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, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, T. Rowe Price Investment Services, Wells Fargo Asset Management, BlackRock Fund Advisors, Morgan Stanley, and Citigroup Global Markets. 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 through a combination of centrally managed portfolios, third-party managers, and customizable models, supported by an internal investment team and committee.

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.

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 CERTIFIED FINANCIAL PLANNER™ professional at EverSource Wealth Advisors, LLC with 25 years of industry experience. He has held previous roles at Cambridge Investment Research Advisors, Mass Mutual Investors Services, and Northwestern Mutual Investment Management. Mr. Grady serves as an advisory board member for Adult and Teen Challenge of Spokane. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, charitable foundations, and other registered investment adviser firms. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment platforms and emphasizes investor profiling and due diligence.

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.

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, 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.