Danny Taylor is a CFP® with 42 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and has owned and operated Taylor & Associates, an insurance and benefits firm, since 1983. His outside business activities include managing insurance products such as health, life, LTC, disability, Medicare Advantage, and Medicare supplement insurance. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Matthew Altmeyer is a financial advisor with LPL Financial in Post Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of advising, he has involvement in a farm located in Colbert, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and supporting diversified strategies through in-house and third-party research.

Joshua Miller is a financial advisor at LPL Financial with Series 66 credentials and three years of experience at the firm. He has prior experience at Silver Pine Wealth Management and a 15-year tenure at Tobler Marina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Kenneth Wall is a financial advisor with LPL Financial in Coeur D'alene, ID, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years and OSAIC for one year before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by comprehensive research and model portfolios.

Glen Webb Jr. is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joseph Petrusek is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc., Securities America, Inc., Interwest Advisors, Inc., and Kms Financial Services, Inc. He serves as executor of his parents' estate. Osaic Wealth, Inc. provides a broad range of brokerage and investment advisory services to retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes proprietary asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Robert Yuditsky is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and outcome modeling while generally acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

Lauren Burton is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she was employed at Johnson Construction & Development, Inc. and Homes4rent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles Specht is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Specht is active as a FINRA arbitrator, serves as a Republican precinct committeeman in Kootenai County, Idaho, and operates an Amazon storefront business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting while offering both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Joshua Tomlinson is a financial advisor with Edward Jones in Spokane Valley, WA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in the hospitality sector, including as a bartender at Craft & Gather. Outside of advising, he has maintained involvement in restaurant service and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

Shane Leonard is a financial advisor with Edward Jones in Spokane Valley, WA, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he held various positions including roles at Western Governors University and Mountain West Bank. Outside of his financial advisory work, he is also employed as a Print and Marketing Associate at Staples Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services and investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor network and diversified capabilities beyond traditional advisory services.

Tad Johnson is a financial advisor with LPL Financial based in Coeur d'Alene, ID. He holds a Series 66 designation and has two years of industry experience, including prior roles at Avantax Investment Services and Magnuson McHugh Dougherty CPAs. Johnson also operates Tad Johnson, CPA, PLLC, a separate tax and investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and services supported by in-house and third-party research, employing diversified and tactical investment strategies alongside technology-driven portfolio management tools.

Daphne Conner is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. She previously worked at Edward Jones for five years and Inspiro for two years. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets, serving individuals, institutional clients, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, with a notable presence in municipal and public finance markets.

Donald Garves is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

James Chapkis is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial and Raymond James Financial Services from 2008 to 2025. He is also associated with Starmus, a business entity for tax and investment purposes, since 2015. 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.

Jared Walsh is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions, including JP Morgan Securities LLC and Bank of America. He is also involved with Banner Wealth & Investment Services, providing investment products and non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Houghton Gifford Jr. is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at Seacrest Wealth Management and Grocery Outlet. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver a range of advisory and brokerage solutions.

Matthew Yorlano is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked previously at Washington Trust Bank, Freeform Interiors, and Jimmy Johns. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Shane Boehm is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and over 23 years of industry experience. His career includes roles at Columbia Bank, Washington Trust Bank, Cetera, and HomeStreet Bank. He is also an associate at Columbia Wealth Advisors, where he serves as a Wealth Advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes tailored financial plans developed through risk profiling and asset-allocation analysis, often serving in an advisory capacity rather than as a delegated manager.

Eric Suarez is a financial advisor with J.P. Morgan Securities in Coeur d'Alene, ID, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2013. Suarez serves as a board member and officer for Joya Child and Family Development, a nonprofit pediatric therapy provider, where he is involved in governance and finance committee activities. 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 investment recommendations.