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.

Jon Greene is a financial advisor with Fellowship Financial Planning in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. His career includes 40 years at Valic Financial Advisors and a two-year tenure at Financial Advocates Investment Management before joining Fellowship Financial Planning. Fellowship Financial Planning serves individuals, families, business owners, and various entities by providing fiduciary investment management, financial planning, and consulting. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and offers Biblically Responsible Investing models alongside discretionary portfolio management.

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.

Mark Calkins is a financial advisor at Richards Merrill Wealth Management with 12 years of industry experience. He holds the Series 66 designation and worked at Richards Merrill & Peterson from 2014 to 2017. Richards Merrill Wealth Management is a team advisory firm managing approximately $644 million for around 1,270 clients, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio management and financial planning with a disciplined investment process that incorporates various analytical methods and multiple advisory program options.

Timothy Kadlec is a financial advisor with CS Planning Corp and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at VOYA Financial Advisors and Voya Financial Partners, LLC. Kadlec has operated as a self-employed advisor since 2014 and is also involved with Financial Alternatives of Spokane, LLC and Financial Alternatives, LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance using systematic strategies and ongoing monitoring.

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 at CS Planning Corp with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Financial Alternatives, PlanMember Securities Corporation, and Foresters Advisory Services. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Brian Wagnon is a CFP® certificant with 12 years of experience in financial advising. He currently works at Facet, where he has been employed since 2020. His prior experience includes roles at Hart Capital Management, Cetera, and Merrill. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a wide range of households through phone, video, and a proprietary web platform. The firm uses model-based asset allocations focused on ETFs and employs technology-driven processes, including machine-learning algorithms, to deliver tax-optimized portfolio management and comprehensive financial planning services without charging percentage-of-assets 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.

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.

Jay Jensen is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Global View Capital Management and Purshe Kaplan Sterling Investments. Jensen is also president of Jensen Financial, LLC, a private label entity for his securities business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management and works through a network of independent advisors who tailor portfolios using various investment vehicles and third-party managers, generally emphasizing a long-term investment approach.

Lewis Sisich is a financial advisor at CreativeOne Wealth, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at ChangePath, LLC, Washington Investment, Partnervest Advisory Services, LLC, and Nelson Securities, Inc. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm employs a combination of proprietary model portfolios and third-party managers, utilizing methods such as modern portfolio theory and quantitative analysis across a variety of investment vehicles.

Melissa Holling is a financial advisor at Davidson Investment Advisors, Inc. with 32 years of industry experience. She holds Series 63 and Series 65 designations and has been with Davidson since 2009. Outside of her advisory role, she serves as interim mayor on the City Council for the Town of Spangle, Washington. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a combination of fundamental, quantitative, and qualitative analysis to manage multi-cap equity, fixed income, and municipal strategies, emphasizing active, long-term management and tax-aware services.

Brian De Vries is a financial advisor at AlphaStar Capital Management with a Series 66 designation and one year of industry experience. He has worked at AlphaStar Capital Management, Oakwood Capital Securities, Black Sand Investments, DeVries Financial Inc., and Code Financial Services. Prior to his financial career, he worked six years at Acceleration Physical Therapy. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a range of investment strategies through model portfolios and advisor-directed approaches, managing approximately $2.5 billion in assets with over 8,400 client relationships.

Dominic O'Donovan is a financial advisor at Merit Financial Advisors in Spokane, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at firms including T. Rowe Price Investment Services, Wells Fargo Asset Management, and AutoNation. His background also includes experience outside finance with Fish Window Cleaning. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally designed models, offering both discretionary and non-discretionary services, with additional specialized offerings such as fiduciary and trustee services for qualified plans.

Ronald Kincaid is a financial advisor with CreativeOne Wealth, LLC in Spokane, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with CreativeOne Wealth since 2019 and previously with Ten Capital Investment Advisors and THE O.N. Equity Sales Company. Since 1995, he has also operated Viable Ventures, Inc., where he serves as president and engages in insurance sales and life settlements. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm primarily manages discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and private investments.

Darrin Mc Comas is a financial advisor with Prosperity Capital Advisors in Spokane Valley, WA, holding a Series 65 designation and nine years of industry experience. His prior roles include positions at Abraham & Co., Inc., Lifemark Securities Corp., and Total Advisor Network, LLC. He is also the owner and independent agent of Evergreen Insurance Advisors, LLC, where he incorporates insurance products such as fixed index annuities into retirement planning strategies. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individuals, businesses, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and access to alternative solutions, and offers a range of advisory and intermediary services.

Russell Spellman III is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Mutual Of Omaha since 2002. Outside of advisory services, he owns and operates an insurance agency specializing in life, health, and annuities. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and acts as a client contact and conduit to third-party managers across its offerings.

Bryce Lee is a Series 65-licensed financial advisor at Simplicity Wealth with two years of industry experience. He is also co-owner of BTL Tax and Financial Services, an accounting and insurance firm where he provides tax preparation, insurance sales, and Medicare-related services. Additionally, he owns a food truck business operated by his wife. Simplicity Wealth serves a diverse client base including individual and institutional investors, offering advisory services from financial planning to retirement plan management. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, supported by technology and operational solutions for advisers.