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 24 years of industry experience, currently serving at Northern Capital Management, Inc. since 2003 and Northern Capital Retirement Services, Inc. since 2012. He holds leadership roles in several aviation-related businesses and is president of a private family foundation. Northern Capital Management serves individual and family clients, including high-net-worth individuals, as well as organizations and employer-sponsored retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on long-term asset allocation and fiduciary oversight.

Mark Calkins is a financial advisor at Richards Merrill Wealth Management in Spokane, WA, with 11 years of industry experience. He holds the Series 66 designation and has been with Richards Merrill & Peterson since 2014. Richards Merrill Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, as well as retirement plans, trusts, estates, and business entities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and offers tailored investment programs documented through Investment Policy Statements.

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.

Brian Wagnon is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Facet since 2020. Prior to joining Facet, he worked at Hart Capital Management from 2016 to 2020. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm uses a holistic Total Financial Life Resources framework and discretionary asset-allocation programs primarily composed of ETFs, with a fee structure based on fixed subscription fees rather than percentage-of-AUM investment fees.

Sharon Herbst is a financial advisor with TCFG Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with TCFG since 2017 and previously worked at Calton & Associates, Inc. from 2016 to 2017. Herbst also manages her own advisory business, Herbst Wealth Management. TCFG Investment Advisors provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm employs a variety of investment strategies and offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Leanne Smith is a financial advisor at Private Client Services, LLC with 19 years of industry experience. She holds the Series 66 designation and has worked at Private Client Services since 2020, following prior roles at Columbia Advisory Partners LLC and Ascend Financials LLC. Outside of her advisory role, she provides consulting and education to small business owners to help optimize cash flow and profit. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process with risk profiling and tailored platform selection, offering a mix of advisory and brokerage services across multiple investment 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.