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.

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.

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.

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.

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 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.