William Moon II is a CFA® charterholder with 11 years of industry experience. He is currently with Davidson Investment Advisors, Inc., where he has worked since 2020, following prior roles at D.A. Davidson & Co. and Hart Capital Management, Inc. Outside of his advisory work, Moon is involved in local community activities including co-owning a food service business, working as a collegiate baseball commentator for KHQ Television Group, and serving as a color commentator for 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 supported by fundamental, quantitative, and qualitative analysis, and serves a broad client base including registered investment companies, retirement plans, trusts, and pooled investment vehicles.

Cassandra Frederiksen is a financial advisor at Merit Financial Advisors in Spokane, WA, with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Mariner Independent Advisor Network. In addition to her advisory work, she is a licensed notary in the State of Washington. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving roughly 20,000 clients across 66 offices. The firm provides coordinated wealth-management services and employs a long-term, diversified investment approach using centrally managed models overseen by an internal Investment Management team.

Michael Smalley is a CFP® professional at Merit Financial Advisors in Spokane, WA, with 16 years of industry experience. His prior roles include positions at PKS Investments, LPL Financial, and Viren and Associates. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices and managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach supported by an internal Investment Management team and Investment Committee.

Tyler Snyder is a financial advisor at Eversource Wealth Advisors, LLC with two years of industry experience. Prior to joining Eversource, he worked at Grady Financial Network and Pierce Lane Partners, and spent 13 years at TriMet. He owns Strahorn Consulting LLC, a small business consulting firm, and is a licensed insurance agent. Beginning in August 2025, Tyler will deliver financial presentations to employees of Costco and other companies in the Pacific Northwest through My Secure Advantage. Eversource Wealth Advisors serves a broad range of clients, including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm provides wealth management, financial planning, investment advisory, and consulting services through a national network of advisors, using multiple investment programs and a comprehensive investor profiling process.

Paul Viren is a ChFC® with 32 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has held prior roles at Purshe Kaplan Sterling Investments, Mariner Independent Advisor Network, LPL Financial Corporation, and Strategic Wealth Advisors Group. Outside of advising, he is an artist who creates and exhibits pens in local galleries, serves as chairperson for the Whitworth Presbyterian Church Endowment Committee, and is co-authoring a book aimed at educating financial advisors and investors. 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 overseen sleeves and models, offering customizable investment solutions supported by an internal Investment Management team and committee.

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, holding a Series 66 designation and 11 years of industry experience. His prior experience includes six years at Voya Financial Advisors and roles at several other firms, including Spokane Teachers Credit Union and C.H. Robinson. Outside of his advisory work, he coaches his son’s soccer team with 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 developed in partnership with 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.

Carlos Torres is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has one year of industry experience and a background that includes service in the U.S. Army Reserve from 2003 to 2025. He is also involved with The Outer Banks LLC, a business activity outside of his advisory role. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jonah Bies is a financial advisor at CWM, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fortis Financial Partners and Waymaker Wealth Advisors. Outside of his advisory role, he also works as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered adviser serving a diverse client base including individuals, families, foundations, and institutions through a large network of partner offices and more than 600 advisors. The firm employs a discretionary investment approach using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, focusing on retirement plan and institutional services.

Reid White is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Primerica Advisors in Spokane, WA. He previously worked at Northwestern Mutual Wealth Management Company and its related entities for eight years. In addition to advising, he operates as an insurance agent providing life, disability, and long-term care insurance, as well as fixed annuities. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs multiple proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Tyler Crume is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and seven years of industry experience. His prior positions include roles at Bank of America, Merrill, and Wells Fargo. D.A. Davidson & Co. offers investment advisory and brokerage services to employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services including retirement plan advisory, equity research, comprehensive financial planning, and specialized wealth management programs.

Carol Weems is a CFP® professional with 23 years of industry experience, currently affiliated with Independent Financial Partners in Spokane, WA. Her career includes roles at Triad Advisors, Inc., LPL Financial, and Resources Investment Advisors. She is also involved with CJK Investment Consultants, where she works with fixed insurance and annuity products. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jerry Thew is a financial advisor with Centaurus Financial, Inc. in Spokane, WA, holding Series 63 and Series 66 registrations and bringing 37 years of industry experience. He has been with Centaurus Financial since 2011. Outside of his advisory role, he works as a Medicare and medical insurance agent and is involved in life insurance sales. Centaurus Financial, Inc. serves a broad range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches.

Brent Wise is a Series 65-licensed financial advisor with Ameritas Advisory Services, LLC, based in Spokane Valley, WA. He has one year of industry experience and currently owns Wise Choice Planning, LLC, where he provides financial planning services. He also serves as a consultant for Spokane Valley Performing Arts (SVPAC). Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities to build customized client portfolios.

Brian Sherwood is a financial advisor at First Command Advisory Services in Spokane, WA. He holds Series 63 and Series 65 licenses and has recently transitioned from a six-year career in the U.S. Navy to financial services, where he has been with First Command since 2026. Prior to his military service, he worked in education with Mead School District and in the food service industry. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage client portfolios.

Collin Main is a financial advisor with TIAA-CREF in Spokane, WA, holding a Series 66 designation and 14 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Charissa Hatten is a financial advisor with Valic Financial Advisors in Spokane, WA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Clay Trenz Financial Services/Acuity Wealth Advisors and Young Living Essential Oils. Outside of finance, she is an occasional guest speaker at churches and non-profits, drawing on her background in biblical studies, nonprofit leadership, and teaching. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.