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 at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates and Signator Investors. Outside of his advisory work, he is involved in a farming business located in Colbert, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Miller is a Series 66-credentialed advisor at LPL Financial with experience dating back to 2020 at Silver Pine Wealth Management. Prior to his advisory roles, he was involved with Tobler Marina for 15 years. He is based in Coeur D'Alene, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools.

Kenneth Wall is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and OSAIC. Based in Coeur D'Alene, ID, he has been with LPL Financial since 2024. 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 offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

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 licenses and possessing 31 years of industry experience. He has worked at LPL Financial since 2020, and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Specht serves as a Republican precinct committeeman for Kootenai County and owns an Amazon storefront business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joshua Tomlinson is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the hospitality industry, including roles at Craft and Gather and Twigs Martini & Bistro. Outside of advising, he has experience in hospitality service, including bartending. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

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 Series 66 licensed financial advisor with LPL Financial who has two years of industry experience. He has prior experience with Avantax Investment Services and Advisory Services as well as a background in accounting with Magnuson McHugh Dougherty CPAs. Johnson also operates a CPA firm, Tad Johnson, CPA, PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with account management provided by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Daphne Conner is a financial advisor at Raymond James & Associates with three years of industry experience. She previously worked at Edward Jones for five years and Inspiro for two years. Conner holds a Series 66 designation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a range of tailored, generally non-discretionary strategies supported by firm research and affiliated sub-advisers.

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 with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes long-term roles with Raymond James Financial and its associated services, as well as a position at Edward Jones. He is also involved with Starmus in Coeur D’Alene, ID in a business capacity unrelated to investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Houghton Gifford Jr. is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Prudential Equity Group, among others. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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 at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Washington Trust Bank, and Columbia Bank. He is also employed as a Wealth Advisor at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Tyler Simon is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His background includes multiple roles at Waddell & Reed, various insurance carriers for W&R Insurance Agencies, and operating a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering a broad range of advisory and brokerage services supported by extensive technology and a large network of over 22,800 advisors.