Don Icardo is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney and Merrill Lynch, Pierce, Fenner & Smith, Inc. during his career. Outside of advisory work, he manages an indoor arena on his property used for winter boat and RV storage. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial plans.

Harrilyn Collins is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including business-owner transition and special-needs analysis, using proprietary research and planning tools.

Ashlie Johnson is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jacob Wilson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients use their wealth as a tool to live with purpose, protect what matters most, and create a lasting legacy. He works one-on-one with clients to define and prioritize their financial goals, developing tailored strategies designed to reach objectives such as education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Jacob holds a Bachelor's Degree from Carroll College and has earned the Personal Investment Advisor (PIA) designation. His expertise encompasses a range of client focus areas including portfolio management services, small business strategies, individual and corporate investment strategy, and managing new wealth. He is committed to providing ongoing advice and guidance as clients' needs evolve. Outside of his professional role, Jacob is actively involved in his community through organizations such as Catholic Youth Ministry and St. Vincent De Paul Northwest. He enjoys baseball, basketball, football, golfing, music, and photography, and values spending quality time with his family.

Laura Parasida is a financial advisor with LPL Financial, holding a Series 66 credential and beginning her advisory career in 2025. She has prior experience working at Magnuson McHugh Dougherty CPAs and Anastasi Moore & Martin PLLC. In addition to her advisory role, she owns and operates Laura Parasida CPA LLC, a tax and investment services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Mcclelland is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Avantax Advisory Services, Avantax Investment Services, and Umpqua Bank, among other firms. In addition to his advisory role, he is involved with Magnuson, McHugh & Co., P.A., a tax preparation and accounting firm, based in Coeur d'Alene, ID. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Michelle Haneline is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Avantax Investment Services, Inc., 1st Global Capital Corp., and Magnuson, McHugh & Co., P.A., where she also maintains a longstanding role. Her activities include involvement with Magnuson, McHugh & Co., P.A., a CPA firm, reflecting a dual focus on tax and financial services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Stephen Coulston is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2019. Outside of financial advising, he works as a contracted architectural consultant and is a writer and photographer specializing in outdoor lifestyle and firearms-related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Theresa Zimmerman is a financial advisor with Osaic Wealth, Inc. in Coeur d'Alene, Idaho, holding a Series 66 designation and nine years of industry experience. She previously worked at Centaurus Financial, Inc. for eight years and has a background in retail at Victoria's Secret. Outside of her advisory role, Zimmerman serves on the board of the Coeur d'Alene Lakeshore Property Owners Association and is a trustee for North Idaho College. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios managed on discretionary or non-discretionary bases.

Eldon Larson is a financial advisor with Primerica Advisors in Hayden, Idaho, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, he serves as president of FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-based investment strategies supported by third-party asset managers.

Edward O'hara is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on relationship-based advisory services, assisting clients in making financial decisions that reflect their goals and values. His approach centers on building personalized wealth management strategies informed by a comprehensive understanding of each client's financial picture. James specializes in areas including education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and completed his high school education at Concord University. Outside of his professional role, James has interests in adventure sports, basketball, camping, fishing, hiking, hunting, running, and traveling.

Marla Ringling is a CFP® designee with 26 years of industry experience. She is currently with LPL Financial, having joined in 2024 after 18 years at Cambridge Investment Research Advisors. Outside of her advisory role, she is involved with tax preparation and accounting services through Tax Strategies, PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage options, supported by model portfolios, third-party research, and technology-driven strategies.

James Durbin Jr. is a CFP® professional with 18 years of industry experience, currently associated with LPL Financial. His career includes prior roles at Kestra Advisory, Kestra Investment Services, and Wells Fargo Advisors. He is involved with Durbin Enterprises LLC, which supports his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.