Jeremy Morris is a financial advisor at Five Pine Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Centaurus Financial Inc. and Metronomix Inc. Five Pine Wealth Management serves individual and high-net-worth clients, as well as employee benefit plans, providing investment management, financial planning, pension consulting, and educational seminars. The firm focuses on strategic, risk-based asset allocation through diversified portfolios and offers group educational workshops and plan-participant education that are not tied to product sales.

Hunter Schertz is a financial advisor at Five Pine Wealth with a Series 65 credential and three years of industry experience. He is also co-owner of D. Lish's Restaurant Group LLC, a fast-casual restaurant, where he manages employees and social media. Prior to joining Five Pine Wealth, he held roles in various service and energy companies. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, providing investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and offers group educational workshops that are purely educational and not tied to product sales.

Benjamin Holzhauser is a financial advisor with Five Pine Wealth in Coeur D'Alene, ID, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Five Pine Wealth since 2021 and previously held roles at Centaurus Financial, MVP REIT II, and Triton Pacific Securities. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, providing investment management, financial planning, pension consulting, and educational seminars. The firm’s approach focuses on strategic, risk-based asset allocation across diversified portfolios, with client accounts reviewed quarterly and a distinctive offering of group educational workshops and plan-participant education.