Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
Tyson P
Series 65
Spokane, WA
Columbia Advisory Partners, LLC
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 B
Series 63, Series 66
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
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 K
Series 63, Series 66
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
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 A
Series 65
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
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.
Frederic L
Series 66
Spokane, WA
Richards Merrill Wealth Management
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 V
Series 65
Spokane, WA
Vorpahl Wing Advisors, Inc.
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 D
CFP®, Series 66
Spokane, WA
Fellowship Financial Planning
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 B
Series 63, Series 65
Spokane, WA
Vorpahl Wing Advisors, Inc.
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 B
PFS™
Spokane, WA
Griffiths, Dreher & Evans, P.S., CPAs
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.
Tyson B
Series 63, Series 66
Spokane, WA
Columbia Advisory Partners, LLC
Tyson Blake is a financial advisor with Columbia Advisory Partners, LLC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. His prior roles include positions at CAP Northwest, Pruco Securities, The Prudential Insurance Company of America, and several other firms. He is also an independent insurance agent specializing in life insurance, fixed annuities, and long-term care insurance. 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 with a focus on ETFs, mutual funds, equities, and fixed income, alongside involvement with affiliated private funds and pooled investment vehicles.
Timothy W
Series 66
Spokane, WA
Richards Merrill Wealth Management
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 S
Series 66
Liberty Lake, WA
DAI Wealth, LLC
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.
Kyle K
CFA®, Series 63
Spokane, WA
Columbia Advisory Partners, LLC
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 H
Series 63, Series 65
Spokane, WA
Fellowship 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 R
Series 66
Spokane, WA
Columbia Advisory Partners, LLC
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 K
Series 65
Spokane, WA
Griffiths, Dreher & Evans, P.S., CPAs
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 N
Series 63, Series 65
Liberty Lake, WA
Alliant Securities, Inc. Turner, Nord, Kienbaum
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.
Kerry W
Series 65
Spokane, WA
Quantum Financial Planning Services, Inc.
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 R
Series 63, Series 65
Spokane, WA
IBN Financial Services, Inc.
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 E
PFS™, Series 65
Spokane, WA
Griffiths, Dreher & Evans, P.S., CPAs
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide