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.

Charles Potter Jr. is the sole advisor at Simple Wealth LLC in Liberty Lake, WA, with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Securities America, Inc. and Downriver Capital Management, as well as leading his own businesses, Investment Dynamics, Inc. and Simple Leadership. He serves as a board member for the Spokane Baptist Association Homes, a senior housing organization. Simple Wealth LLC manages approximately $54.2 million for about 108 clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and multiple analysis methods, employing a range of investment vehicles tailored to client goals and risk tolerance.

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.

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.

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.

Brian Hull is the principal of Hull Wealth Management LLC in Liberty Lake, WA. He holds a Series 65 designation and has one year of experience as a financial advisor. Prior to founding his firm, he worked at Liberty Mutual Insurance and maintains an active CPA practice. Hull Wealth Management LLC provides CPA-integrated wealth management and financial planning services to individuals and high-net-worth households, including families and small business owners. The firm emphasizes passive indexing with low-cost ETFs and mutual funds, using tax-aware strategies such as asset location, rebalancing, and tax-loss harvesting.

Marti Bott is a CFP® professional working with Archer Investment Management, bringing eight years of industry experience. Prior to joining Archer in 2024, Marti was with Ameriprise for one year and worked in a family office setting from 2016 to 2023. Archer Investment Management serves individuals, including high net worth clients, as well as charitable institutions, foundations, and endowments. The firm employs an institutional-style, IPS-driven investment process focused on diversification, risk control, and tax efficiency, offering discretionary portfolio management and comprehensive financial planning services.

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.

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.

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.

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.

Taylor Demars is a financial advisor with Demars Financial Group LLC in Spokane Valley, WA. He holds the CFP® designation and Series 66 license and has six years of industry experience. Prior to joining Demars Financial Group, he worked at Crown Capital Securities, LP and LPL Financial. Outside of his advisory role, Demars is involved with Flocks and Fields, LLC, a non-investment related business entity. Demars Financial Group provides discretionary asset management, financial planning, limited pension consulting, and recommendations for third-party money managers to individuals, employee benefit plans, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client objectives using a combination of model portfolios, third-party sub-advisers, and various analytical approaches, managing approximately $374 million in discretionary assets across several hundred client accounts.