera, and Merrill. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a wide range of households through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on ETFs and employs technology-driven processes, including machine-learning algorithms, to deliver tax-optimized portfolio management and comprehensive financial planning services without charging percentage-of-assets fees.

Leanne Smith is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and over 20 years of industry experience. She previously worked with Columbia Advisory Partners LLC and Ascend Financials LLC. Outside of her advisory role, she provides consulting and education to small business owners focused on optimizing cash flow and profit. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process emphasizing risk profiling and tailored platform selection, offering a mix of advisory and brokerage services through multiple platforms.

Abby Butz is a Series 65-licensed financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, where she has worked since 2016 and serves as a Principal of the parent firm, CliftonLarsonAllen LLP. She has eight years of industry experience and is based in Spokane, WA. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities and offers integrated multidisciplinary planning through its parent company.

Lewis Sisich is a financial advisor at CreativeOne Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at ChangePath, LLC, Washington Investment, Partnervest Advisory Services, LLC, and Nelson Securities, Inc. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm employs a combination of proprietary model portfolios and third-party managers, utilizing methods such as modern portfolio theory and quantitative analysis across a variety of investment vehicles.

Melissa Holling is a financial advisor at Davidson Investment Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Davidson since 2009. Outside of her advisory role, she serves as interim mayor on the City Council for the Town of Spangle, Washington. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a combination of fundamental, quantitative, and qualitative analysis to manage multi-cap equity, fixed income, and municipal strategies, emphasizing active, long-term management and tax-aware services.

Brian De Vries is a financial advisor at AlphaStar Capital Management with a Series 66 designation and one year of industry experience. He has worked at AlphaStar Capital Management, Oakwood Capital Securities, Black Sand Investments, DeVries Financial Inc., and Code Financial Services. Prior to his financial career, he worked six years at Acceleration Physical Therapy. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies through model portfolios and advisor-directed approaches, managing approximately $2.5 billion in assets with over 8,400 client relationships.

Dominic O’donovan is a financial advisor at Merit Financial Advisors in Spokane, WA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, T. Rowe Price Investment Services, Wells Fargo Asset Management, BlackRock Fund Advisors, Morgan Stanley, and Citigroup Global Markets. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through a combination of centrally managed portfolios, third-party managers, and customizable models, supported by an internal investment team and committee.

Ronald Kincaid is a financial advisor with CreativeOne Wealth, LLC in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with CreativeOne Wealth since 2019 and previously with Ten Capital Investment Advisors and THE O.N. Equity Sales Company. Since 1995, he has also operated Viable Ventures, Inc., where he serves as president and engages in insurance sales and life settlements. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and private investments.