James Johnson is a ChFC® and Series 66-registered financial advisor with 22 years of industry experience. He has been operating Sound Investment Strategies, Inc. since 2007 and is also licensed as an insurance agent. Sound Advisory Services Inc. provides investment advice primarily to individual clients by facilitating discretionary portfolio management through a third-party registered investment adviser, Gradient Investments. The firm focuses on client education, investment process oversight, and ongoing non-discretionary support without directly managing or custodying client assets.

Todd Carlson is the principal of Carlson Financial Advisory, LLC, an independent firm based in Liberty Lake, WA. He holds a Series 65 designation and has 12 years of industry experience. In addition to his advisory work, he provides business valuation and consulting services, including the preparation of individual income taxes, through an affiliated accounting practice. Carlson Financial Advisory serves individual and high-net-worth clients by offering portfolio analysis and referring clients to a third-party investment adviser for implementation and ongoing management. The firm emphasizes modern portfolio theory and a long-term, mutual-fund-focused strategy, operating primarily in a non-discretionary capacity with a focus on due diligence and oversight of the external manager.

David Demars is a CFP® and ChFC® with 28 years of industry experience. He is currently with Demars Financial Group LLC and has previously worked at LPL Financial, Fidelity Financial Services, Crown Capital Securities, and Northwest Financial Advisors. Outside of his advisory work, he owns Retirement Plan Specialists Inc., a business focused on retirement plan services. Demars Financial Group LLC provides discretionary asset management, financial planning, pension consulting, and third-party manager selection for individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis, among other methods, to construct and monitor customized portfolios.

Benjamin Green is a financial advisor at Pacific Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and has served as managing partner and CPA at Thrive CPA, PLLC since 2021. His prior work includes roles at Green CPA, PLLC and Green Newton Jamison, LLP. Pacific Wealth Advisory provides investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach using diversified mutual funds and offers both discretionary and non-discretionary portfolio management.

Eric Martin is a financial advisor at Concinnus Financial, Inc with six years of industry experience. He holds a Series 65 designation and has worked at Concinnus Financial since 2019. Outside of his advisory role, Martin has a longstanding position at Provident Electric since 2006. Concinnus Financial provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, along with retirement-plan consulting and participant education. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to create tailored asset allocations and operates an in-house tax preparation and accounting practice to support coordinated tax planning.

Brent Sears is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has worked at firms including LPL Financial LLC, Crown Capital Securities, and Centaurus Financial, Inc., and has operated his own business, Brent M Sears Financial, Inc./Guidance Financial, since 2002. Demars Financial Group LLC offers discretionary asset management, financial planning, limited pension consulting, and third-party manager selection services to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis along with customized or model portfolios to provide ongoing portfolio management and written financial plans.

Charles Potter is a financial advisor at Simple Wealth LLC with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and Securities America, Inc. Outside of his advisory work, he serves as a board member for the Spokane Baptist Association Homes, a senior housing organization. Simple Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning for individual, high-net-worth, and charitable clients. The firm employs asset-allocation-based strategies combining fundamental, technical, cyclical, and computer-model analysis, with accounts managed on either a discretionary or client-approval basis.

Maryanne John is a financial advisor at Simple Wealth LLC with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Securities America, Inc. and Osaic Wealth, Inc. Maryanne is also a licensed life and disability insurance agent and volunteers as a financial literacy educator for the nonprofit Financial Beginnings. Simple Wealth LLC provides discretionary and non-discretionary portfolio management and financial planning for individual and high-net-worth clients, as well as charitable organizations. The firm employs asset-allocation-based investment strategies and manages approximately $52.9 million in client assets.

Taylor Demars is a CFP® professional with five years of industry experience, currently serving at Demars Financial Group LLC in Spokane Valley, WA. He has worked at several firms including LPL Financial and Crown Capital Securities, LP. Outside of his advisory role, he is involved with Flocks and Fields, LLC, a non-investment-related business. Demars Financial Group LLC provides discretionary asset management, financial planning, pension consulting, and third-party manager selection to individuals, retirement plans, trusts, and business entities. The firm manages approximately $291 million in client assets and employs fundamental and technical analysis, along with customized and model portfolios, to serve a range of clients including high-net-worth individuals.

William Lang is a financial advisor at Long Bridge Capital Management with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Morgan Stanley Private Bank and Downriver Capital Management. Outside of his advisory role, Lang coaches a ski racing team during the winter months. Long Bridge Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients. The firm uses a combination of fundamental and technical analysis, incorporating long- and short-term trading strategies that include small- and micro-cap investments and an enhanced-income approach.

Steven Neff is a financial advisor at Long Bridge Capital Management with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Focus Point Capital LLC, Wealthmark, LLC, and NBC Partners, PLLC. Neff serves on the loan committee for Ignite Northwest and volunteers as a co-manager for Springboard, organizations that support early-stage companies. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, employing a combination of fundamental and technical analysis with both long-term and short-term trading strategies. The firm manages various asset classes and incorporates small- and micro-cap investments, leveraged funds, and an enhanced-income approach within customized Investment Policy Statements.

Ryan Robinson is a financial advisor with Pacific Wealth Advisory, LLC in Spokane Valley, WA, holding a Series 65 designation and two years of industry experience. He is also an equity partner at Thrive CPA, PLLC, where he provides accounting services. Robinson’s prior experience includes roles at Stauffer & Associates, PLLC and Butler, Robinson & Associates PS CPAs. Pacific Wealth Advisory offers investment management, retirement plan advisory, and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing diversified mutual funds and relying on third-party sub-advisors and operational support.

Jon Dawn is a financial advisor at Long Bridge Capital Management with 11 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for five years. Outside of his advisory role, he works as a credit analyst for a fintech company. Long Bridge Capital Management provides discretionary portfolio management primarily to individual and high-net-worth clients, employing both fundamental and technical analysis with strategies that include small- and micro-cap investments and an enhanced-income approach using covered calls. The firm manages approximately $40.3 million in assets with a four-person team.

Robert Astin is a Series 65 licensed advisor with Pacific Wealth Advisory, LLC, based in Spokane Valley, WA. He has two years of experience in financial advising and also serves as an equity partner at Thrive CPA, PLLC, where he provides CPA services. Prior to his current roles, he worked at Green CPA, PLLC, Schweitzer Engineering Laboratories, and Ernst & Young, LLP. Pacific Wealth Advisory offers investment management, retirement plan advisory, and financial planning to individuals, high-net-worth clients, and business entities. The firm employs a long-term, asset-allocation approach using diversified mutual funds and utilizes third-party sub-advisors and Forum Financial Management for operational support.

Molly Martin is a financial advisor at Concinnus Financial, Inc. with six years of industry experience. She holds a Series 65 designation and has been with Concinnus Financial since 2019. Prior to that, she worked at Checks and Balances Enterprises, Inc. for seven years. Concinnus Financial provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, also offering retirement-plan consulting and participant education. The firm uses a combination of fundamental, technical, cyclical, and charting analysis to develop client-specific asset allocations and operates an in-house tax preparation and accounting practice alongside its advisory services.

Christie Rooney is a financial advisor at DW Investment Solutions, Inc. in Spokane Valley, WA, holding a Series 65 credential with four years of industry experience. She has been with DW Investment Solutions since 2020. DW Investment Solutions serves individual and high-net-worth clients, trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm offers discretionary investment supervisory services and financial planning, using both fundamental and technical analysis with a variety of investment strategies and products.

Pamela Dobson is a financial advisor at Moulton Wealth Management, Inc. with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Advisors and D.A. Davidson & Co. in addition to her current role. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm manages approximately $159.7 million for about 477 clients, offering tailored investment strategies and retirement cash-flow planning, along with free public seminars and workshops.

Linda Walker is a Series 65-credentialed financial advisor with 19 years of industry experience. She has been with DW Investment Solutions, Inc. since 2009. DW Investment Solutions serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities, managing approximately $106 million across about 117 client relationships. The firm provides discretionary investment supervisory services and financial planning, employing both fundamental and technical analysis with a range of investment products and maintaining quarterly account reviews.

Donald Moulton is a CFP® with 24 years of industry experience and is a principal at Moulton Wealth Management, Inc. He has worked at the firm since 2008 and previously at Cetera Advisors LLC. In addition to his advisory role, he is involved in tax preparation through RTPS Income Tax Preparation, Inc. and reviews estate planning documents at Moulton Law Office. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm employs a range of investment strategies tailored to client objectives and risk tolerances, manages accounts on a discretionary basis with periodic reviews, and offers retirement cash-flow planning and public educational seminars at no charge.

Rial Moulton is a CFP® and PFS™ with 29 years of industry experience. He is the principal at Moulton Wealth Management, Inc., where he has worked since 2008. His prior experience includes roles at Cetera ADVISORS LLC and ownership of a law practice. In addition to financial advising, he is involved in tax preparation through RTPS Income Tax Preparation and has experience as an insurance agent. Moulton Wealth Management, Inc. provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and trusts. The firm incorporates retirement cash-flow planning, uses a combination of fundamental and technical analysis, and manages accounts on a discretionary basis with periodic reviews. It also offers free public seminars and sponsors a wrap fee program, which is uncommon among peer supported firms.