Cameron Ross is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. Prior to his current role, he worked at Northwestern Mutual Investment Services LLC and has held various positions in the food service and education sectors, including employment at Ahi Sushi Bar, Sawmill Grille, and Boise State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools and software.

Anthony Oss is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Capital Corp., alongside a long-term affiliation with Magnuson, McHugh & Co., P.A. in accounting and tax preparation. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Janice Myers is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Myers operates under the business name Clarity Wealth Strategies in Dalton Gardens, 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Todaro is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he owns Hyperion LLC, a business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, delivering non-discretionary, research-based retirement recommendations through a centralized consulting team.

Filip Fullerton is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles, including positions at Chiro One Wellness Centers, Ventura Hats, and Fullerton Wines. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branch offices.

James Elkins is a Series 66-registered financial advisor with Edward Jones in Coeur D'alene, Idaho, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked for five years at Lone Wolf Harley-Davidson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Mark Easterday is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been employed since May 1997. He specializes in retirement planning and holds the Chartered Retirement Planning Counselor (CRPC) designation, among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark's expertise encompasses retirement and college planning, estate issues, insurance, and managing significant liquidity events such as business sales and inheritances. He particularly works with clients who have irregular incomes, helping them budget and invest effectively to achieve financial independence. Mark collaborates with clients across multiple states and leads a team including a Registered Wealth Management Client Associate. He earned a Bachelor's Degree in Business-Finance from the University of Southern California and previously graduated from San Gorgonio High School. Mark resides in Coeur d'Alene, Idaho with his wife, Cherice. They are involved in their community, supporting the North Idaho State Fair and Rodeo Foundation and engaging with their Christian church. His personal interests include golf, fishing, football, horseback riding, and music.

Michael Armon Jr. is a financial advisor at Stifel with 8 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2018. Outside of his advisory role, he serves as a board member for Children's Village in Coeur D'Alene, Idaho. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Renee Mancinelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of advisory work, she is a part-owner of a cattle operation in California. 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 utilizes research and analytics to support both brokerage and advisory solutions across a broad range of financial products.

Gregory Lester is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, LPL Financial, and Cross Financial Advisors. He operates a sole proprietorship, Cross Inland Wealth Management, providing account and asset management as well as financial planning. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization, delivering both discretionary and advisor-managed strategies supported by a complex network of affiliates and proprietary investment models.

David Lambo is a CFP® and Series 66 certified financial advisor with Edward Jones, based in Spokane Valley, WA. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach at Ridgeline High School and is a member of the finance committee at the HUB Sports Center in Liberty Lake. 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, operating under a fiduciary standard.

James Walker is a Series 65-licensed financial advisor at Edelman Financial Engines with one year of industry experience. His prior roles include positions at Fellowship Financial Planning, Forster Financial, and Idaho Central Credit Union. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, offering both discretionary and non-discretionary solutions supported by a proprietary modeling process and planner delivery.

John Sterling is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Edward Jones in Coeur d'Alene, ID. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Mark Holder is a Series 66-credentialed financial advisor with Thrivent Investment Management, where he has worked since 2012. He has 13 years of industry experience. Outside of his advisory role, he serves as a board member of the Spokane Estate Planning Council, supporting educational events and board development for estate planning professionals. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning on topics such as retirement, tax, estate, and special needs, without discretionary trading authority or institutional portfolio management.

Christine Brouillette is a financial advisor with LPL Financial in Spokane Valley, WA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with LPL Financial since 2022 and has concurrently worked at Horizon Credit Union since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nancy Almond is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her prior roles include positions at Numerica Credit Union, Hart Capital Management, Columbia State Bank, and earlier tenures at Cetera entities. She serves on the boards of PROCU and Cetera Credit Union Council and co-chairs the finance committee of Safe Passage, a domestic violence prevention service. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Kathleen Brown is a financial advisor with Primerica Advisors in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and also owns Avocado Ranch (Casa Milagro) in Morro Bay, CA. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for execution and custody.

Breanna Valencia is a Financial Advisor with Merrill Lynch Wealth Management, serving clients in Coeur d’Alene, Idaho and the surrounding communities. With 10 years of experience in financial services, she works with individuals and families to develop personalized financial strategies that align with their long-term goals and evolving priorities. Her areas of expertise include investment management, retirement planning, education planning, family wealth management, legacy planning, tax minimization, and small business strategies. Breanna holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Oak Ridge High School and attended the University of Nevada - Reno. She is committed to building long-term relationships based on trust and transparency, taking the time to understand what matters most to her clients to help them pursue their financial goals. Breanna provides ongoing advice and guidance as clients' needs change. Outside of her professional role, Breanna enjoys spending time with her family and engaging in activities such as camping, cooking, gardening, golfing, hiking, hunting, music, running, and skiing.

Eric Graczyk is a financial professional at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has held roles at Metlife Securities Inc., Massachusetts Mutual Life Insurance Company, Mass Mutual Investors Services, and Cetera since 2022. He is also associated with Core Financial Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, a variety of program options, and access to third-party money managers.

Billy Storlie Jr. is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch Pierce Fenner & Smith since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.