Roger Waller is a financial advisor with American Independent Securities Group, LLC, based in Spokane, WA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining American Independent Securities Group in 2019, he worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. from 2016 to 2018. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base that includes individual investors, pension plans, charitable organizations, and corporations. The firm emphasizes tailored recommendations and manages accounts through an open architecture platform using a range of investment strategies, offering both discretionary and non-discretionary management options.

Liam Pearson Gamble is a financial advisor at Merit Financial Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northern Capital Retirement Services, TD Ameritrade, and GovX. He currently serves clients out of Spokane, WA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm uses a long-term, diversified asset allocation strategy managed through standardized model portfolios and customized sleeves, supported by both internal and third-party managers.

Timothy Laughlin is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at several firms, including JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, TD Ameritrade Investment Management, LLC, and MassMutual. Laughlin has been with CliftonLarsonAllen Wealth Advisors since 2020. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, including high-net-worth clients, corporate and institutional clients, and qualified retirement plans. The firm employs a strategic asset allocation approach with model portfolios overseen by an Investment Committee and integrates multidisciplinary planning through its affiliation with CliftonLarsonAllen LLP.

David Chapman is a CFP® professional affiliated with Prospera Financial Services, Inc. He has 20 years of experience in the financial industry, including positions at Bank of America and Merrill. He currently serves as trustee of a family trust. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing over $14 billion in assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Cassandra Camerer is a Series 65 licensed financial advisor with nine years of industry experience. She is affiliated with Creativeone Wealth, LLC and has held roles at ChangePath, LLC and Ten Capital Wealth Advisors, LLC. Outside of advising, she is a co-owner of an Amway independent business focusing on health, beauty, and home care products. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to manage client portfolios.

Spencer Shelman is a CFA® charterholder with 16 years of industry experience. He currently serves as an advisor at Advisory Solutions Group and previously worked for Palouse Capital Management, Inc. for 11 years. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with asset allocation, model implementation, and account administration.

Richard Biel is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining his current firm in 2019. Outside of his advisory role, Biel is involved in fixed insurance sales as a general agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases, with compliance oversight and multiple implementation pathways.

Lisa Mitrovich is a financial advisor with The Wealth Consulting Group in Spokane, WA. She holds the Series 66 designation and has six years of industry experience. She has worked with WCG Wealth Advisors, LLC and LPL Financial since 2014. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers services through various custodial platforms and sponsored programs, with additional integration of legal-service pathways and sub-advisory support.

Daniel Rhoades is an investment adviser representative with Principal Advised Services in Spokane, WA, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at various Principal entities since 2010, including Principal Life Insurance Company, Principal Financial Services, and Principal Bank. In addition to his advisory role, he serves as a retirement consultant, providing one-on-one investment advice to retirement plan participants. Principal Advised Services offers investment advice and related services primarily to retirement plan participants and retail IRA clients, combining third-party tools like Morningstar with proprietary models and discretionary investment management. The firm is part of the Principal Financial Group family, providing integrated access to affiliated products and services.

Matthew Barton is a financial advisor at MissionSquare Retirement with 21 years of industry experience. He holds the Series 63 and Series 65 designations. His previous roles include positions at Fisher Investments, WealthFactor, LLC, and Farther Finance Advisors, LLC. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

William Moon II is a CFA® charterholder and holds Series 65 and Series 63 licenses with 11 years of industry experience. He has worked at Davidson Investment Advisors, Inc. since 2020, following roles at D.A. Davidson & Co. and Hart Capital Management, Inc. Outside of finance, he owns Crepe Cafe Sisters LLC and works as a collegiate sports commentator for KHQ Television Group and Gonzaga University baseball games. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, offering equity, taxable fixed income, and municipal fixed income strategies. The firm emphasizes active, long-term management with a centralized investment team and provides tax-related services alongside model portfolios and sub-advisory support.

Cassandra Frederiksen is a financial advisor at Merit Financial Advisors in Spokane, WA, holding Series 66 and Series 63 licenses with 11 years of industry experience. She previously worked at LPL Financial, Mariner Independent Advisor Network, and Purshe Kaplan Sterling Investments. In addition to her advisory role, Frederiksen is a commissioned agent for fixed insurance products and serves as a notary public in Washington. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation managed through centralized “sleeves” and model portfolios, supported by an internal investment team and committee, and offers customized solutions through a network of investment adviser representatives.

Scott Kine is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at The O.N. Equity Sales Company, Integra Financial Services, Ohio National Financial Services, Integrated Business Network, and Princor Financial Services Corporation. Outside of his advisory work, he serves as an assistant coach for the Shadle Park High School varsity fast pitch team. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs through various third-party platforms.

Michael Smalley is a CFP® professional with 16 years of experience in the financial services industry. He currently works at Merit Financial Advisors and previously held positions at PKS Investments, LPL Financial LLC, Mariner Independent Advisor Network, Viren and Associates, and Charles Schwab. 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 managed through a combination of centrally managed model portfolios, third-party managers, and customizations by investment adviser representatives.

Paul Viren is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes roles at LPL Financial Corporation, Strategic Wealth Advisors Group, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is an artist who creates and exhibits pens in local galleries, co-authoring a book aimed at educating financial advisors and investors, and serves as chairperson for the Endowment Committee at Whitworth Presbyterian Church. Merit Financial Group is a multi-team advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy with oversight from an internal investment team and committee, offering customized portfolios and a mix of in-house and third-party management options.

Devin Paine is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Wealth Enhancement Group, Palouse Capital Management, PFS Investments Inc., Primerica Financial Services, and a prior career at Intel. He is also the owner of The Success Promise, LLC, a business entity established for investment-related purposes. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, account administration, and management of external retirement assets.

Kevin Zickler is a financial advisor with MissionSquare Retirement in Spokane, WA, holding a Series 66 designation and 12 years of industry experience. Prior to joining MissionSquare in 2026, he worked at Voya Financial Advisors for six years and held positions at several other firms including Edward Jones and Spokane Teachers Credit Union. Outside of work, he coaches youth soccer for the Spokane Youth Sports Association. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

David Gordon is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Hightower Advisors, where he has worked since 2023. His prior experience includes roles at Ten Capital Wealth Advisors, Mutual Advisors, Mutual Securities, Cetera Wealth Services, LPL Financial, and Ameriprise. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, and trusts. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as discretionary portfolio management, financial planning, and retirement plan consulting.

Johnny Johnston is a financial advisor with Valic Financial Advisors in Spokane, WA. He holds a Series 66 designation and has 21 years of industry experience. Since 2005, he has worked with Valic Financial Advisors and has been involved with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors managing approximately $29.2 billion.

Jillian Bell is a financial advisor with Valic Financial Advisors in Spokane, WA, holding a Series 66 designation and 13 years of industry experience. She has been with VALIC Financial Advisors since 2014 and also serves as an agent with Agia, focusing on non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction.