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.

Nathan Hughes is a financial advisor at Pilot Wealth Strategies with a Series 66 designation and four years of industry experience. Prior to joining Pilot Wealth Strategies, he worked at Raymond James & Associates, Inc. Nathan is also involved in entrepreneurial ventures; he co-owns H&G Properties LLC, which holds a franchise in the Subzero nitrogen ice cream business. Pilot Wealth Strategies provides investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, corporations, and retirement plan sponsors. The firm combines strategic and tactical asset allocation with various analytical methods and offers services including legacy-position review, model-manager due diligence, and ERISA plan management, alongside educational seminars on financial topics.

Patrick Wardian is the principal of Wardian Wealth Management, Inc. in Coeur d'Alene, ID, holding a Series 65 credential and with 18 years of industry experience. He has worked at Wardian Wealth Management since 2009 and previously at Madison Avenue Securities from 2013 to 2018. Outside of financial advising, he owns and markets a retirement-focused referral network called Your Retirement Resource Center. Wardian Wealth Management provides financial planning and consulting services to individuals, high-net-worth clients, and business entities. The firm focuses on producing written financial plans and one-time consultations without managing client assets or prescribing specific securities.

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.

Jeremy Morris is a financial advisor at Five Pine Wealth with nine years of industry experience. He holds Series 65 and Series 63 registrations and previously worked at Centaurus Financial INC. and Metronomix Inc. His background includes roles in both financial services and other industries prior to joining Five Pine Wealth in 2021. 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 sessions and plan-participant education that are not tied to product sales.

Mark Mccomsey is a financial advisor at Illumine Investment Management, LLC with 26 years of industry experience. He has held his current role since 2016 and previously worked at CS Planning Corp. from 2016 to 2021. Illumine Investment Management serves individuals, high-net-worth households, trusts, estates, and other private clients by providing discretionary and non-discretionary investment management along with integrated financial planning. The firm employs a quantitatively driven investment approach using proprietary multi-factor models and a disciplined asset-allocation framework, customizing allocations based on client objectives and risk tolerances.

Michael Dunlap is a CFP® with 19 years of industry experience, currently serving at Pathway Advisors, LLC in Hayden, Idaho. He owns Dunlap Wealth Management, APC, which provides accounting and tax preparation services independent of his advisory work. Dunlap has held roles at Legacy Wealth Management and Independent Financial Group, among others. Pathway Advisors is a supported registered investment adviser with three advisors managing approximately $62.5 million across individual, high-net-worth, pension plan, and small business clients. The firm offers portfolio management and financial planning, utilizing model portfolios and third-party sub-advisers while maintaining a significant portion of assets under client-directed authority. Its integrated tax and accounting services, combined with licensed insurance personnel, mark its distinct service approach.

Jon Dawn is a financial advisor at Long Bridge Capital Management with 12 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2014 to 2019. Outside of advising, he also works as a credit analyst for a fintech company. Long Bridge Capital Management is a discretionary investment adviser that manages approximately $53.8 million across about 100 client accounts. The firm provides personalized portfolio management and Investment Policy Statements, utilizing a mix of fundamental and technical analysis to manage diversified portfolios that include mutual funds, equities, ETFs, fixed income, and non-U.S. securities.

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 at Five Pine Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Centaurus Financial, MVP REIT II, Triton Pacific Securities, and MVP American Securities. Holzhauser has been with Five Pine Wealth since 2021. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary and non-discretionary investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and provides plan-participant education that is purely educational and not tied to product sales.

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.

Marie Palmer Kamprath is a financial advisor at Generational Legacies Wealth Management in Coeur D'Alene, ID. She holds a Series 65 credential and has 18 years of experience working with Hearth Stone Real Estate. Generational Legacies Wealth Management provides financial planning and discretionary portfolio management for individuals, foundations, charities, and businesses. The firm employs a diverse investment approach that includes fundamental, macroeconomic, quantitative, and cyclical analysis, offering tailored portfolios with active management and a focus on liquidity and drawdown constraints.

Jackson Yenor is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Archer Wealth Advisors. He has previously worked at Tumwater Wealth Management and holds experience in accounting and tax strategy through his role as a fractional CFO and senior analyst at Archer Strategic Advisors, PLLC. Yenor’s background also includes roles at the Association of Classical Christian Schools and Ashland University. Archer Wealth Advisors serves individual and high-net-worth clients, as well as small businesses, providing comprehensive financial planning and portfolio management. The firm utilizes quantitative analysis and Modern Portfolio Theory in its investment approach and operates an affiliated accounting practice to support complex tax needs and referrals.

Skyler Kressin is a financial advisor at Archer Wealth Advisors with one year of industry experience. He holds a Series 65 designation and concurrently serves as CEO and CPA of Archer Strategic Advisors, PLLC, an accounting services firm. Prior to joining Archer Wealth Advisors, he worked at Talley, LLP. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm employs a quantitative investment approach emphasizing Modern Portfolio Theory, scenario analysis, and stress testing, and offers customized plans and discretionary or non-discretionary investment management.

John Schannep is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Archer Wealth Advisors and Archer Strategic Advisors, PLLC, where he also works in accounting and tax strategy. His prior experience includes roles at Southwest Investment Advisors, LPL Financial, Orange Capital Management, and First Allied Advisory Services. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm emphasizes quantitative analysis and Modern Portfolio Theory in its investment approach and offers an affiliated accounting practice for tax preparation and complex business referrals.