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.

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

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.

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Eric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Eric Green is a CERTIFIED FINANCIAL PLANNER® professional at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: 💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Joseph Quansah is an associate financial planner at Quantum Financial Planning Services, Inc. in Spokane, WA. He holds a Series 65 designation and has prior work experience at Tegria and Engage in Healthcare IT. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: 💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

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.

Craig Whitbeck is a CFP® professional with 43 years of experience in the financial services industry. He is currently with Quantum Financial Planning Services, Inc. and has a background that includes over two decades at CommonWealth Financial Network. Whitbeck is also involved with Clear Future Financial, LLC. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, and various institutional clients. The firm offers comprehensive financial planning and investment management with a focus on strategic asset allocation through globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

Ryan Farmin is a CFA® and CFP® with 10+ years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 2019 and previously spent five years at Russell Investments. Ryan holds a Bachelor of Science degree in Finance and Accounting from the University of Nevada, Reno. A native of Sandpoint, Idaho, he and his wife Sabrina enjoy spending quality time with their twin boys. An accomplished collegiate ski racer, Ryan remains passionate about the sport and can often be found skiing the slopes at Schweitzer or enjoying summer days with his family on the lake. Ryan is active in the local Juvenile Diabetes Research Foundation and serves as president of the Spokane Chartered Financial Analyst Society.

Travis Schiele is a CERTIFIED FINANCIAL PLANNER®, CERTIFIED EXIT PLANNING ADVISOR and Financial Planner at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: 💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Jordan Curnutt is a CERTIFIED FINANCIAL PLANNER® professional and partner at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: 💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Madeleine Lobdell is a CFP® professional with six years of experience at Quantum Financial Planning Services, Inc. in Spokane, WA. Her previous roles include positions at Rocky Mountain Medical and Walgreens. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and investment management using a strategic asset allocation approach with both active and passive funds tailored to clients’ time horizons and risk tolerances.

Bailey Erickson, MBA, CFP® joined the Quantum Team as an Operations Specialist in June of 2023, just after earning his Masters of Business Administration in Finance from Washington State University. Before graduating, he also received a Certificate of Financial Planning from UC Berkeley Extension. Bailey is passionate about helping others achieve financial success and has been thrilled to partner Quantum to reach that goal. His educational background in finance, paired with both his coaching skills and professional experience, aide Bailey in exceeding our clients’ expectations. As a former live-in fraternal advisor at WSU, Bailey was the recipient of both the 2021 and 2022 WSU IFC Chapter Advisor of the Year award. He continues to serve as the recruitment advisor for the Beta Theta Pi fraternity, helping the WSU chapter win the National award for Outstanding Recruitment Program in 2023. In his spare time, he also enjoys restoring classic cars, bass fishing, skiing and camping – hobbies he first cultivated in his hometown of Vancouver, WA. Having relocated to Spokane in 2023, it's been great putting down roots here with his wife, Abby, who was born and raised in Medical Lake. Bailey is a CERTIFIED FINANCIAL PLANNER® professional at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: What can I do today to prepare my finances for retirement? When can I realistically stop working, or is early or semi-retirement possible for me? How can I proactively lower the taxes on my retirement or other major windfalls? What’s the right mix of investments to protect my money and still see it grow? What thoughtful steps can I take to make the most of an inheritance? How can I protect my hard-earned nest egg from inflation and rising costs? What’s an easy way to budget for travel, hobbies, and experiences without overspending? How do we adjust our financial plan if anything unexpected happens? Can I see how different choices I make today will affect my retirement lifestyle? Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Nick Fuller is a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant (CPA), and financial planner at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: 💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

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.

Peter Blackwell is a financial advisor at Freedom Wealth Management LLC in Spokane, WA, holding CFP® and Series 66 credentials with 25 years of industry experience. He previously worked at Edward Jones for 13 years and spent nine years with LPL Financial before founding his independent advisory firm. Blackwell also engages in activities as a licensed insurance producer. Freedom Wealth Management LLC serves individual and high-net-worth clients, trusts, small businesses, and charitable organizations with integrated financial planning and portfolio management. The firm builds customized portfolios using a range of investment vehicles and emphasizes strategic asset allocation with tactical adjustments, operating on LPL Financial platforms and coordinating with third-party research.

Harry Lawrence is the principal and sole advisor at UpFront Financial Planning, LLC in Spokane, WA. He holds a Series 65 designation and has two years of experience in financial advising. Prior to founding UpFront Financial Planning in 2024, he worked in healthcare as a Physician Associate-Certified, a role he continues to perform part-time outside of regular business hours. UpFront Financial Planning is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, nonprofits, and businesses. 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 to clients’ goals and risk tolerance.

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.