Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

Emily Sibert is an advisor at Stirlingshire Investment Advisors. with Series 7, 63 and Series 65 credentials., she also holds a Ph.D in Criminal Law. She has one year of industry experience and previously worked at several financial services firms, including One America Securities, MWA Financial Services, Modern Woodmen of America, and Eagle Strategies. Prior to entering the financial industry, she operated Tigerlili Consulting for 13 years. Stirlingshire provides investment advisory and consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm offers portfolio management, financial planning, retirement plan consulting, and brokerage services, delivering advice primarily through its proprietary platform and excellent in-house team.

Denise Downey is a CFP® professional based in Spokane, WA, with 17 years of industry experience. She has been with Financial Trex, LLC since 2016, where she operates as the firm's sole advisor. Financial Trex, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, focusing on a passive investment approach using index mutual funds and ETFs. The firm offers subscription-based comprehensive planning, limited-scope hourly planning, discretionary investment management, and referrals to third-party money managers.

Jeffrey Zappone is a financial advisor at Chair Six Financial Planning, PLLC with 10 years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to founding Chair Six Financial Planning in 2015, he worked at Dorendorf & Associates, P.S. for two years. Outside of advising, he provides accounting and tax services through his firm and serves as a minority member and co-manager of a family investment entity. Chair Six Financial Planning serves individuals, high-net-worth clients, and small businesses with personal financial planning, investment consultation, and portfolio management. The firm integrates long-term, globally diversified investment strategies with tax-aware planning and offers separate accounting and tax-preparation services under distinct agreements.

Hi, I’m Keith. So, a bit about me. I love this stuff. The whole financial planning thing. After getting a degree in music (yeah, music…), I worked at a leading investment management firm in Los Angeles for 18 years. But I had this itch all along that I wanted to open my own financial planning firm at some point. I finally decided to pull the trigger to open my own firm in 2019, and here I am. I’m now based in Spokane, Washington, but I work with clients virtually, so I can help people who live anywhere. I’m a bit of a nerd when it comes to finances. I have so much fun with this topic and am honored to be able to help others with it. Money can be such a tough subject, so I love coming alongside people to help them navigate the questions they have, as well as the questions they don’t know they should have. I started Spencer Financial Planning to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions. We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees. We help you: - Make smart financial decisions - Cultivate good habits with your money - Navigate the complexities of your finances On a personal level, a few things I love: - My wife and kids, foster care, adoption - Financial planning, reading - The Salvation Army, church - Music, playing bass guitar - Watching baseball, playing fantasy baseball, ping-pong - Eating (sometimes too much), using bullet points - Disneyland, Hawaii, the beach, travel

Harry Lawrence is the principal of UpFront Financial Planning, LLC in Spokane, WA, and holds a Series 65 credential with two years of industry experience. Before founding his firm, he worked for nine years at Sound Physicians Critical Care and one year at Providence NW Heart and Lung Associates. In addition to his advisory practice, he is a licensed Physician Associate-Certified and spends about 30% of his time working in clinical healthcare outside traditional business hours. UpFront Financial Planning, LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, nonprofits, and business entities. The firm provides comprehensive financial planning and discretionary investment management with an emphasis on strategic asset allocation, diversified index funds, and ongoing portfolio reviews aligned with clients’ goals.

Gary Lee is a CFP® professional with 41 years of experience in financial advising. He is the president of Long View Financial Services, Inc., a firm he has led since 2006. Outside of his advisory role, he serves on the board of the Spokane Audubon Society. Long View Financial Services, Inc. offers fee-only investment management and financial consulting to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs a value-oriented, globally diversified, long-term investment strategy that focuses on tax efficiency and low portfolio turnover.

Scott Jackson is the sole advisor at Ravenwood Capital Management, LLC, an independent firm based in Spokane, WA. He holds a Series 65 designation and has 12 years of industry experience, managing Ravenwood since its founding in 2015. Ravenwood Capital Management provides discretionary investment management focused exclusively on a concentrated Microcap Value Strategy. The firm serves individual and high-net-worth clients through a small number of accounts, applying a research-driven approach centered on low price/book microcap equities with strong financial fundamentals.

Nicholas Bormann is a CFP® with 10 years of experience in the financial services industry. He is the principal of Bormann Wealth Management, LLC, an independent firm he has led since 2021. Prior to founding his firm, he worked at GWN Securities, Inc. and Axa Advisors, LLC. Outside of his advisory work, Bormann is a published author who receives royalties from past publications. Bormann Wealth Management serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning and portfolio management. The firm combines fundamental, technical, and cyclical analysis to manage portfolios using ETFs, individual equities, and fixed-income instruments, following strategies such as modern portfolio theory and tactical momentum.

Eric Heineman is a CFP® and holds a Series 65 license, with four years of industry experience. He is the sole advisor at Vision Casting Financial Planning, LLC in Spokane, WA, where he has worked since 2021. Prior to this, he was involved with Trinity Presbyterian Church for six years. Heineman also serves as a finance faculty member for Credo, providing wellbeing education to Presbyterian pastors. Vision Casting Financial Planning serves individuals, trusts, entities, non-profit organizations, and estates with tailored financial planning and investment advisory services. The firm emphasizes a fiduciary standard and a “Vision Casting” process that aligns clients’ values and goals with investment strategies, with a notable focus on charitable giving and educational outreach.

Dustin Allbery is the principal of Northwest Planning Advisors LLC in Spokane, WA, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has worked at several firms, including American Reliance Group and Center Street Securities, and has been involved with Northwest Planning Inc. for over a decade, where he also serves as Vice President of Operations managing insurance products. Northwest Planning Advisors LLC provides financial planning, educational seminars, and advisory services primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, often referring clients to third-party investment managers and employing a multi-faceted investment approach that includes derivatives and short-sale strategies within managed accounts.

Cain Martin is a financial advisor at MB Gen Wealth with three years of industry experience. He holds a Series 65 designation and previously worked at Charles Schwab. Outside of his advisory role, Martin owns Ray Baker Golf, LLC, a golfing apparel manufacturing and distribution company. MB Gen Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, family offices, and institutional clients. The firm employs fundamental analysis, modern portfolio theory, and cyclical analysis in portfolio construction and manages approximately $404 million in assets.

Callie Hudson is a financial advisor at Financial Forum, Inc. in Spokane, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to entering the financial industry, she has experience working in small business and community settings, including bakeries and a church. Financial Forum serves individuals, high-net-worth clients, businesses, and not-for-profit organizations with investment management, financial planning, and related services. The firm manages portfolios based on Modern Portfolio Theory and offers tailored investment solutions primarily on a discretionary basis.

Megan Billeter is a financial advisor at Twenty Twenty Investment Advisors, LLC in Spokane, WA, holding a Series 65 designation with one year of experience. Her background includes roles at Pacific Office Automation and multiple positions connected to Western Washington University and the hospitality industry. Twenty Twenty Investment Advisors serves individual and institutional clients, providing wealth management, financial consulting, and retirement plan advisory services. The firm’s investment approach uses Modern Portfolio Theory, client inputs, and a combination of analytical methods, with an emphasis on participant education and ERISA fiduciary roles for retirement plans.

Joi Libsack is a financial advisor at 917 Advisory Services LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 18 years. Joi is based in Spokane, WA. 917 Advisory Services LLC provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans, along with retirement-plan advisory services including ERISA 3(38) fiduciary roles. The firm emphasizes fundamental analysis and a long-term investment approach, using low-cost mutual funds, ETFs, and individual securities, and has expanded its services to include institutional consulting and financial institution advisory.

Robb Peterson is a financial advisor at Karel Capital, Inc. with 33 years of industry experience. He has been associated with Peterson Investment Management Inc. since 1993 and has worked at Karel Capital since 2020. Peterson holds the Series 63 and Series 65 designations. Karel Capital provides discretionary portfolio management and separately managed accounts to individuals, families, trusts, pension and profit-sharing plans, and business entities. The firm employs a conservative, capital-preservation asset allocation strategy combined with top-down macro analysis and bottom-up security selection.

Landy Comstock is a financial advisor with Financial Forum, Inc. in Spokane, WA, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Financial Forum in 2020, Comstock worked at LPL Financial from 2003 to 2020. Outside of his advisory role, he serves as co-executor of his family estate. Financial Forum serves individual and high-net-worth clients, businesses, and not-for-profit organizations, offering investment management, financial planning, retirement and estate planning, tax and risk management, and employee/executive benefits coordination. The firm uses an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, with portfolios tailored through client questionnaires or interviews.

Barbara Miller is a CFP® with over 17 years of industry experience, currently serving as an advisor at 917 Advisory Services LLC. She previously worked at LPL Financial LLC from 2008 to 2024 before joining 917 Advisory Services. In addition to her advisory role, she performs administrative work for a local insurance agent outside of her primary duties. 917 Advisory Services LLC provides investment advisory services to individuals, trusts, estates, and retirement plans, offering discretionary portfolio management and financial planning. The firm employs a long-term, fundamental analysis-based approach, utilizing low-cost mutual funds, ETFs, and selective individual securities, with personalized ongoing management and periodic portfolio reviews.

William Lang is a financial advisor at Long Bridge Capital Management with 23 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Morgan Stanley Private Bank and Manito Asset Management. Outside of his advisory role, Lang coaches the Mt Spokane Ski Race Team during the winter months. Long Bridge Capital Management is a discretionary investment adviser managing approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, employing both fundamental and technical analysis with strategies that include small and micro-cap securities, covered-call overlays, and occasional use of leveraged funds and options.