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® 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.

Leanne Smith is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and over 20 years of industry experience. She previously worked with Columbia Advisory Partners LLC and Ascend Financials LLC. Outside of her advisory role, she provides consulting and education to small business owners focused on optimizing cash flow and profit. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process emphasizing risk profiling and tailored platform selection, offering a mix of advisory and brokerage services through multiple 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.

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.

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 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.

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 Series 66 and Series 65 licenses and has worked at ICMA Retirement Corporation since 2008. Outside of advising, he owns and operates a farming business, Miller Farm and Ranch, where he is involved in harvesting and equipment maintenance. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and Fund 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.