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 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.

Kyle Knigge is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Columbia Advisory Partners, LLC since 2018. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, Meridian Capital Management, Ten Capital Wealth Advisors, and ICM Asset Management. Outside of advising, he owns a rental property in Spokane, WA. Columbia Advisory Partners provides comprehensive financial planning and investment management services to individuals, corporations, and private fund investors, utilizing diversified, model-driven portfolios based on Modern Portfolio Theory and fundamental analysis. The firm also manages affiliated private funds and offers both discretionary portfolio management and ongoing financial planning.

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.

Jeremy Russell is a Series 66-licensed financial advisor with Columbia Advisory Partners, LLC, where he has worked for 10 years. He has 11 years of industry experience, including a prior role at Deer Park School District. In addition to his advisory work, he owns Steward ALTS, LLC, a private placement manager for private funds, and Snap FP, LLC, which develops financial planning software. Columbia Advisory Partners provides 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 based on Modern Portfolio Theory and fundamental analysis, and it also manages affiliated private funds including a Private Credit Fund with a direct-lending program.

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.

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.

Todd Evans is a financial advisor with Griffiths, Dreher & Evans, P.S., CPAs, holding the PFS™ designation and Series 65 license. He has 19 years of industry experience and has worked at Griffiths, Dreher & Evans since 1997. 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 combines accounting and discretionary investment management, employing fundamental security analysis and asset-class investing principles to structure portfolios primarily with mutual funds and ETFs.

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.

Deanna Dreher is a financial advisor at Griffiths, Dreher & Evans, P.S., CPAs, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. She has worked at Griffiths, Dreher & Evans since 1999. Outside of her advisory role, she is involved in property management through ownership of APEX Property Management. 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, utilizing fundamental security analysis and asset-class investing principles primarily through mutual funds and ETFs.

Matthew Guzman is a financial advisor at New Millennium Group with Series 65 and Series 63 licenses and 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. New Millennium Group serves individual clients, retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a multi-level investment process focusing on asset allocation, security selection, and client risk constraints, utilizing tools such as Riskalyze to tailor portfolio strategies.

Jon Greene is a financial advisor at Fellowship Financial Planning with 48 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Financial Advocates Investment Management and VALIC Financial Advisors. Fellowship Financial Planning serves individuals, families, business owners, and various entities, providing fiduciary investment management, financial planning, and ongoing consulting. The firm’s investment approach integrates quantitative and qualitative analysis, modern portfolio theory, and Biblically Responsible Investing models, offering clients customizable portfolio management and standalone financial planning services.

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 has been with Richards Merrill & Peterson since 2014. Richards Merrill Wealth Management manages approximately $643.6 million for about 1,270 clients, serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and financial planning through two advisory programs, employing various investment analysis methods and both long- and short-term trading.

Timothy Kadlec is a financial advisor at CS Planning Corp with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including VOYA Financial Advisors and PlanMember Securities Corporation. Kadlec operates several investment and insurance-related business activities in Spokane, WA. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to individuals, businesses, retirement plans, and other organizations. The firm uses a multi-advisor model to construct globally diversified portfolios tailored to clients’ risk tolerance and goals, managing accounts on an ongoing and often discretionary basis.

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 and holds Series 66 and Series 63 licenses. He has 11 years of industry experience and has worked at Financial Alternatives, PlanMember Securities Corporation, and Foresters Advisory Services. He also operates a self-employed practice focused on insurance sales and investment services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model to provide portfolio management and financial planning, using a systematic, diversified investment approach tailored to client risk tolerance and goals.