Jeramey Probert is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. Probert is also the owner of Sound Harbor Financial LLC, a support company operating as a DBA for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside partnerships that enhance its municipal and public finance capabilities.

Madison Underwood is a CFP® and holds a Series 66 license, with one year of industry experience. She is currently affiliated with Raymond James Financial and Summit Financial Group, having previously worked at Hightower Advisors and Mercer Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a related municipal advisor.

Rodney Clugston is a financial advisor at Raymond James & Associates with 33 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 31 years before joining Raymond James in 2024. Outside of his advisory role, he is involved in agricultural activities at Clugston Ranch and is a co-owner of Renegade Rifles, a business specializing in custom hunting rifles and accessories. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and model managers.

Ashley Lenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career as an accountant in the banking industry before joining Merrill Lynch in 2021. Ashley earned both her bachelor's and master's degrees in accounting from the University of Wisconsin - Milwaukee. She holds registrations in FINRA Series 7 and Series 66 and has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Ashley’s expertise includes executive compensation, family wealth management strategies, endowments and foundations services, legacy planning, managing new wealth, personal retirement and philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Her approach emphasizes understanding each client's needs and aspirations and involves collaborating with clients' tax and legal advisors to tailor wealth strategies. She uses resources available through Merrill Lynch and the banking convenience of Bank of America to support client success. In addition to her professional work, Ashley is active in the Coeur d'Alene community. She serves on the boards of the North Idaho College Foundation and the Coeur d'Alene Rotary Club and is a member of the Women's Gift Alliance and the Rotary Club of Coeur d'Alene. Outside of her career, Ashley enjoys spending time with her family, which includes her husband and daughter, and engages in activities such as exercising, skiing, golfing, traveling, and spending time outdoors with her dogs.

Michael Metcalf is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. His prior roles include positions at Ameritas Investment Corp and Property Casualty Insurance, along with operating Metcalf Financial Services, Inc. since 1980. Outside of finance, he is involved with Gibby Media Group, a media enterprise he has been part of since 1994. 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 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and leveraging research and model portfolios from multiple sources.

Sean Mahoney is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Edward Jones, he worked for MFS Fund Distributors Inc for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Gina Morais is a CFP®-credentialed financial advisor with 10 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. She previously worked at Minnesota Life and Securian Financial Services Inc. Outside of her advisory work, she operates a rental property that includes an in-law unit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

Rick Blankenship is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Tyler Anderl is a financial advisor with Raymond James & Associates in Coeur d'Alene, ID, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Parametric Portfolio Associates, Merrill, and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipalities. The firm offers a range of financial planning and consulting services, utilizing multiple portfolio management styles supported by extensive research and advisory resources.

Tobias Bateson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves as a trustee of his parents' trust, a role he has held since 1996 with minimal time devoted. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Guy Gerber is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Adrian Jordan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Washington Trust Bank and New York Life Insurance Co. among other firms. Outside of finance, Adrian was involved with Cda Parasail, an outdoor recreation business, from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Janice Tymesen is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is a finance committee member at Innovia Foundation, assisting with investment performance reviews. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm also includes insurance-related products and bank deposit sweep options among its investment offerings.

Rhianna Scates is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investments Inc. since 2018 and has been associated with Primerica Financial Services since 2015. Outside of her advisory role, she participates in multi-level marketing with Doterra and works part-time in grocery delivery services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, with trading and execution delegated to BNY Mellon Advisors.

Corey Ross is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. He has worked with firms including LPL Financial and has been affiliated with Cetera since 2017. Ross is also the executive director of The Extra Mile Academy, a nonprofit focused on financial literacy. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform with diverse program options and manages over $256 billion in assets.

Casey Getty is a financial advisor with Edward Jones in Spokane Valley, WA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor network, broad range of advisory programs, and affiliated capabilities including a trust company and proprietary mutual funds.

Michael Tacchella is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at OSAIC and Signator Investors, Inc. He operates a personal business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Joshua Simmons is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. 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.

Ashwin Mohan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2015 to 2024. Outside of his advisory role, Mohan owns Mohan Coaching, where he mentors financial advisors on building their practices through consulting and sales training. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using proprietary software and focuses on recommending investment categories and strategies.

Elenor Drick is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2012 and joined Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.