Edward Leeper is a financial advisor at Summit Financial, LLC with 14 years of industry experience. He holds a Series 65 designation and has previously worked at RE/MAX South and M Group Investment Advisor, LLC. Outside of advisory work, he operates as a real estate agent and owns an insurance agency in Valleyford, Washington. Summit Financial, LLC is a multi-team advisory firm with approximately $26.35 billion in assets under management and 216 advisors. The firm offers a range of investment advisory and portfolio management programs, financial planning, and retirement plan advisory services, combining discretionary and consultative approaches tailored to client needs.

Lewis Sisich is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Partnervest Advisory Services, LLC, Washington Investment, and ChangePath, LLC. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

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, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at firms including ChangePath, LLC and The O.N. Equity Sales Company, and has operated Viable Ventures, Inc. (dba Kincaid & Associates) since 1995, 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 a diverse client base including individuals, corporations, and charitable organizations. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

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 bringing 16 years of industry experience. He has been with Mutual of Omaha since 2002. In addition to his advisory role, he owns and operates Spellman Insurance Agency, through which he sells life, health, and annuity insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, primarily working through its network of Investment Advisor Representatives who recommend approved products and strategies.

Bryce Lee is a financial advisor at Simplicity Wealth with two years of industry experience. He holds a Series 65 designation and co-owns BTL Tax and Financial Services, an accounting and insurance firm where he is involved in tax preparation, insurance sales, and advisory services. Additionally, he owns a food truck business operated by his wife and manages Medicare and annuity business through an LLC he established. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational solutions alongside advisory services.

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.

Kevin Grady is a CFP®-designated financial advisor at EverSource Wealth Advisors, LLC with 24 years of industry experience. He previously worked for Cambridge Investment Research Advisors, Inc. for nine years before joining EverSource in 2023. Outside of his advisory role, Mr. Grady serves on the advisory board for Adult and Teen Challenge of Spokane. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services through a national network of advisors, employing multiple investment programs and a values-based approach including Life Impact® Stewardship Planning.

Mark Miller is a financial advisor at MissionSquare Retirement with 26 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at ICMA Retirement Corporation since 2008. Outside of his advisory role, he owns and operates a farming business focused on harvesting and maintaining hay. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services through its Guided Pathways program, employing investment advice developed by Morningstar Investment Management.

Liam Pearson Gamble is a financial advisor at Merit Financial Advisors in Spokane, WA, holding Series 65 and Series 63 credentials with seven years of industry experience. He has previously worked at Northern Capital Retirement Services, Inc., Northern Capital Management, Inc., and TD Ameritrade. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and uses a long-term, diversified investment approach with customizable portfolio models overseen by an internal Investment Committee.

Robert Anderberg is a financial advisor at Plancorp, LLC with six years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Plancorp, Anderberg worked at Murray Street Capital Advisors, Magellan Federal, and F5 Financial Planning, among other firms. Outside of his advisory role, he serves as secretary for Gethsemane Lutheran Church and provides financial counseling to Armed Service Members through Magellan Federal. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans with wealth management, investment management, financial planning, and related services. The firm’s investment process uses Modern Portfolio Theory and documented Investment Policy Statements, offering discretionary and non-discretionary management along with in-house tax preparation and third-party manager due diligence.

Jason Fox is a financial advisor with Prosperity Capital Advisors in Spokane Valley, WA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Prosperity Capital Advisors, he worked at Jericho Junction for five years and Maple Leaf Foreign Language School for eight years. In addition to his advisory role, Mr. Fox is a licensed insurance agent offering fixed insurance products. 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, and alternative solutions, and offers a range of non-advisory services and intermediary roles.

Timothy Laughlin is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in Spokane, WA. He holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, TD Ameritrade Investment Management, MassMutual, and MSI Financial Services. CliftonLarsonAllen Wealth Advisors serves individuals, corporate and institutional clients, and qualified retirement plans with wealth advisory, asset management, financial and estate planning, and business succession consulting. The firm employs a strategic asset allocation approach using firm-constructed models and third-party programs, integrating multidisciplinary planning through its parent company, CliftonLarsonAllen LLP.

David Chapman is a CFP® with 19 years of industry experience, currently serving at Prospera Financial Services, Inc. He previously worked at Bank of America, N.A. and Merrill. He also acts as trustee of a family trust established in 2011. Prospera Financial Services is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion through about 207 advisors across 140 offices. The firm serves a diverse client base including individuals, corporate and charitable entities, and retirement plans, offering advisory and financial planning services via multiple platforms and customizable portfolio management.

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.