Marcus Knudten is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Russ Lyon Sotheby's International Realty and was involved with 4664 Boomers Clothing Co for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and integrates planning with managed-account programs while keeping the two services separate.

Gregory Hannan is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2007 and Castle Lending since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 investment models as part of its advisory process.

Shayne Kuebler is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at The Retirement Group, LLC, FSC Securities, and QA3 Financial LLC. Outside of his advisory work, he is involved with private nonprofit schools attended by his children. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and third-party money managers to create diversified portfolios suited to client risk tolerance and investment goals.

Kenneth Friedman Jr. is a financial advisor with Cambridge Investment Research Advisors based in Coeur D'Alene, ID. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies.

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 at Raymond James & Associates with seven years of industry experience. He previously worked at Parametric Portfolio Associates, Merrill, and Bank of America. Outside of advising, he is a partner in BTTA, LLC, an investment-related venture. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, advisory programs, and institutional consulting through various portfolio management styles and affiliated research.

Anna Kaiser is a financial advisor with Primerica Advisors in Coeur D'Alene, Idaho, holding Series 63 and Series 65 credentials and two years of industry experience. She has been associated with Primerica since 2022 and also operates several businesses, including a CPA practice and a creative enterprise. In addition to her advisory role, she manages a livestock and fiber sales operation from a residential farm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.

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.

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.

David Eppey is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Butler, Bertolina & Eppey, Inc. and Royal Alliance Associates, Inc. since 1999. Outside of his advisory role, he is president of KENSIE LLC, a tax planning firm, and operates a sole proprietorship involved in insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of advisers, utilizing firm-provided asset allocation tools and a range of investment strategies across multiple platforms.

Michael Tacchella is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. Prior to joining LPL Financial in 2024, he worked at OSAIC, Signator Investors, Inc., Signator Financial Services, Inc., and Eagle Strategies (NY Life). LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies and various technology tools.

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.

Michael Christiansen is a financial advisor with LPL Financial in Coeur D'Alene, Idaho, holding a Series 66 credential and 26 years of industry experience. He previously worked at Edward Jones for nine years and Merrill for three years. Christiansen also has a role at Amare Global in addition to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Jacob Woodbrey is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked at Primerica Financial Services. Outside of finance, he provides voice coaching lessons focusing on singing mechanics and general music skills. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses through a network of financial advisors. The firm emphasizes planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Laura Parasida is a financial advisor with LPL Financial based in Coeur D'Alene, ID. She holds a Series 66 designation and has over a decade of experience, having previously worked at Magnuson McHugh Dougherty CPAs and Anastasi Moore & Martin PLLC. Parasida also owns a CPA firm and is involved in a full-service CPA business that offers tax and audit services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by advanced research tools and a broad non-advisory financial platform.