Joseph Vernon Lee

Benjamin Miller is a financial advisor with LPL Financial in Coeur D Alene, ID, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has worked at LPL Financial since 2015 and founded Momentum Wealth Strategies in 2025, where he provides investment advisory services independently. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports a wide range of investment solutions, combining in-house research, third-party managers, and customizable advisory arrangements delivered through a large network of investment adviser representatives.

Steven Cole is a financial advisor with Salmon Bay Wealth Management, LLC in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Moss Adams Securities & Insurance LLC and Moss Adams Wealth Advisors LLC since 2008. Salmon Bay Wealth Management is a single-advisor independent firm providing financial planning, consulting, and discretionary asset management for a small number of clients, including emerging high-net-worth individuals, young professionals, business owners, and retirees. The firm employs fundamental and macro analysis to manage diversified portfolios using various instruments and strategies, offering a boutique service model with quarterly account reviews.

Jason Han is the principal of Han Financial Consulting LLC in Coeur D Alene, ID, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked in multiple dental practices, including Coeur D Alene Dental Center and Aspen Dental. Han Financial Consulting LLC serves dental practice owners and their related entities by providing an integrated engagement that combines investment advisory services with bookkeeping, tax-planning support, fractional CFO functions, and S-corporation compliance. The firm’s investment approach uses long-term, low-cost, broadly diversified portfolios based on modern portfolio theory and offers fiduciary plan-level advisory services on a non-discretionary ERISA §3(21) basis as part of a bundled monthly retainer.

Evan Mclachlan is the sole advisor at McLachlan Investment Services LLC in Coeur D'Alene, ID, holding a Series 65 credential with 15 years of industry experience. He has operated his independent advisory firm since 2010. McLachlan Investment Services LLC provides investment supervisory services to individuals, businesses, trusts, pension plans, and non-profit organizations, emphasizing long-term, diversified, and strategic portfolio management. The firm is notable for its work with pension and profit-sharing plans and offers pension consulting and institutional portfolio management services alongside its discretionary investment approach.

Michael Thompson is the managing member of Aspen Grove Investment Management, LLC, an independent registered investment adviser based in Hayden, Idaho. He holds Series 63 and Series 65 credentials and has 35 years of industry experience. Thompson has led Aspen Grove since its founding in 2009. Aspen Grove Investment Management provides discretionary investment supervisory services to individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm offers custom portfolio management using fundamental, technical, and charting analysis, tailoring allocations to client-specific objectives and risk tolerances.

Ronald Crone is the sole advisor at Crone Wealth Management, PLLC in Couer d'Alene, ID, holding a Series 65 designation with 20 years of industry experience. He has worked at various iterations of his firm since 1990, transitioning from Crone & Associates, APC to his current independent practice. Crone Wealth Management provides investment advisory and portfolio management services primarily to high-net-worth individuals and retirement plans, including defined benefit and participant-directed defined contribution plans. The firm utilizes the SEI Asset Allocation Program and manages accounts on a non-discretionary basis, emphasizing pension consulting services which are relatively uncommon among independent advisors.