• Oversaw systems, with $350M in client assets across 30K customer accounts, for a national brokerage and investment firm. • Met internal business and customer needs through developing and evaluating network systems and product specifications. • Managed deliverables for application developers, support technicians and external consultants. • Developed analytical reporting tools to equip brokers in establishing and maintaining profitable client relationships. • Planned technology budget; negotiated contracts and agreements for data feeds and connectivity services. • Optimized operational workflows through evaluating and implementing technology solutions. • Oversaw proprietary CRM system project employing SQL server, Visual Basic and Crystal Reports; managed Oracle database.

Demars Financial Group is a Wealth Advisory firm specializing in Investments, Retirement, Estate Planning, Tax Planning, and Insurance in Spokane, Washington. Our Financial Team consists of experienced professionals with a comprehensive, "hands on" approach to financial guidance. We specialize in independent personal wealth management helping our clients comfortably manage employee benefits, insurance, IRA and 401K accounts. We do everything within our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to achieving their goals. Professionals associated with Demars Financial Group, LLC may be either (1) registered representatives with, and securities offered through LPL Financial, Member SIPC. sipc.org, and offer investment advice through Demars Financial Group, LLC, a registered investment advisor; or (2) solely tax professionals of Fidelity Financial Services, and not affiliated with LPL Financial. Tax related services offered through Fidelity Financial Services DBA Demars Financial Group, LLC. Fidelity Financial Services is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

Based out of Spokane Valley, WA, PacNorth Retirement Group serves individuals and corporations across the Pacific Northwest. Services include: financial planning, retirement planning (IRA's), company 401k/403b plans, college saving plans (529's), annuity/insurance management, trust account management, and investment management. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member SIPC. sipc.org. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. For a list of states in which we are registered to do business, please visit www.pacnorthretirement.com Third Party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

At Quantum Financial Planning, we proudly point to our clients’ successes as our legacy. As a fee-only, fiduciary Registered Investment Advisor (RIA), we are free to put your needs first and provide unbiased advice. We partner with you for the long run, taking a comprehensive approach to your personal finances so that we help fulfill your needs and goals. Based in Spokane and Kirkland, Washington, we serve clients locally and nationwide. Some of the people we serve are: • Couples and individuals preparing for retirement or already retired • People experiencing significant life transitions • Top-producing real estate professionals Our team has acquired the education and experience so that we can provide objective, informed direction at any critical decision-making juncture. Our team members’ credentials include the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst® (CFA), Chartered Retirement Planning Counselor (CRPC®), and Financial Paraplanner Qualified Professional (FPQP®) certifications. In addition to our expertise, we developed our proprietary Quantum Process to provide financial planning that is dynamic and able to adapt to your life’s changes. The Quantum Process is: • Strategic: Your custom financial plan is built around your personal circumstances. • All-encompassing: Our advice goes far beyond your investment portfolio and addresses all areas of your finances. • Ongoing: We systematically review your progress and help verify that you are on track to reach your goals. With this ongoing process, we help you get organized, achieve clarity, and make confident and informed financial decisions. Our goal is to replace financial worry with peace of mind so that you can get back to enjoying your life.

Secured Investment Corp is a real estate investment firm specializing in non-owner occupied properties and commercial syndication. We provide education, lending services, and investment opportunities for our clients. The funding arm of SIC provides financial products with properties held in our portfolio as collateral. Our clients have a number investment opportunities to choose from, including: • High Yield Fund II. This fund is for accredited investors with a minimum investment of $50K • Circle of Wealth Fund III. This fund is open to all investors, with a minimum initial contribution of $1K • Mortgage Notes. Our lending arm offers investors the opportunity to purchase whole notes on single properties, with the investor receiving interest payments on those loans.

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Fortitude Financial is a full-service financial firm committed to helping individuals and families identify and pursue their financial goals. The financial professionals at Fortitude Financial focus on providing personalized wealth management and highly customized financial planning strategies with the goal of providing clients with confidence as they work towards financial independence. Fortitude Financial offers services in financial planning, investments, retirement strategies, estate planning, and risk management. Securities offered through LPL Financial, Member SIPC. sipc.org. Investment advice offered through Fortitude Financial, a Registered Investment Advisor and separate entity from LPL financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit www.fortitudefinancial.com.

Washington fee-only fiduciaries, specializing in accumulating, growing and preserving wealth.

We are a group of financial advisors that can help you not only build wealth, but also sustain it for the long term. Process places a strong emphasis on income planning — starting with understanding the intricacies of your unique financial situation. 1 — Discovery Our team gets to know you, and you get to know us during this mutual discovery meeting. We learn where you stand financially. You learn how we function. 2 — Analysis We perform retirement income analysis, net worth statement and Social Security maximization reports. Based on our findings, we propose investment plan options that will best suit your needs. 3 — Action Plan Together, we fine-tune your plan to create an income-generating retirement strategy that fits your lifestyle. 4 — Review During regular reviews, we evaluate your progress and make necessary adjustments as your needs evolve to keep you on the path to retirement success. *Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Altmeyer Financial Group. Altmeyer Financial Investments, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Altmeyer Financial Group are not subject to Investment Advisor requirements. AEWM and Altmeyer Financial Group are not affiliated companies.

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We’re Atchley Financial Group, a wealth management firm dedicated to our clients throughout the nation. Although we manage portfolios from coast to coast, we treat each of our clients as if they’re our only client. We believe we’re known for our detailed and personal attention as much as for our experience and professional insight. We specialize in retirement, investment, and estate planning for individuals in every part of the life cycle, but our over-arching goal is to help our clients make intelligent decisions with their wealth in order to reach their goals, realize their dreams, and achieve financial independence. We are Atchley Financial Group, an independent wealth management firm. Although we manage portfolios from coast to coast, we treat each of our clients as if they are our only client. In fact, we are known for our detailed and personal attention as much as for our professional experience. We specialize in retirement, investment, and estate planning for individuals in every part of the life cycle, but our over-arching goal is to help our clients make intelligent decisions with their wealth in order to help them reach their goals, realize their dreams, and achieve financial independence. Les Atchley, Aimee Tanneberger and Michael Tanneberger are Registered Representatives of and offer securities products & services through Osaic Wealth, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, ID, IL, IN, IA, LA, MA, MI, NV, NM, NY, NC, OH, OK, SC, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced. Les Atchley and Aimee Tanneberger also offer advisory services through Osaic Wealth, Inc. Insurance services offered through Atchley Financial Group, Inc., which is not affiliated with Osaic Wealth.